Erste Group Bank Estimates Arista Networks FY2027 Earnings

Arista Networks, Inc. (NYSE:ANET) – Investment analysts at Erste Group Bank issued their FY2027 EPS estimates for shares of Arista Networks in a research note issued on Wednesday, February 18th. Erste Group Bank analyst H. Engel expects that the technology company will post earnings of $3.77 per share for the year. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share.

Arista Networks (NYSE:ANET) last announced its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The company had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. During the same period last year, the firm earned $0.66 EPS. Arista Networks’s revenue for the quarter was up 28.9% compared to the same quarter last year.

ANET has been the subject of several other reports. Wells Fargo & Company increased their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. KeyCorp reissued an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. The Goldman Sachs Group restated a “buy” rating and set a $188.00 price objective (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Barclays reaffirmed an “overweight” rating and issued a $184.00 target price (up previously from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Seventeen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $175.44.

Arista Networks Stock Down 3.3%

NYSE ANET opened at $132.72 on Monday. Arista Networks has a 52 week low of $59.43 and a 52 week high of $164.94. The company has a market capitalization of $166.76 billion, a P/E ratio of 48.09, a price-to-earnings-growth ratio of 2.37 and a beta of 1.42. The stock’s 50-day moving average price is $133.91 and its 200-day moving average price is $137.63.

Institutional Trading of Arista Networks

A number of hedge funds and other institutional investors have recently bought and sold shares of ANET. Bare Financial Services Inc increased its stake in Arista Networks by 2,118.2% in the 2nd quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after buying an additional 233 shares during the period. Board of the Pension Protection Fund bought a new position in Arista Networks in the 4th quarter worth about $26,000. Prosperity Bancshares Inc bought a new position in Arista Networks in the 4th quarter worth about $28,000. AdvisorNet Financial Inc increased its position in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after acquiring an additional 72 shares during the period. Finally, Knuff & Co LLC bought a new stake in shares of Arista Networks during the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Insider Transactions at Arista Networks

In related news, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total transaction of $3,701,100.00. Following the sale, the insider owned 512,400 shares of the company’s stock, valued at $72,940,140. This represents a 4.83% 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, CEO Jayshree Ullal sold 24,042 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value 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. The trade was a 70.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 218,042 shares of company stock valued at $28,561,131 in the last ninety days. Corporate insiders own 3.54% of the company’s stock.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Analyst write-ups highlight Arista’s software-led differentiation — Zacks notes Arista’s EOS and CloudVision give it an “AI‑ready,” automated networking edge for enterprises and hyperscalers, supporting durable revenue and margin expansion. This underpins growth expectations and helps justify a premium multiple. Can Arista’s High-Performance Network Software Fuel Its Future Growth?
• Positive Sentiment: Recent fundamental results remain supportive: Arista’s Feb. 12 quarter beat on EPS and revenue with high margins and ~29% YoY revenue growth, which helps justify analyst upside and a high P/E relative to peers. (Background earnings release)
• Positive Sentiment: Sector-performance pieces show ANET has outperformed many computer & technology peers so far this year, reinforcing momentum and attracting momentum/sector rotation flows. Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Analysts’ views are mixed — The Globe and Mail roundup notes differing analyst opinions across Arista and other tech names, indicating no clear consensus on near-term upside vs. valuation risk. Mixed analyst commentary can increase intraday volatility but doesn’t decisively move fundamentals. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Comparative pieces (e.g., sector/company comparisons) provide context but are unlikely to drive large moves unless they change earning forecasts or market share assumptions. Comparing Consensus Cloud Solutions & Arista Networks
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda disclosed sizable sales (reported on Feb. 17), totaling tens of thousands of shares at ~\$142 per share. Large insider disposals can spook investors and add downward pressure even when management says sales are for personal reasons. SEC Form 4 — Insider Sale

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.