Brokerages Set Arista Networks, Inc. (NYSE:ANET) Price Target at $175.41

Arista Networks, Inc. (NYSE:ANET) has earned an average rating of “Moderate Buy” from the twenty-two ratings firms that are covering the stock, MarketBeat.com reports. Five research analysts have rated the stock with a hold recommendation and seventeen have given a buy recommendation to the company. The average 1 year price target among brokers that have issued a report on the stock in the last year is $175.4375.

A number of equities research analysts recently weighed in on the company. Needham & Company LLC raised their price objective on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research report on Friday, February 13th. UBS Group reiterated a “buy” rating and set a $177.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Erste Group Bank downgraded shares of Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Wells Fargo & Company upped their price target on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $188.00 price objective (up previously from $165.00) on shares of Arista Networks in a research report on Friday, February 13th.

Arista Networks Trading Down 1.8%

Shares of ANET stock opened at $136.97 on Tuesday. Arista Networks has a twelve month low of $59.43 and a twelve month high of $164.94. The stock has a fifty day simple moving average of $133.75 and a two-hundred day simple moving average of $137.42. The stock has a market capitalization of $172.11 billion, a price-to-earnings ratio of 49.63, a P/E/G ratio of 2.35 and a beta of 1.42.

Arista Networks (NYSE:ANET) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS 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 the consensus estimate of $2.38 billion. During the same quarter last year, the firm posted $0.66 EPS. The company’s revenue for the quarter was up 28.9% on a year-over-year basis. Research analysts predict that Arista Networks will post 2.2 EPS for the current fiscal year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Q4 results and metrics look strong: Arista reported an EPS and revenue beat for the quarter, with revenue up ~29% year-over-year and healthy margins — evidence of ongoing demand for its networking gear. Arista Q4 Results
• Positive Sentiment: Management and analysts emphasize AI networking as a growth driver for 2026 (expecting meaningful improvement in AI-related revenues) and see campus/branch networking as an additional growth vector — supportive for longer-term revenue growth. AI Revenue Outlook
• Positive Sentiment: Analyst write-ups highlight Arista’s software stack (EOS, CloudVision) and AI-ready, automated networking as competitive advantages versus peers — a bullish structural thesis for enterprise and hyperscaler spending. Zacks: Software Strength
• Neutral Sentiment: Valuation is getting scrutiny as the market balances growth/AI positioning against a premium multiple — analysts and commentators are reassessing whether the current price reflects the 2026 growth outlook. Valuation Piece
• Neutral Sentiment: Several comparison and “is it a buy” pieces contrast Arista with other connectivity/cloud stocks (ASTS, CCSI), which can influence relative flows and sector rotation but don’t change Arista’s fundamentals. ASTS vs ANET Zacks: Trending Peer Comparison
• Negative Sentiment: Insider selling: Kenneth Duda sold a total of 58,000 shares on Feb 17 at ~ $142.35–$142.44 (roughly $8.26M), reducing his holdings — a signal some investors interpret as caution or profit-taking and that can pressure near-term sentiment. SEC filing: Form 4

Insider Buying and Selling

In other news, insider Kenneth Duda sold 26,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total value of $3,701,100.00. Following the completion of the sale, the insider owned 512,400 shares of the company’s stock, valued at $72,940,140. This represents a 4.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total value of $1,123,440.00. Following the completion of the sale, the director owned 9,784 shares in the company, valued at $1,373,967.12. This represents a 44.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 218,042 shares of company stock valued at $28,561,131 over the last quarter. 3.39% of the stock is currently owned by company insiders.

Institutional Trading of Arista Networks

Several institutional investors and hedge funds have recently bought and sold shares of the business. Van Diest Capital LLC acquired a new stake in shares of Arista Networks in the 4th quarter worth $483,000. Evansbrook LLC purchased a new stake in Arista Networks in the 4th quarter valued at approximately $879,000. Rare Wolf Capital LLC acquired a new position in Arista Networks during the 4th quarter worth approximately $314,000. Corient Private Wealth LLC raised its stake in shares of Arista Networks by 34.7% during the 4th quarter. Corient Private Wealth LLC now owns 566,039 shares of the technology company’s stock worth $74,168,000 after buying an additional 145,898 shares in the last quarter. Finally, Plotkin Financial Advisors LLC lifted its holdings in shares of Arista Networks by 5.1% in the 4th quarter. Plotkin Financial Advisors LLC now owns 2,983 shares of the technology company’s stock valued at $391,000 after buying an additional 145 shares during the period. Hedge funds and other institutional investors own 82.47% of the company’s stock.

About Arista Networks

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.