Arista Networks (NYSE:ANET) Given New $185.00 Price Target at Wells Fargo & Company

Arista Networks (NYSE:ANET) had its price target increased by analysts at Wells Fargo & Company from $175.00 to $185.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 28.89% from the stock’s previous close.

Several other brokerages also recently issued reports on ANET. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Rosenblatt Securities boosted their price objective on shares of Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday. Evercore ISI restated an “outperform” rating and set a $200.00 target price on shares of Arista Networks in a research report on Friday. UBS Group reiterated a “buy” rating on shares of Arista Networks in a research report on Friday. Finally, Piper Sandler reiterated an “overweight” rating and issued a $175.00 price target (up from $159.00) on shares of Arista Networks in a research note on Friday. Eighteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Arista Networks presently has a consensus rating of “Moderate Buy” and a consensus target price of $173.00.

Arista Networks Stock Performance

ANET stock traded up $8.41 during mid-day trading on Friday, hitting $143.53. 7,407,034 shares of the company were exchanged, compared to its average volume of 8,541,265. Arista Networks has a 1-year low of $59.43 and a 1-year high of $164.94. The firm’s 50 day simple moving average is $132.80 and its 200 day simple moving average is $136.70. The firm has a market cap of $180.74 billion, a P/E ratio of 54.43, a P/E/G ratio of 2.37 and a beta of 1.42.

Arista Networks (NYSE:ANET) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping 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 return on equity of 30.28% and a net margin of 39.73%.The company’s revenue was up 28.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.66 EPS. On average, equities research analysts predict that Arista Networks will post 2.2 EPS for the current fiscal year.

Insider Transactions at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 24,042 shares of the firm’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the sale, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. This trade represents a 70.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Kenneth Duda sold 30,000 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the transaction, the insider owned 12,976 shares in the company, valued at $1,598,124.16. This represents a 69.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 216,464 shares of company stock worth $27,553,548. Company insiders own 3.39% of the company’s stock.

Hedge Funds Weigh In On Arista Networks

Several large investors have recently added to or reduced their stakes in the business. Bare Financial Services Inc grew its position in shares of Arista Networks by 2,118.2% during the 2nd quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock valued at $25,000 after acquiring an additional 233 shares during the period. Board of the Pension Protection Fund bought a new position in Arista Networks during the fourth quarter valued at $26,000. AdvisorNet Financial Inc increased its position in Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after buying an additional 72 shares during the last quarter. Knuff & Co LLC purchased a new stake in Arista Networks in the third quarter worth $29,000. Finally, Ameliora Wealth Management Ltd. bought a new stake in shares of Arista Networks in the fourth quarter valued at $30,000. Institutional investors own 82.47% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Beat and raised outlook — Arista reported Q4 EPS of $0.82 vs. $0.75 consensus and revenue of $2.49B vs. $2.38B, with revenue +28.9% y/y; management raised AI revenue guidance to $3.25B (an ~18% lift to the AI target) and issued revenue guidance above Street estimates — a direct driver of the stock move. Arista Networks Raises The Bar – Hyperscalers Unleash Capex (Q4 Review)
• Positive Sentiment: Upbeat revenue guidance lifted sentiment — Arista forecast annual revenue above Wall Street estimates, citing accelerating demand from data centers and AI workloads. That forward visibility pushed shares higher in after-hours trading. Reuters: Arista forecasts upbeat revenue
• Positive Sentiment: Analyst upgrades and higher price targets — Needham raised its price target to $185 with a Buy rating and Rosenblatt also boosted its target, adding institutional support to the rally. Benzinga: Needham price target raise
• Positive Sentiment: Unusually large options activity — Heavy call buying suggests speculative and institutional bullish positioning ahead of/after the print. Arista Sees Unusually High Options Volume
• Positive Sentiment: Outperforming peer Cisco — Coverage notes Arista handled supply-chain headwinds better than Cisco, making it the preferred way to play networking exposure right now. Barron’s: Arista Outshines Cisco
• Neutral Sentiment: Earnings materials and call transcript are available for deeper read — useful for verifying management’s cadence on AI ramp and order book details. Earnings Call Transcript
• Negative Sentiment: Cost and margin watch — Management flagged rising memory costs; they reiterated 2026 gross‑margin outlook by using strategic purchase commitments, but higher component costs remain a potential headwind if AI box prices or memory inflation persist. Seeking Alpha: margin and memory-cost discussion

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.