Arista Networks, Inc. (NYSE:ANET) Receives $164.44 Consensus PT from Analysts

Shares of Arista Networks, Inc. (NYSE:ANET) have been assigned an average rating of “Moderate Buy” from the twenty-two analysts that are presently covering the stock, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation and seventeen have assigned a buy recommendation to the company. The average 1 year price target among brokers that have covered the stock in the last year is $164.4375.

A number of research analysts have recently issued reports on ANET shares. Morgan Stanley cut their target price on shares of Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. UBS Group reiterated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a research report on Wednesday, December 3rd. Piper Sandler raised Arista Networks from a “neutral” rating to an “overweight” rating and boosted their price objective for the stock from $145.00 to $159.00 in a research note on Monday, January 5th. Finally, Erste Group Bank cut Arista Networks from a “buy” rating to a “hold” rating in a report on Monday, November 10th.

Insider Activity at Arista Networks

In other news, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $128.43, for a total transaction of $3,339,180.00. Following the transaction, the insider directly owned 522,400 shares in the company, valued at approximately $67,091,832. This represents a 4.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kelly Bodnar Battles sold 422 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $117.15, for a total transaction of $49,437.30. Following the completion of the sale, the director directly owned 8,980 shares of the company’s stock, valued at approximately $1,052,007. This represents a 4.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 216,464 shares of company stock worth $27,687,068 in the last quarter. Insiders own 3.54% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. AdvisorNet Financial Inc boosted its holdings in Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares during the last quarter. Knuff & Co LLC bought a new stake in Arista Networks during the 3rd quarter worth about $29,000. Board of the Pension Protection Fund acquired a new position in Arista Networks during the 4th quarter valued at about $26,000. Richardson Financial Services Inc. boosted its stake in shares of Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after purchasing an additional 130 shares during the last quarter. Finally, Quarry LP bought a new position in shares of Arista Networks in the 3rd quarter valued at about $33,000. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Stock Performance

ANET opened at $136.30 on Friday. The firm has a market cap of $171.64 billion, a price-to-earnings ratio of 51.82, a PEG ratio of 2.29 and a beta of 1.41. The firm’s 50-day simple moving average is $128.62 and its 200-day simple moving average is $134.12. Arista Networks has a twelve month low of $59.43 and a twelve month high of $164.94.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.03. The firm had revenue of $2.31 billion during the quarter, compared to the consensus estimate of $2.26 billion. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The firm’s quarterly revenue was up 27.5% on a year-over-year basis. During the same period last year, the firm posted $2.40 EPS. As a group, sell-side analysts anticipate that Arista Networks will post 2.2 EPS for the current fiscal year.

More Arista Networks News

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

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target (to $159), citing a “year of refresh” as hyperscalers shift capex from chips to network infrastructure (800G/1.6T adoption). The upgrade reinforces the consensus Buy posture and is being cited as a primary reason for recent upside momentum. Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?
• Neutral Sentiment: ANET posted a strong short-term move (a high-volume rally noted by Zacks), which signals investor interest and liquidity — but Zacks warns that recent earnings estimate revision trends may not sustain the move without confirmatory earnings/capex data. Momentum is present, but fundamentals and guidance will need to follow. Arista Networks (ANET) Moves 8.7% Higher: Will This Strength Last?
• Neutral Sentiment: General sector coverage highlights cloud and AI infrastructure as themes investors can use for exposure; this is background tailwind for Arista but not company-specific news that directly moves the stock. Treat as thematic support rather than a catalyst. Seeking Cloud Exposure? Use This Tool
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda sold shares in recent January transactions (two filings totalling ~56,000 shares at about $128.43 each). Insider sales can raise short-term caution among investors, especially given Arista’s customer concentration and high valuation. SEC Filing — Insider Sales

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.