Arista Networks, Inc. (NYSE:ANET) Given Average Rating of “Moderate Buy” by Analysts

Arista Networks, Inc. (NYSE:ANET) has earned an average rating of “Moderate Buy” from the twenty-five brokerages that are currently covering the stock, MarketBeat reports. Four equities research analysts have rated the stock with a hold recommendation, nineteen have given a buy recommendation and two have given a strong buy recommendation to the company. The average 12 month target price among brokers that have covered the stock in the last year is $176.4444.

Several research firms recently commented on ANET. Needham & Company LLC raised their target price on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Wells Fargo & Company raised their target price on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Evercore restated an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a research report on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research report on Friday, March 27th. Finally, Susquehanna upgraded Arista Networks to a “strong-buy” rating in a research report on Wednesday, April 1st.

Insiders Place Their Bets

In related news, insider Kenneth Duda sold 26,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total value of $3,487,640.00. Following the sale, the insider directly owned 502,400 shares in the company, valued at $67,391,936. This trade represents a 4.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $125.95, for a total value of $1,007,600.00. Following the completion of the sale, the director owned 216,333 shares in the company, valued at approximately $27,247,141.35. This represents a 3.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 199,632 shares of company stock valued at $26,873,604 in the last quarter. 3.54% of the stock is owned by insiders.

Institutional Trading of Arista Networks

Large investors have recently added to or reduced their stakes in the business. Board of the Pension Protection Fund acquired a new position in shares of Arista Networks during the 4th quarter valued at $26,000. Sankala Group LLC acquired a new position in shares of Arista Networks during the 4th quarter valued at $27,000. Prosperity Bancshares Inc acquired a new position in shares of Arista Networks during the 4th quarter valued at $28,000. AdvisorNet Financial Inc increased its position in shares of Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares during the period. Finally, Knuff & Co LLC acquired a new position in shares of Arista Networks during the 3rd quarter valued at $29,000. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Trading Up 5.6%

Shares of Arista Networks stock opened at $133.36 on Wednesday. The business’s 50 day simple moving average is $134.02 and its 200-day simple moving average is $135.76. The stock has a market capitalization of $167.58 billion, a price-to-earnings ratio of 48.32, a PEG ratio of 2.24 and a beta of 1.48. Arista Networks has a twelve month low of $66.59 and a twelve month high of $164.94.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. The business had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The business’s quarterly revenue was up 28.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.66 EPS. Sell-side analysts predict that Arista Networks will post 2.2 earnings per share for the current year.

Arista Networks News Roundup

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

• Positive Sentiment: Rosenblatt Securities upgraded Arista from Neutral to Buy and set a $180 price target (≈35% upside). The upgrade cites Arista’s leadership in AI networking and helped drive buying interest. Arista Networks Upgraded to Buy: Rosenblatt Says the AI Networking Leader Is Worth $180
• Positive Sentiment: Multiple analysts and outlets are upgrading/raising targets and highlighting hyperscaler orders (Google, Anthropic) and AI-driven data-center capex as growth drivers for Arista. These analyst views (including Susquehanna coverage and an IBD note) support expectations for stronger 2026 revenue. Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Product-ecosystem traction: BNP Paribas notes Arista’s XPO product has surpassed 100 agreement partners, signaling broader channel/solution adoption that can support sales expansion. Arista’s XPO product sees over 100 agreement partners: BNP Paribas
• Neutral Sentiment: Arista will report Q1 2026 results after the close on May 5 and hold a management call — a near-term catalyst that could reinforce or reverse current analyst optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Neutral Sentiment: Several value/coverage pieces (InsiderMonkey, Zacks, Seeking Alpha) discuss Arista as a multi-year AI infrastructure winner and note recent buy initiations/price targets (e.g., Susquehanna $160). These highlight upside but also underscore that much is priced in. How Undervalued Is Arista Networks (ANET) Stock Right Now?
• Negative Sentiment: Insider selling: a company director sold about $1.0M in stock recently — a potential red flag for some investors and a near-term sentiment headwind. Insider Selling: Arista Networks (NYSE:ANET) Director Sells $1,007,600.00 in Stock
• Negative Sentiment: Margin/cost risks: analysis notes rising memory and component prices could pressure gross margins even as management targets mid-60s gross margins; this is a key operational risk to monitor. Arista Networks: AI Networking Growth With A Durable Moat (Rating Upgrade)

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.