Erste Group Bank Predicts Arista Networks FY2026 Earnings

Arista Networks, Inc. (NYSE:ANET) – Equities research analysts at Erste Group Bank raised their FY2026 earnings per share estimates for Arista Networks in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the technology company will earn $3.12 per share for the year, up from their prior estimate of $3.11. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share. Erste Group Bank also issued estimates for Arista Networks’ FY2027 earnings at $3.79 EPS.

Other equities research analysts have also recently issued reports about the stock. Piper Sandler reiterated an “overweight” rating and issued a $175.00 price objective (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. KeyCorp restated an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Evercore reaffirmed an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a research report on Friday, February 13th. The Goldman Sachs Group reiterated a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, Needham & Company LLC increased their price objective on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Arista Networks currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.47.

Arista Networks Trading Up 3.1%

Arista Networks stock opened at $134.87 on Thursday. The company has a market capitalization of $169.47 billion, a P/E ratio of 48.87, a P/E/G ratio of 2.32 and a beta of 1.46. The firm’s fifty day simple moving average is $135.83 and its 200-day simple moving average is $137.14. Arista Networks has a 1-year low of $59.43 and a 1-year high of $164.94.

Arista Networks (NYSE:ANET) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. The firm had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company’s revenue was up 28.9% compared to the same quarter last year. During the same period in the previous year, the company earned $0.66 earnings per share.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Yvonne Wassenaar sold 1,815 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the sale, the director owned 12,574 shares in the company, valued at approximately $1,665,300.56. This trade represents a 12.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $140.43, for a total value of $1,123,440.00. Following the sale, the director directly owned 9,784 shares in the company, valued at $1,373,967.12. The trade was a 44.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 199,632 shares of company stock valued at $26,936,324 in the last quarter. Corporate insiders own 3.39% of the company’s stock.

Institutional Investors Weigh In On Arista Networks

Several institutional investors and hedge funds have recently bought and sold shares of ANET. AdvisorNet Financial Inc lifted its holdings in shares of Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after acquiring an additional 72 shares during the period. Knuff & Co LLC bought a new stake in Arista Networks in the third quarter valued at about $29,000. Board of the Pension Protection Fund bought a new stake in Arista Networks in the fourth quarter valued at about $26,000. Sankala Group LLC acquired a new position in Arista Networks in the fourth quarter worth about $27,000. Finally, Prosperity Bancshares Inc acquired a new position in Arista Networks in the fourth quarter worth about $28,000. Institutional investors own 82.47% of the company’s stock.

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.