Q4 EPS Estimates for Arista Networks Raised by William Blair

Arista Networks, Inc. (NYSE:ANET) – William Blair lifted their Q4 2025 EPS estimates for shares of Arista Networks in a research note issued on Wednesday, November 5th. William Blair analyst S. Naji now forecasts that the technology company will post earnings of $0.67 per share for the quarter, up from their prior estimate of $0.65. William Blair has a “Outperform” rating on the stock. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share.

ANET has been the subject of several other research reports. Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 23rd. Needham & Company LLC upped their target price on shares of Arista Networks from $155.00 to $160.00 and gave the company a “buy” rating in a report on Tuesday, September 16th. UBS Group increased their price target on shares of Arista Networks from $115.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, August 6th. Piper Sandler reissued a “neutral” rating and set a $145.00 price objective (up previously from $143.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arista Networks in a report on Tuesday, October 14th. Nineteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $164.31.

Arista Networks Stock Performance

ANET stock opened at $134.62 on Monday. The company has a market cap of $169.52 billion, a price-to-earnings ratio of 52.95, a P/E/G ratio of 3.37 and a beta of 1.48. The business’s 50-day moving average is $146.66 and its two-hundred day moving average is $120.11. Arista Networks has a fifty-two week low of $59.43 and a fifty-two week high of $164.94.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.03. Arista Networks had a return on equity of 31.05% and a net margin of 40.90%.The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.26 billion. During the same period last year, the business posted $2.40 EPS. The company’s revenue for the quarter was up 27.5% on a year-over-year basis. Arista Networks has set its Q4 2025 guidance at EPS.

Insider Transactions at Arista Networks

In related news, insider Kenneth Duda sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, September 17th. The stock was sold at an average price of $141.79, for a total value of $4,253,700.00. Following the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $1,839,867.04. The trade was a 69.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles H. Giancarlo sold 58,000 shares of the company’s stock in a transaction that occurred on Friday, September 19th. The stock was sold at an average price of $148.42, for a total value of $8,608,360.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,009,040 shares of company stock valued at $294,365,034 over the last 90 days. Company insiders own 3.39% of the company’s stock.

Hedge Funds Weigh In On Arista Networks

A number of hedge funds and other institutional investors have recently modified their holdings of ANET. Brighton Jones LLC boosted its holdings in shares of Arista Networks by 321.7% during the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks in the fourth quarter worth about $202,000. Bison Wealth LLC bought a new position in Arista Networks during the fourth quarter valued at approximately $251,000. Allworth Financial LP grew its holdings in Arista Networks by 5.7% during the 1st quarter. Allworth Financial LP now owns 10,866 shares of the technology company’s stock valued at $818,000 after buying an additional 585 shares in the last quarter. Finally, Alps Advisors Inc. increased its stake in Arista Networks by 7.3% in the 1st quarter. Alps Advisors Inc. now owns 4,225 shares of the technology company’s stock worth $327,000 after acquiring an additional 289 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

Arista Networks Company Profile

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.