Erste Group Bank Forecasts Arista Networks FY2026 Earnings

Arista Networks, Inc. (NYSE:ANET) – Equities research analysts at Erste Group Bank upped their FY2026 earnings per share (EPS) estimates for Arista Networks in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the technology company will post earnings of $3.12 per share for the year, up from their prior forecast of $3.11. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share. Erste Group Bank also issued estimates for Arista Networks’ FY2027 earnings at $3.79 EPS.

Arista Networks (NYSE:ANET) last released 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. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The firm had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.38 billion. During the same quarter in the prior year, the company earned $0.66 earnings per share. The business’s revenue for the quarter was up 28.9% compared to the same quarter last year.

Other equities research analysts have also recently issued research reports about the company. Barclays restated an “overweight” rating and issued a $184.00 price target (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler reiterated an “overweight” rating and issued a $175.00 price objective (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. Evercore reissued an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a research report on Friday, February 13th. UBS Group set a $200.00 target price on shares of Arista Networks in a research note on Tuesday, February 24th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Arista Networks presently has a consensus rating of “Moderate Buy” and an average target price of $176.47.

Arista Networks Trading Down 1.3%

Shares of NYSE ANET opened at $120.96 on Thursday. The company has a market capitalization of $151.99 billion, a P/E ratio of 43.83, a P/E/G ratio of 2.17 and a beta of 1.46. Arista Networks has a 12 month low of $59.43 and a 12 month high of $164.94. The stock has a 50 day moving average of $135.49 and a 200-day moving average of $136.90.

Institutional Trading of Arista Networks

Several hedge funds and other institutional investors have recently bought and sold shares of ANET. Brighton Jones LLC boosted its stake in shares of Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after buying an additional 5,955 shares during the period. Revolve Wealth Partners LLC bought a new position in Arista Networks during the 4th quarter worth $202,000. Bison Wealth LLC bought a new position in Arista Networks during the 4th quarter worth $251,000. Sivia Capital Partners LLC raised its holdings in Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after acquiring an additional 3,496 shares in the last quarter. Finally, AlphaCore Capital LLC acquired a new position in Arista Networks in the 2nd quarter valued at $78,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the sale, the director directly owned 12,574 shares of the company’s stock, valued at $1,665,300.56. This represents a 12.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 199,632 shares of company stock valued at $26,936,324 in the last ninety days. 3.39% of the stock is currently owned by corporate insiders.

Arista Networks News Summary

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts for Arista, a modest lift to forward earnings expectations that supports longer‑term growth assumptions. Erste Group raises EPS estimates (MarketBeat)
• Positive Sentiment: The Motley Fool argues Arista is “quietly winning the AI race,” highlighting Arista’s strength in high‑performance networking for large data centers — a structural tailwind as AI infrastructure spending grows. The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026
• Neutral Sentiment: Zacks highlights Arista as a “strong growth stock” using style scores, which may attract growth‑oriented investors but is not new fundamental news. Here’s Why Arista Networks (ANET) is a Strong Growth Stock
• Neutral Sentiment: Zacks also flags ANET as a trending/most‑searched stock, signaling heightened retail/institutional attention that can increase short‑term volatility without changing fundamentals. Arista Networks, Inc. (ANET) Is a Trending Stock
• Neutral Sentiment: Analyses assessing Arista’s valuation note mixed near‑term returns versus strong multi‑year shareholder gains — a reminder valuation could cap upside after a big run. Assessing Arista Networks (ANET) Valuation
• Negative Sentiment: Coverage on Nvidia’s networking unit shows NVDA scaling into high‑speed interconnects for AI — a competitive dynamic that could pressure Arista on pricing and market share in GPU‑dense data centers. Is NVDA’s Networking Unit Becoming a Core Growth Engine?

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.