Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Price Target from Brokerages

Arista Networks, Inc. (NYSE:ANET) has earned a consensus rating of “Moderate Buy” from the twenty-three ratings firms that are covering the stock, Marketbeat reports. Five research analysts have rated the stock with a hold rating and eighteen have given a buy rating to the company. The average twelve-month target price among analysts that have covered the stock in the last year is $176.4706.

ANET has been the topic of several research analyst reports. Wells Fargo & Company boosted their price target on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Barclays restated an “overweight” rating and set a $184.00 price objective (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Needham & Company LLC lifted their target price on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Piper Sandler reiterated an “overweight” rating and issued a $175.00 target price (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th.

Insider Transactions at Arista Networks

In related news, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $3,487,640.00. Following the sale, the insider owned 502,400 shares of the company’s stock, valued at $67,391,936. This represents a 4.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $128.06, for a total transaction of $54,041.32. Following the transaction, the director owned 9,529 shares of the company’s stock, valued at $1,220,283.74. This trade represents a 4.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 199,632 shares of company stock valued at $26,936,324 over the last 90 days. Insiders own 3.39% of the company’s stock.

Institutional Trading of Arista Networks

Several hedge funds have recently made changes to their positions in the business. Bare Financial Services Inc grew its position in Arista Networks by 2,118.2% in the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after acquiring an additional 233 shares in the last quarter. Board of the Pension Protection Fund purchased a new stake in Arista Networks during the fourth quarter valued at approximately $26,000. Sankala Group LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at approximately $27,000. Prosperity Bancshares Inc purchased a new position in shares of Arista Networks in the 4th quarter worth approximately $28,000. Finally, AdvisorNet Financial Inc boosted its holdings in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after purchasing an additional 72 shares during the period. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Arista Networks Price Performance

Shares of ANET opened at $131.05 on Friday. The firm has a market cap of $164.67 billion, a P/E ratio of 47.48, a price-to-earnings-growth ratio of 2.41 and a beta of 1.46. Arista Networks has a 1 year low of $59.43 and a 1 year high of $164.94. The company has a 50 day simple moving average of $135.36 and a two-hundred day simple moving average of $137.26.

Arista Networks (NYSE:ANET) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.75 by $0.07. The firm had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.66 earnings per share. On average, sell-side analysts anticipate that Arista Networks will post 2.2 earnings per share for the current year.

Arista Networks News Summary

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

• Positive Sentiment: Broker bullishness: Evercore reiterated an Outperform and a $200 target after AI infrastructure announcements; Goldman Sachs has also stayed positive with an elevated target — these analyst calls support upside expectations for ANET. Read More.
• Positive Sentiment: Media/momentum tailwinds: Jim Cramer coverage and repeated positive write-ups have helped lift investor sentiment; ANET has shown notable share gains since those endorsements, reinforcing retail/institutional interest. Read More.
• Positive Sentiment: Analyst consensus and targets remain above current levels (consensus target ~ $176+), indicating upside from current prices if growth and AI-networking demand continue. Read More.
• Neutral Sentiment: Peer comparison: Coverage comparing Arista to Broadcom frames ANET as an AI networking leader but highlights trade-offs versus larger incumbents — useful context for longer-term allocation decisions but not an immediate catalyst. Read More.
• Neutral Sentiment: Analyst activity and company profile coverage (MarketBeat summaries) reinforce a “moderate buy” consensus and reiterate Arista’s strong fundamentals and AI/data‑center positioning — supportive background but not a fresh catalyst. Read More.
• Negative Sentiment: Insider selling — CTO Kenneth Duda reported large sales (26k and 32k shares at ~ $134), reducing his position materially; sizable insider disposals can pressure sentiment short-term even if company fundamentals remain intact. Read More.
• Negative Sentiment: Director sale — Director Yvonne Wassenaar sold 1,395 shares, a smaller but visible insider sale disclosed to the SEC; additional insider sales add to near-term bearish signals. Read More.

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.