Arista Networks (NYSE:ANET) Stock Price Up 1.4% Following Analyst Upgrade

Arista Networks, Inc. (NYSE:ANET)’s share price rose 1.4% on Tuesday after Rosenblatt Securities raised their price target on the stock from $140.00 to $165.00. Rosenblatt Securities currently has a neutral rating on the stock. Arista Networks traded as high as $145.04 and last traded at $143.71. Approximately 6,119,330 shares changed hands during mid-day trading, a decline of 27% from the average daily volume of 8,390,027 shares. The stock had previously closed at $141.74.

ANET has been the topic of several other reports. UBS Group restated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a report on Wednesday, December 3rd. Barclays reissued an “overweight” rating and issued a $183.00 price target (up from $179.00) on shares of Arista Networks in a research note on Wednesday, November 5th. Erste Group Bank cut shares of Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Morgan Stanley cut their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 17th. Finally, Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $145.00 to $159.00 in a research report on Monday, January 5th. Seventeen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $166.00.

Insiders Place Their Bets

In related news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the transaction, the chief executive officer owned 9,917 shares of the company’s stock, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Kenneth Duda sold 30,000 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total value of $3,694,800.00. Following the sale, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. This represents a 69.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 216,464 shares of company stock valued at $27,553,548 in the last quarter. Insiders own 3.39% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Analysts are broadly upbeat ahead of fiscal Q4 results, forecasting roughly mid-teens earnings growth — a view that supports upside if Arista posts solid guidance. Arista Networks Q4 preview: Analysts bullish ahead of results as earnings seen rising 17%
• Positive Sentiment: Recent analyst commentary compiled by outlets shows continued strong sentiment heading into Q4 results, reinforcing expectations that guidance and AI/datacenter demand remain the key catalysts. Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results
• Positive Sentiment: Rosenblatt raised its price target from $140 to $165 (still a “neutral” rating), implying notable upside potential from current levels — this lift in Street targets can support the stock if earnings meet expectations. Benzinga
• Positive Sentiment: An upgrade from a ratings source highlighted Arista as a leader in networking ahead of Q4 results, which can buoy sentiment if the company reaffirms AI-driven demand trends. Arista Networks No. 1 in its industry; gets rating upgrade with Q4 earnings due Thursday
• Positive Sentiment: Increased options activity: about 44,291 call contracts traded (≈74% above typical call volume), signaling short-term speculative bullish bets that could amplify moves ahead of earnings or news.
• Positive Sentiment: Inclusion on lists of top cloud/computing stocks (alongside GOOGL, MSFT, IBM) highlights Arista’s role in digital transformation themes that attract longer-term investors. Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
• Neutral Sentiment: Coverage noted Arista’s growth tie to AI data centers but flagged new execution and macro risks tied to AI cycles and competitive dynamics — this is a mixed signal that could generate volatility depending on earnings tone. Arista Networks Ties Growth To AI Data Centers Amid New Risks

Hedge Funds Weigh In On Arista Networks

Large investors have recently bought and sold shares of the business. Walkner Condon Financial Advisors LLC raised its position in shares of Arista Networks by 0.4% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after acquiring an additional 70 shares during the last quarter. Whittier Trust Co. of Nevada Inc. grew its stake in shares of Arista Networks by 0.4% during the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock worth $2,133,000 after purchasing an additional 70 shares during the period. AdvisorNet Financial Inc grew its stake in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after purchasing an additional 72 shares during the period. United Asset Strategies Inc. increased its holdings in Arista Networks by 1.2% in the fourth quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock valued at $827,000 after purchasing an additional 72 shares during the last quarter. Finally, Crown Wealth Group LLC lifted its stake in Arista Networks by 2.4% in the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after buying an additional 75 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Price Performance

The stock has a market cap of $177.51 billion, a price-to-earnings ratio of 53.60, a price-to-earnings-growth ratio of 2.42 and a beta of 1.42. The firm has a 50 day simple moving average of $132.65 and a two-hundred day simple moving average of $136.71.

About Arista Networks

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.