Arista Networks (NYSE:ANET) Stock Price Down 2.1% – Should You Sell?

Arista Networks, Inc. (NYSE:ANET) traded down 2.1% during mid-day trading on Wednesday . The company traded as low as $136.69 and last traded at $139.6320. 9,950,686 shares traded hands during mid-day trading, an increase of 10% from the average session volume of 9,072,320 shares. The stock had previously closed at $142.58.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Record Q4 results — Arista reported a beat on revenue ($2.49B) and EPS, with strong year-over-year revenue growth, underscoring continued demand for its cloud and AI networking products. Arista Networks, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: AI and SD‑WAN tailwinds highlighted — Management and analysts expect AI networking revenues to accelerate in 2026 and cited expansion in campus/branch and VeloCloud SD‑WAN as additional growth drivers. These product mix shifts support a multi-year growth story. Arista Results Highlight AI Networking Growth And VeloCloud SD WAN Expansion
• Positive Sentiment: Analyst sentiment remains constructive — Aggregated analyst recommendations show a “moderate buy” consensus, which can help underpin the stock if guidance meets expectations. Arista Networks, Inc. (NYSE:ANET) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Valuation under the microscope — Several pieces are re-assessing Arista’s valuation relative to its AI/story growth; investors are weighing premium multiples against execution risk and long-term growth assumptions. Assessing Arista Networks (ANET) Valuation As Growth And AI Infrastructure Story Draw Focus
• Neutral Sentiment: Investor interest and comparisons — Coverage pieces and screeners are driving attention (Zacks comparisons vs. peers like ASTS and “is it a buy now?” writeups), which can increase short-term volatility but don’t change fundamentals. ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
• Negative Sentiment: Margin pressure and flat near-term estimates — Analysts flagged margin compression and largely unchanged near-term estimates despite the beat, raising questions about sustainability of profit expansion and tempering upside. Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?

Analysts Set New Price Targets

ANET has been the subject of a number of analyst reports. UBS Group reiterated a “buy” rating and issued a $177.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler reaffirmed an “overweight” rating and issued a $175.00 price objective (up previously from $159.00) on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Evercore reissued an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a report on Friday, February 13th. Finally, Rosenblatt Securities increased 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, February 10th. Seventeen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $175.44.

Arista Networks Stock Performance

The firm has a fifty day simple moving average of $133.56 and a two-hundred day simple moving average of $137.40. The firm has a market cap of $175.84 billion, a PE ratio of 50.59, a PEG ratio of 2.39 and a beta of 1.42.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The business had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. During the same period in the prior year, the firm earned $0.66 EPS. The company’s revenue for the quarter was up 28.9% on a year-over-year basis. Equities analysts forecast that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 30,000 shares of Arista Networks stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total value of $3,694,800.00. Following the completion of the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. This trade represents a 69.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the sale, the chief executive officer owned 9,917 shares in the company, valued at $1,235,162.35. This represents a 70.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 160,464 shares of company stock worth $20,351,388 over the last three months. 3.39% of the stock is owned by company insiders.

Hedge Funds Weigh In On Arista Networks

Several large investors have recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in Arista Networks by 321.7% during the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of Arista Networks during the fourth quarter valued at approximately $202,000. Bison Wealth LLC bought a new position in shares of Arista Networks during the fourth quarter valued at approximately $251,000. Sivia Capital Partners LLC raised its holdings in shares of Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after buying an additional 3,496 shares during the period. Finally, Harbour Investments Inc. lifted its stake in shares of Arista Networks by 11.1% during the 2nd quarter. Harbour Investments Inc. now owns 1,804 shares of the technology company’s stock worth $185,000 after acquiring an additional 180 shares during the last quarter. 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.