Arista Networks (NYSE:ANET) Price Target Raised to $185.00

Arista Networks (NYSE:ANET) had its price objective boosted by Wells Fargo & Company from $175.00 to $185.00 in a research note published on Friday morning,Benzinga reports. They currently have an overweight rating on the technology company’s stock.

A number of other brokerages have also recently commented on ANET. Morgan Stanley reduced their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. The Goldman Sachs Group reissued a “buy” rating and issued a $188.00 price objective (up from $165.00) on shares of Arista Networks in a research note on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Needham & Company LLC increased their target price on shares of Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research report on Friday. Finally, Piper Sandler reissued an “overweight” rating and issued a $175.00 price target (up from $159.00) on shares of Arista Networks in a research note on Friday. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Arista Networks currently has a consensus rating of “Moderate Buy” and an average price target of $175.41.

Arista Networks Stock Performance

Arista Networks stock opened at $141.46 on Friday. The stock has a market capitalization of $178.13 billion, a P/E ratio of 51.25, a P/E/G ratio of 2.39 and a beta of 1.42. The company’s fifty day moving average price is $133.05 and its 200 day moving average price is $137.10. Arista Networks has a 1 year low of $59.43 and a 1 year high of $164.94.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.07. The business had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company’s revenue was up 28.9% compared to the same quarter last year. During the same period last year, the firm posted $0.66 earnings per share. Sell-side analysts predict that Arista Networks will post 2.2 EPS for the current year.

Insider Activity

In other news, CEO Jayshree Ullal sold 24,042 shares of the stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the sale, the chief executive officer owned 9,917 shares of the company’s stock, valued at $1,235,162.35. This represents a 70.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Kelly Bodnar Battles sold 422 shares of Arista Networks stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $117.15, for a total transaction of $49,437.30. Following the sale, the director directly owned 8,980 shares in the company, valued at approximately $1,052,007. The trade was a 4.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 160,464 shares of company stock valued at $20,351,388. Company insiders own 3.54% of the company’s stock.

Institutional Trading of Arista Networks

Several institutional investors and hedge funds have recently bought and sold shares of ANET. Vanguard Group Inc. raised its stake in shares of Arista Networks by 1.2% in 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 raised its position in Arista Networks by 1.4% in the fourth quarter. State Street Corp now owns 46,970,697 shares of the technology company’s stock valued at $6,154,570,000 after purchasing an additional 628,146 shares during the period. Geode Capital Management LLC lifted its stake in Arista Networks by 1.8% during 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 in the last quarter. Cresset Asset Management LLC boosted its position in shares of Arista Networks by 1.0% during the second quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock worth $2,698,362,000 after buying an additional 263,272 shares during the period. Finally, Norges Bank acquired a new stake in shares of Arista Networks in the second quarter valued at $1,228,177,000. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Reported stronger-than-expected Q4 results: EPS $0.82 vs. $0.75 est., revenue $2.49B (+28.9% YoY) and record net income; company raised AI revenue targets and issued revenue guidance above Street estimates, supporting the AI-driven growth narrative. Read More.
• Positive Sentiment: Analysts are lifting price targets and turning more bullish (Wells Fargo, Needham, Rosenblatt among those raising targets/ratings), giving additional analyst-driven momentum to the stock. Read More.
• Positive Sentiment: Market views Arista as outperforming peers (notably Cisco) by managing supply-chain pressures and capturing hyperscaler AI capex, which supports margin resilience and share gains. Read More.
• Neutral Sentiment: Management said Arista is diversifying accelerator support: deployments that were ~99% Nvidia a year ago now include ~20–25% AMD — a strategic shift that increases customer options but alters vendor dynamics. Traders note this may be weighing on GPU vendor stocks while benefiting Arista’s flexibility. Read More.
• Neutral Sentiment: Unusually high options activity is signaling elevated trader interest/positioning ahead of and after earnings. Read More.
• Negative Sentiment: Valuation is rich (ANET trades at a high P/E), and some commentary asks whether the recent run (one-year gains) leaves less margin for error if growth slows. This could temper longer-term upside. Read More.
• Negative Sentiment: Rising component/memory costs are a sector-wide headwind; management says it’s mitigating impacts via purchase commitments, but cost pressure remains a watch item for margins. Read More.

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.