Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Target Price from Brokerages

Shares of Arista Networks, Inc. (NYSE:ANET) have been given an average rating of “Moderate Buy” by the twenty-three brokerages that are currently covering the stock, Marketbeat Ratings reports. Five analysts have rated the stock with a hold recommendation and eighteen have given a buy recommendation to the company. The average 12 month price target among brokers that have covered the stock in the last year is $176.4706.

ANET has been the subject of several research reports. Rosenblatt Securities increased their price objective on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. KeyCorp restated an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. TD Cowen started coverage on Arista Networks in a research report on Thursday, March 12th. They set a “buy” rating and a $170.00 price target on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Finally, Barclays reissued an “overweight” rating and issued a $184.00 price objective (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th.

Insider Buying and Selling at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $140.43, for a total value of $1,123,440.00. Following the completion of the transaction, the director owned 9,784 shares in the company, valued at $1,373,967.12. This trade represents a 44.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,848,301.44. This trade represents a 71.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 141,632 shares of company stock worth $19,156,204 over the last ninety days. Company insiders own 3.39% of the company’s stock.

Institutional Investors Weigh In On Arista Networks

Several institutional investors have recently made changes to their positions in the stock. AdvisorNet Financial Inc grew its position in shares of Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares in the last quarter. Knuff & Co LLC purchased a new stake in Arista Networks during the 3rd quarter worth about $29,000. Board of the Pension Protection Fund bought a new position in Arista Networks in the 4th quarter worth about $26,000. Sankala Group LLC bought a new position in Arista Networks in the 4th quarter worth about $27,000. Finally, Prosperity Bancshares Inc purchased a new position in Arista Networks during the 4th quarter valued at about $28,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Performance

Shares of ANET stock opened at $136.15 on Friday. The firm has a market cap of $171.08 billion, a price-to-earnings ratio of 49.33, a P/E/G ratio of 2.36 and a beta of 1.46. Arista Networks has a 52 week low of $59.43 and a 52 week high of $164.94. The firm’s 50-day simple moving average is $134.95 and its two-hundred day simple moving average is $137.31.

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

More Arista Networks News

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

• Positive Sentiment: Announced a new high‑capacity optics module (XPO) capable of multi‑Tbps throughput—strengthens Arista’s product roadmap for hyperscale AI networking and supports future revenue from AI data centers. Arista Networks (ANET) Announces Agreement For New Optics Module
• Positive Sentiment: Industry commentary highlights Arista as a core player in the “fabric” that ties large AI clusters together—narrative reinforces durable demand for switching/telemetry products among cloud and AI customers. Arista Networks Is Powering The Fabric That Powers AI
• Positive Sentiment: Third‑party investor signals and media attention (including long‑running bullish mentions) keep Arista in AI‑infrastructure conversations—helps attract momentum investors and funds targeting AI plays. Jim Cramer Was Bullish On Arista (ANET) In February 2025 – Stock Is Up By 37%+ Since Then
• Neutral Sentiment: Market recaps note ANET outperformed while the broader market dipped—coverage attributes the move to Arista’s AI exposure and recent earnings beat, reinforcing the same bullish catalysts rather than adding new ones. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Analyst/industry pieces (TD Cowen, Trefis) frame Arista within a broader AI‑infrastructure trade—positive for sector sentiment, but actual upside depends on hyperscaler spend and wins vs. peers. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Neutral Sentiment: Comparative analyst writeups (Celestica vs Arista) highlight differing growth drivers and risks; useful for relative valuation/positioning but not an immediate stock catalyst. Celestica vs. Arista: Which AI Infrastructure Stock is a Better Buy?
• Negative Sentiment: Valuation and volatility remain risks—ANET trades at a high P/E and has above‑market beta, so positive news may already be priced in and downside could be sharp if AI capex slows.

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.