Arista Networks FY2027 EPS Increased by Erste Group Bank

Arista Networks, Inc. (NYSE:ANET) – Analysts at Erste Group Bank boosted their FY2027 earnings per share (EPS) estimates for shares of Arista Networks in a research note issued to investors on Thursday, April 2nd. Erste Group Bank analyst H. Engel now expects that the technology company will post earnings per share of $3.80 for the year, up from their prior forecast of $3.79. 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, beating 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 during the quarter, compared to analysts’ expectations of $2.38 billion. During the same period last year, the business posted $0.66 EPS. Arista Networks’s revenue for the quarter was up 28.9% on a year-over-year basis.

Other equities analysts have also recently issued research reports about the company. Barclays reiterated an “overweight” rating and issued a $184.00 price objective (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Rosenblatt Securities upgraded Arista Networks from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $165.00 to $180.00 in a research note on Tuesday. TD Cowen assumed coverage on Arista Networks in a research note on Thursday, March 12th. They issued a “buy” rating and a $170.00 price objective for the company. Morgan Stanley reiterated an “overweight” rating and issued a $165.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Finally, UBS Group set a $200.00 price objective on Arista Networks in a research note on Tuesday, February 24th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Arista Networks has an average rating of “Moderate Buy” and an average target price of $176.44.

Arista Networks Stock Performance

Shares of ANET opened at $145.13 on Wednesday. The stock has a 50-day simple moving average of $133.91 and a 200-day simple moving average of $135.83. The stock has a market capitalization of $182.36 billion, a PE ratio of 52.58, a PEG ratio of 2.24 and a beta of 1.48. Arista Networks has a 1 year low of $66.59 and a 1 year high of $164.94.

Insiders Place Their Bets

In other news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $125.95, for a total transaction of $1,007,600.00. Following the sale, the director owned 216,333 shares of the company’s stock, valued at approximately $27,247,141.35. This trade represents a 3.57% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 26,000 shares of the firm’s stock in a transaction dated 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 199,632 shares of company stock worth $26,873,604 over the last 90 days. Insiders own 3.39% of the company’s stock.

Institutional Investors Weigh In On Arista Networks

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in Arista Networks by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock worth $13,258,877,000 after buying an additional 1,188,799 shares during the period. State Street Corp increased its position in Arista Networks by 1.4% during the fourth quarter. State Street Corp now owns 46,970,697 shares of the technology company’s stock worth $6,154,570,000 after buying an additional 628,146 shares during the period. Price T Rowe Associates Inc. MD increased its position in Arista Networks by 1.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 37,171,766 shares of the technology company’s stock worth $4,870,618,000 after buying an additional 380,724 shares during the period. Geode Capital Management LLC increased its position in Arista Networks by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 26,447,629 shares of the technology company’s stock worth $3,455,095,000 after buying an additional 477,625 shares during the period. Finally, Norges Bank acquired a new position in Arista Networks during the fourth quarter worth approximately $1,558,563,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Rosenblatt upgraded ANET from Neutral to Buy and raised its price target to $180, citing Arista’s leadership in AI/data-center networking as the reason for sizable upside potential. Rosenblatt upgrades Arista Networks (ANET)
• Positive Sentiment: Multiple brokerages are bullish: Susquehanna initiated coverage with a Buy/$160 PT and consensus broker ratings trend to “Moderate Buy,” driven by large hyperscaler orders (Google, Anthropic). Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Analyst estimate revisions are trending higher: Erste upped its FY2027 EPS view slightly and Zacks highlights a jump in 2026–27 EPS estimates as Arista 2.0 products and cloud demand gain traction. That supports upside to near-term consensus. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Positive Sentiment: Coverage and trade narratives emphasize Arista’s strengthening data‑center positioning and role in AI infrastructure, a tailwind if hyperscaler spending remains strong. Arista Networks (NYSE:ANET) Strengthens Data Center Position In NYSE Composite
• Neutral Sentiment: Upcoming catalyst: Arista will report Q1 2026 results after the close on May 5 — a potential volatility event that could confirm or reverse the recent analyst optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Negative Sentiment: Zacks and other commentary flag risks: rising costs and depleting margins could pressure profitability even as revenue accelerates from AI/cloud customers — so upside hinges on margin recovery or scalable product mix improvements. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Negative Sentiment: Valuation is rich (trailing PE >50) and expectations are elevated; a miss in May results or weaker guidance could trigger significant downside given current sentiment.

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.