Arista Networks (NYSE:ANET) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Arista Networks (NYSE:ANET) had its price objective raised by research analysts at Rosenblatt Securities from $125.00 to $140.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the technology company’s stock. Rosenblatt Securities’ target price indicates a potential upside of 0.47% from the stock’s previous close.

Other equities analysts have also recently issued research reports about the stock. Barclays reiterated an “overweight” rating and issued a $151.00 price target (up previously from $119.00) on shares of Arista Networks in a research note on Thursday, August 7th. Citigroup upped their price target on shares of Arista Networks from $123.00 to $136.00 and gave the stock a “buy” rating in a research note on Wednesday, August 6th. Evercore ISI set a $150.00 price target on shares of Arista Networks and gave the stock an “outperform” rating in a research note on Wednesday, August 6th. Piper Sandler upped their price target on shares of Arista Networks from $89.00 to $143.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 6th. Finally, JPMorgan Chase & Co. boosted their target price on Arista Networks from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 6th. Sixteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $157.56.

Arista Networks Stock Performance

Shares of ANET opened at $139.35 on Friday. The stock has a market cap of $175.14 billion, a PE ratio of 54.81, a price-to-earnings-growth ratio of 3.60 and a beta of 1.50. Arista Networks has a fifty-two week low of $59.43 and a fifty-two week high of $156.32. The firm’s 50-day simple moving average is $126.85 and its two-hundred day simple moving average is $100.21.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, August 5th. The technology company reported $0.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.65 by $0.08. The company had revenue of $2.20 billion for the quarter, compared to analysts’ expectations of $2.11 billion. Arista Networks had a net margin of 40.90% and a return on equity of 31.05%. Arista Networks’s revenue was up 30.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.53 EPS. Arista Networks has set its Q3 2025 guidance at EPS. Equities research analysts predict that Arista Networks will post 2.2 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 1,785,165 shares of the stock in a transaction that occurred on Wednesday, August 6th. The shares were sold at an average price of $136.22, for a total value of $243,175,176.30. Following the transaction, the chief executive officer owned 5,698,074 shares in the company, valued at $776,191,640.28. This represents a 23.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Over the last ninety days, insiders sold 7,582,614 shares of company stock valued at $980,712,097. 3.39% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in ANET. Nuveen LLC bought a new position in Arista Networks in the first quarter worth approximately $933,626,000. Norges Bank purchased a new stake in Arista Networks in the 2nd quarter worth approximately $1,228,177,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Arista Networks by 278.4% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,641,326 shares of the technology company’s stock worth $955,126,000 after acquiring an additional 6,357,753 shares in the last quarter. AQR Capital Management LLC increased its holdings in Arista Networks by 153.8% in the 1st quarter. AQR Capital Management LLC now owns 7,719,809 shares of the technology company’s stock worth $584,119,000 after acquiring an additional 4,678,372 shares in the last quarter. Finally, Nordea Investment Management AB increased its holdings in Arista Networks by 193.3% in the 2nd quarter. Nordea Investment Management AB now owns 7,065,054 shares of the technology company’s stock worth $721,342,000 after acquiring an additional 4,656,021 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

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.