Rosenblatt Securities Forecasts Strong Price Appreciation for Arista Networks (NYSE:ANET) Stock

Arista Networks (NYSE:ANET) had its target price boosted by analysts at Rosenblatt Securities from $140.00 to $165.00 in a research note issued to investors on Tuesday,Benzinga reports. The brokerage presently has a “neutral” rating on the technology company’s stock. Rosenblatt Securities’ price target points to a potential upside of 17.05% from the company’s current price.

Several other research analysts have also recently weighed in on the stock. Barclays reaffirmed an “overweight” rating and issued a $183.00 price target (up previously from $179.00) on shares of Arista Networks in a report on Wednesday, November 5th. Erste Group Bank lowered Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Morgan Stanley dropped their price target on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Piper Sandler upgraded shares of Arista Networks from a “neutral” rating to an “overweight” rating and upped their price objective for the stock from $145.00 to $159.00 in a research report on Monday, January 5th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Seventeen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $166.00.

Arista Networks Trading Down 1.7%

ANET stock opened at $140.96 on Tuesday. The firm has a 50 day moving average of $132.65 and a 200-day moving average of $136.71. The firm has a market capitalization of $177.51 billion, a P/E ratio of 53.60, a price-to-earnings-growth ratio of 2.42 and a beta of 1.42. Arista Networks has a 12 month low of $59.43 and a 12 month high of $164.94.

Insiders Place Their Bets

In other news, insider Kenneth Duda sold 30,000 shares of the company’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 completion of the sale, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,598,124.16. This represents a 69.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the transaction, the director directly owned 9,784 shares in the company, valued at approximately $1,373,967.12. This represents a 44.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 216,464 shares of company stock valued at $27,553,548. 3.39% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in Arista Networks by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after acquiring an additional 1,188,799 shares during the period. State Street Corp lifted its position in Arista Networks by 0.5% during the third quarter. State Street Corp now owns 46,342,551 shares of the technology company’s stock valued at $6,752,573,000 after purchasing an additional 245,976 shares during the period. Geode Capital Management LLC boosted its holdings in Arista Networks by 1.8% in 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 purchasing an additional 477,625 shares during the last quarter. Cresset Asset Management LLC grew its position in Arista Networks by 1.0% in the 2nd quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock worth $2,698,362,000 after purchasing an additional 263,272 shares during the period. Finally, Norges Bank bought a new stake in Arista Networks in the 2nd quarter worth approximately $1,228,177,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Key Stories Impacting Arista Networks

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

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.