Arista Networks, Inc. (NYSE:ANET) Given Consensus Recommendation of “Buy” by Brokerages

Shares of Arista Networks, Inc. (NYSE:ANET) have been given an average recommendation of “Buy” by the twenty-five brokerages that are currently covering the stock, Marketbeat Ratings reports. One investment analyst has rated the stock with a hold rating, twenty-two have given a buy rating and two have assigned a strong buy rating to the company. The average twelve-month price objective among brokerages that have covered the stock in the last year is $188.9474.

Several brokerages have recently weighed in on ANET. Needham & Company LLC reaffirmed a “buy” rating and set a $185.00 price target on shares of Arista Networks in a research note on Wednesday, May 6th. Wolfe Research restated an “outperform” rating and set a $175.00 target price on shares of Arista Networks in a report on Wednesday, June 10th. Rosenblatt Securities raised their target price on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Finally, Deutsche Bank Aktiengesellschaft upgraded Arista Networks to a “buy” rating in a report on Wednesday, June 10th.

Arista Networks Stock Performance

NYSE:ANET opened at $168.12 on Friday. The company has a market cap of $211.69 billion, a PE ratio of 57.57, a PEG ratio of 2.65 and a beta of 1.60. Arista Networks has a 52-week low of $106.99 and a 52-week high of $189.82. The stock has a 50-day simple moving average of $161.22 and a 200 day simple moving average of $147.10.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.Arista Networks’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, research analysts predict that Arista Networks will post 3.27 earnings per share for the current fiscal year.

Insider Activity at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the completion of the transaction, the chief executive officer directly owned 5,209,207 shares in the company, valued at $924,321,690.08. This trade represents a 7.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 260,000 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $165.57, for a total value of $43,048,200.00. Following the transaction, the insider directly owned 182,543,048 shares in the company, valued at $30,223,652,457.36. This trade represents a 0.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,092,983 shares of company stock valued at $519,161,650 over the last three months. Insiders own 2.70% of the company’s stock.

Institutional Trading of Arista Networks

Several hedge funds and other institutional investors have recently modified their holdings of ANET. First Community Trust NA acquired a new position in shares of Arista Networks in the second quarter valued at about $3,861,000. Ballast Inc. acquired a new position in Arista Networks during the second quarter valued at approximately $255,000. Wedge Capital Management L L P NC lifted its position in shares of Arista Networks by 12.4% during the 2nd quarter. Wedge Capital Management L L P NC now owns 485,198 shares of the technology company’s stock worth $82,425,000 after buying an additional 53,533 shares during the last quarter. Accel Wealth Management lifted its holdings in shares of Arista Networks by 12.1% in the second quarter. Accel Wealth Management now owns 2,185 shares of the technology company’s stock worth $371,000 after acquiring an additional 236 shares during the last quarter. Finally, Tema ETFs LLC increased its holdings in shares of Arista Networks by 10.1% during the second quarter. Tema ETFs LLC now owns 22,091 shares of the technology company’s stock worth $3,753,000 after buying an additional 2,030 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

More Arista Networks News

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

• Positive Sentiment: Analysts and market commentary continue to position Arista as an AI infrastructure winner, citing strong demand for data-center networking, backlog strength, and the likelihood that AI spending will keep driving growth. UBS sees data center investments to drive demand but supply constraints persist
• Positive Sentiment: Arista was highlighted as a high-growth, wide-moat stock and one of the infrastructure names best positioned to address AI bottlenecks, reinforcing confidence in its long-term competitive position. Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks
• Positive Sentiment: Technical commentary says ANET has been showing strong momentum and setting new highs, which can attract trend-following buyers. Arista Networks stock looks technically strong as it sets new all-time highs
• Positive Sentiment: Arista was upgraded by Erste Group Bank to a buy rating, adding to bullish analyst sentiment. Arista Networks upgraded by Erste Group Bank to Buy
• Neutral Sentiment: CEO Jayshree Ullal sold shares under a pre-arranged 10b5-1 plan. The sale was disclosed normally and does not necessarily point to a change in fundamentals, but it can temper sentiment. SEC filing
• Negative Sentiment: A recent note said ANET underperformed the broader market in the prior session, underscoring that the stock can still see short-term pullbacks despite strong long-term AI demand. Arista Networks suffers a larger drop than the general market

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.