Arista Networks Q4 EPS Forecast Boosted by William Blair

Arista Networks, Inc. (NYSE:ANET) – William Blair raised their Q4 2025 earnings per share (EPS) estimates for shares of Arista Networks in a note issued to investors on Friday, September 12th. William Blair analyst S. Naji now expects that the technology company will post earnings per share of $0.65 for the quarter, up from their prior forecast of $0.64. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share. William Blair also issued estimates for Arista Networks’ FY2026 earnings at $2.89 EPS.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, August 5th. The technology company reported $0.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.08. Arista Networks had a return on equity of 31.05% and a net margin of 40.90%.The firm had revenue of $2.20 billion for the quarter, compared to analyst estimates of $2.11 billion. During the same quarter last year, the firm posted $0.53 EPS. The business’s revenue was up 30.4% on a year-over-year basis. Arista Networks has set its Q3 2025 guidance at EPS.

ANET has been the topic of a number of other research reports. Needham & Company LLC increased their target price on Arista Networks from $155.00 to $160.00 and gave the company a “buy” rating in a research report on Tuesday. Piper Sandler raised their price objective on Arista Networks from $89.00 to $143.00 and gave the company a “neutral” rating in a report on Wednesday, August 6th. Wedbush started coverage on Arista Networks in a report on Wednesday, May 28th. They issued an “outperform” rating on the stock. Wells Fargo & Company raised their price objective on Arista Networks from $150.00 to $175.00 and gave the company an “overweight” rating in a report on Friday, September 12th. Finally, Wolfe Research raised their price objective on Arista Networks from $160.00 to $185.00 and gave the company an “outperform” rating in a report on Friday, September 12th. Sixteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Arista Networks presently has a consensus rating of “Moderate Buy” and an average price target of $157.88.

Arista Networks Price Performance

Shares of NYSE:ANET opened at $142.24 on Monday. Arista Networks has a 1 year low of $59.43 and a 1 year high of $156.32. The firm has a market capitalization of $178.78 billion, a price-to-earnings ratio of 55.94, a price-to-earnings-growth ratio of 3.03 and a beta of 1.50. The business’s 50 day moving average price is $128.50 and its 200-day moving average price is $100.92.

Insider Buying and Selling

In related news, SVP Kenneth Duda sold 30,000 shares of the firm’s stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $136.51, for a total transaction of $4,095,300.00. Following the completion of the sale, the senior vice president directly owned 12,976 shares of the company’s stock, valued at approximately $1,771,353.76. This trade represents a 69.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $117.01, for a total value of $936,080.00. Following the sale, the director directly owned 57,784 shares of the company’s stock, valued at $6,761,305.84. The trade was a 12.16% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 7,526,614 shares of company stock valued at $975,547,217. 3.54% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Arista Networks

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC lifted its stake in Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC acquired a new position in Arista Networks during the fourth quarter worth $202,000. Bank Pictet & Cie Europe AG grew its holdings in Arista Networks by 433.7% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 10,856 shares of the technology company’s stock worth $1,200,000 after acquiring an additional 8,822 shares during the period. Bison Wealth LLC acquired a new position in Arista Networks during the fourth quarter worth $251,000. Finally, Point72 Asia Singapore Pte. Ltd. acquired a new position in Arista Networks during the fourth quarter worth $82,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

About Arista Networks

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.