Analysts Set Arista Networks, Inc. (NYSE:ANET) Price Target at $226.05

Shares of Arista Networks, Inc. (NYSE:ANET) have been assigned a consensus recommendation of “Buy” from the twenty-five research firms that are currently covering the stock, MarketBeat reports. Twenty-three equities research analysts have rated the stock with a buy rating and two have assigned a strong buy rating to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $226.05.

Several analysts have recently commented on the company. JPMorgan Chase & Co. increased their price objective on Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Evercore reaffirmed an “outperform” rating on shares of Arista Networks in a research report on Wednesday, August 5th. Wells Fargo & Company reiterated an “overweight” rating and set a $255.00 price target (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. The Goldman Sachs Group reissued a “buy” rating and issued a $225.00 price target on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, KeyCorp restated an “overweight” rating and set a $250.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th.

Arista Networks News Summary

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

• Positive Sentiment: Arista’s Q2 earnings call highlighted strong AI infrastructure demand, approximately $3 billion in quarterly revenue and full-year revenue guidance of $12.6 billion. Management also noted that supply-chain tightness reflects elevated customer demand. Arista Q2 2026 Earnings Call Transcript
• Positive Sentiment: Arista continues expanding its role in AI networking, computing and data-center infrastructure, supporting the long-term growth case as AI investment accelerates. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
• Positive Sentiment: Zacks Research upgraded ANET from “hold” to “strong-buy,” adding to the favorable Wall Street sentiment surrounding the stock. Zacks.com
• Positive Sentiment: Analyst coverage remains broadly optimistic, which could support the shares if AI growth continues to exceed expectations. Is Arista Networks a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Options-market analysis suggests a wide potential trading range over the next 10 months, indicating substantial volatility and uncertainty rather than a clear directional signal. How Far Can Arista Stock Move Without Anything Going Wrong?
• Neutral Sentiment: A covered-call strategy offers shareholders income while capping upside at a higher price, reflecting investor efforts to monetize elevated volatility. Get Paid 18% a Year to Cap Your ANET Stock at 21% Higher
• Neutral Sentiment: Weakness in Cisco shares following gross-margin concerns, despite strong AI orders, highlights broader investor sensitivity to profitability and competitive dynamics in AI networking. Cisco Drops on Gross Margin Fears
• Negative Sentiment: At roughly 64 times earnings, Arista’s valuation leaves limited room for execution missteps, making the stock vulnerable to profit-taking even with strong AI growth.
• Negative Sentiment: Co-founder Andreas Bechtolsheim’s sale of 111,848 shares may reinforce near-term selling pressure and investor concerns about insider confidence. Andreas Bechtolsheim Sells Arista Shares

Arista Networks Price Performance

NYSE:ANET opened at $204.10 on Tuesday. The firm has a 50-day moving average of $173.19 and a 200-day moving average of $154.41. The company has a market cap of $257.42 billion, a PE ratio of 64.38, a PEG ratio of 2.18 and a beta of 1.60. Arista Networks has a one year low of $114.52 and a one year high of $214.89.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The company had revenue of $3.04 billion for the quarter, compared to analyst estimates of $2.83 billion. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The firm’s revenue was up 37.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, equities research analysts expect that Arista Networks will post 3.7 earnings per share for the current fiscal year.

Insider Activity

In related news, major shareholder Andreas Bechtolsheim sold 111,848 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $192.75, for a total transaction of $21,558,702.00. Following the completion of the sale, the insider owned 109,833 shares in the company, valued at approximately $21,170,310.75. This trade represents a 50.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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 that occurred on Monday, July 20th. The stock was sold at an average price of $170.51, for a total transaction of $4,433,260.00. Following the sale, the insider owned 462,400 shares of the company’s stock, valued at approximately $78,843,824. The trade was a 5.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 3,819,659 shares of company stock worth $687,397,841. 2.70% of the stock is owned by insiders.

Institutional Trading of Arista Networks

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank purchased a new position in Arista Networks during the fourth quarter worth about $1,558,563,000. M&T Bank Corp raised its holdings in shares of Arista Networks by 3,182.7% in the 4th quarter. M&T Bank Corp now owns 4,012,373 shares of the technology company’s stock valued at $525,741,000 after acquiring an additional 3,890,146 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Arista Networks by 59.3% during the 4th quarter. Franklin Resources Inc. now owns 7,878,360 shares of the technology company’s stock valued at $1,032,302,000 after acquiring an additional 2,934,098 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of Arista Networks by 34.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 9,725,196 shares of the technology company’s stock valued at $1,712,788,000 after acquiring an additional 2,497,275 shares during the last quarter. Finally, Pictet Asset Management Holding SA grew its holdings in shares of Arista Networks by 86.0% during the first quarter. Pictet Asset Management Holding SA now owns 4,240,951 shares of the technology company’s stock worth $520,168,000 after purchasing an additional 1,960,829 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

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.