Arista Networks (ANET) Projected to Post Earnings on Thursday

Arista Networks (NYSE:ANET) is expected to announce its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect the company to announce earnings of $0.75 per share and revenue of $2.3839 billion for the quarter. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 12, 2026 at 4:30 PM ET.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.03. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.26 billion. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The business’s quarterly revenue was up 27.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.40 earnings per share. On average, analysts expect Arista Networks to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Arista Networks Price Performance

Shares of NYSE:ANET opened at $130.30 on Thursday. Arista Networks has a one year low of $59.43 and a one year high of $164.94. The firm has a market capitalization of $164.09 billion, a price-to-earnings ratio of 49.54, a PEG ratio of 2.35 and a beta of 1.42. The company’s fifty day moving average price is $131.64 and its 200-day moving average price is $135.80.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the transaction, the chief executive officer owned 9,917 shares in the company, valued at $1,235,162.35. The trade was a 70.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction dated 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 owned 522,400 shares in the company, valued at $67,091,832. This represents a 4.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 216,464 shares of company stock valued at $27,553,548. 3.39% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Arista Networks

Institutional investors and hedge funds have recently modified their holdings of the company. CYBER HORNET ETFs LLC lifted its holdings in Arista Networks by 3.0% in the third quarter. CYBER HORNET ETFs LLC now owns 2,787 shares of the technology company’s stock valued at $406,000 after acquiring an additional 81 shares during the period. Glenview Trust co increased its position in shares of Arista Networks by 2.5% during the 2nd quarter. Glenview Trust co now owns 3,502 shares of the technology company’s stock valued at $358,000 after purchasing an additional 84 shares during the last quarter. Resources Management Corp CT ADV boosted its holdings in shares of Arista Networks by 8.9% in the second quarter. Resources Management Corp CT ADV now owns 1,601 shares of the technology company’s stock worth $164,000 after buying an additional 131 shares during the last quarter. Evergreen Capital Management LLC grew its position in Arista Networks by 1.6% during the second quarter. Evergreen Capital Management LLC now owns 8,715 shares of the technology company’s stock valued at $892,000 after buying an additional 137 shares during the period. Finally, EP Wealth Advisors LLC grew its position in Arista Networks by 0.3% during the second quarter. EP Wealth Advisors LLC now owns 57,761 shares of the technology company’s stock valued at $5,910,000 after buying an additional 171 shares during the period. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on ANET. Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $145.00 to $159.00 in a report on Monday, January 5th. Morgan Stanley decreased their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Erste Group Bank lowered Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Finally, Barclays restated an “overweight” rating and issued a $183.00 price objective (up from $179.00) on shares of Arista Networks in a report on Wednesday, November 5th. Seventeen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks presently has a consensus rating of “Moderate Buy” and an average price target of $164.44.

Arista Networks Company Profile

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.