Brokerages Set Arista Networks, Inc. (NYSE:ANET) Price Target at $225.76

Shares of Arista Networks, Inc. (NYSE:ANET) have been given an average rating of “Buy” by the twenty-five brokerages that are currently covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a hold recommendation, twenty-two have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $225.7619.

ANET has been the subject of a number of recent analyst reports. Wells Fargo & Company restated an “overweight” rating and set a $255.00 target price (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft started coverage on shares of Arista Networks in a report on Monday, August 31st. They issued a “buy” rating and a $220.00 price objective for the company. Rosenblatt Securities lifted their target price on shares of Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research note on Friday, May 15th. Finally, Barclays restated an “overweight” rating and issued a $289.00 price objective (up from $195.00) on shares of Arista Networks in a report on Wednesday, August 5th.

Insider Activity at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total value of $60,990,000.00. Following the completion of the transaction, the insider owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total value of $154,341,575.38. Following the completion of the transaction, the chief executive officer owned 16,387,981 shares of the company’s stock, valued at approximately $3,297,589,536.82. This trade represents a 4.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,782,694 shares of company stock valued at $726,728,187 in the last three months. Corporate insiders own 2.70% of the company’s stock.

Institutional Trading of Arista Networks

A number of hedge funds and other institutional investors have recently modified their holdings of ANET. Lighthouse Financial Services Inc. ADV bought a new position in Arista Networks in the 4th quarter worth about $1,549,000. Bensler LLC bought a new stake in Arista Networks during the fourth quarter valued at about $6,350,000. Reaves W H & Co. Inc. bought a new stake in shares of Arista Networks in the 4th quarter valued at about $3,058,000. Jefferies Financial Group Inc. boosted its stake in Arista Networks by 59.8% in the fourth quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after acquiring an additional 6,591 shares in the last quarter. Finally, First National Bank of Mount Dora Trust Investment Services acquired a new stake in shares of Arista Networks in the 1st quarter worth $5,279,000. 82.47% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Arista’s AI and cloud-networking opportunity remains a key bullish factor. A comparison with IBM highlights ANET’s stronger share-price performance, rising 2026 earnings estimates and exposure to expanding AI infrastructure spending, although Arista trades at a richer valuation. Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now?
• Positive Sentiment: Arista was included among high-return-on-equity, cash-rich stocks that may offer relative resilience while rate-hike fears and market uncertainty weigh on equities. The company’s strong profitability and balance sheet support the investment case. Buy 5 High ROE Stocks as Rate Hike Fears Keep Markets at Bay
• Neutral Sentiment: Arista’s presentation at the Goldman Sachs Communacopia + Technology Conference may provide investors with additional information on demand trends and AI networking, but the available report does not identify a material new announcement. Arista Networks Presents at Goldman Sachs Conference
• Negative Sentiment: Arista’s approximately $9.7 billion in AI commitments may not translate into reported revenue immediately. Power and cooling constraints, along with customer acceptance and deployment timelines, could delay revenue recognition for as long as 18 months, raising execution and near-term growth concerns. Arista’s $9.7 Billion AI Commitments Hide an 18-Month Revenue Wait
• Negative Sentiment: ANET declined more steeply than the broader market in the latest session, signaling near-term investor caution despite its long-term AI outlook. Its elevated valuation increases sensitivity to market-wide risk and any slowdown in expected growth. Arista Networks Falls More Steeply Than Broader Market

Arista Networks Price Performance

Shares of NYSE:ANET opened at $192.93 on Friday. Arista Networks has a 1 year low of $114.52 and a 1 year high of $214.89. The company has a market cap of $243.33 billion, a PE ratio of 60.86, a P/E/G ratio of 2.32 and a beta of 1.62. The stock’s 50-day moving average is $184.54 and its 200 day moving average is $161.43.

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

About Arista Networks

Arista Networks, Inc designs, develops and sells cloud networking solutions for large data centers, cloud service providers, internet companies, enterprises and other organizations. Its portfolio includes high-performance Ethernet switches, routers and wireless networking products used to connect servers, storage systems, users and applications across data center and campus environments.

The company’s software offerings include Arista EOS, its Linux-based network operating system, and CloudVision, a cloud-based platform for network management, automation, monitoring and analytics.