Arista Networks (ANET) Expected to Announce Earnings on Tuesday

Arista Networks (NYSE:ANET) is projected to release its Q1 2026 results after the market closes on Tuesday, May 5th. Analysts expect Arista Networks to post earnings of $0.81 per share and revenue of $2.6168 billion for the quarter. Interested persons can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Tuesday, May 5, 2026 at 4:30 PM ET.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. During the same period last year, the business earned $0.66 EPS. The company’s revenue was up 28.9% compared to the same quarter last year. On average, analysts expect Arista Networks to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Arista Networks Stock Performance

NYSE:ANET opened at $172.76 on Monday. The company’s 50-day simple moving average is $141.84 and its 200-day simple moving average is $137.69. The stock has a market capitalization of $217.53 billion, a P/E ratio of 62.59, a P/E/G ratio of 3.03 and a beta of 1.67. Arista Networks has a fifty-two week low of $82.80 and a fifty-two week high of $179.80.

Trending Headlines about Arista Networks

Here are the key news stories impacting Arista Networks this week:

• Positive Sentiment: Morgan Stanley expects Arista’s Q1 to benefit from new customer wins and margin resilience, reinforcing the view that demand tied to AI and hyperscale networking will support near-term revenue and profitability. Arista Networks’ Q1 Results to Benefit From New Customers, Margin Resilience, Morgan Stanley Says
• Positive Sentiment: Coverage previews highlight Arista’s AI networking momentum and the XPO platform launch as catalysts that have driven upward estimate revisions and stronger investor interest ahead of earnings. Should You Add ANET Stock to Your Portfolio Ahead of Q1 Earnings?
• Neutral Sentiment: Wall Street analyst consensus remains positive (average rating ~Buy), which supports sentiment but also suggests expectations are highly baked into the stock’s premium multiple. Wall Street Analysts See Arista Networks (ANET) as a Buy: Should You Invest?
• Neutral Sentiment: Arista is a trending stock on investor platforms — increased attention can amplify intraday moves but doesn’t guarantee direction without confirming earnings/guide. Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
• Negative Sentiment: Several write-ups warn that Arista’s premium valuation and elevated expectations may limit upside if the company only meets (not exceeds) Q1 results or issues cautious guidance. That raises the risk of a pullback even with strong underlying demand trends. Should You Add ANET Stock to Your Portfolio Ahead of Q1 Earnings?

Analysts Set New Price Targets

Several analysts have weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Rosenblatt Securities raised shares of Arista Networks from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $165.00 to $180.00 in a research report on Tuesday, April 7th. Weiss Ratings downgraded shares of Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Morgan Stanley reissued an “overweight” rating and set a $180.00 target price on shares of Arista Networks in a research report on Friday. Finally, Evercore reissued an “outperform” rating and set a $200.00 target price on shares of Arista Networks in a research report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $178.67.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $163.31, for a total transaction of $5,225,920.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $2,119,110.56. The trade was a 71.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of Arista Networks stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the sale, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,494,729 shares of company stock worth $245,304,519. Corporate insiders own 3.54% of the company’s stock.

Institutional Trading of Arista Networks

Several institutional investors and hedge funds have recently bought and sold shares of ANET. State Street Corp increased its holdings in shares of Arista Networks by 0.5% during the 3rd quarter. State Street Corp now owns 46,342,551 shares of the technology company’s stock valued at $6,752,573,000 after purchasing an additional 245,976 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of Arista Networks by 1.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 37,171,766 shares of the technology company’s stock valued at $4,870,618,000 after purchasing an additional 380,724 shares in the last quarter. Schroder Investment Management Group increased its holdings in shares of Arista Networks by 1.5% during the 4th quarter. Schroder Investment Management Group now owns 8,716,211 shares of the technology company’s stock valued at $1,142,085,000 after purchasing an additional 130,295 shares in the last quarter. Amundi increased its holdings in shares of Arista Networks by 5.3% during the 4th quarter. Amundi now owns 8,573,270 shares of the technology company’s stock valued at $1,123,356,000 after purchasing an additional 433,742 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Arista Networks by 4.1% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 7,452,683 shares of the technology company’s stock valued at $976,525,000 after purchasing an additional 291,121 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Company Profile

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.