Arista Networks, Inc. (NYSE:ANET) Stock Has Average Price Target of $233.20 According to Brokerages

Shares of Arista Networks, Inc. (NYSE:ANET) have received an average recommendation of “Buy” from the twenty-four research firms that are currently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a hold recommendation, twenty-one have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $233.20.

Several equities research analysts recently issued reports on the stock. Piper Sandler reaffirmed an “overweight” rating and set a $240.00 price target (up from $181.00) on shares of Arista Networks in a report on Wednesday, August 5th. Needham & Company LLC reissued a “buy” rating and issued a $260.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Truist Financial increased their price objective on shares of Arista Networks from $175.00 to $234.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Barclays restated an “overweight” rating and issued a $289.00 target price (up from $195.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, Jefferies Financial Group set a $250.00 target price on shares of Arista Networks in a research note on Wednesday, August 5th.

Arista Networks Price Performance

ANET opened at $187.28 on Friday. Arista Networks has a 52-week low of $114.52 and a 52-week high of $217.41. The business’s fifty day moving average is $195.64 and its 200-day moving average is $163.86.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.89 by $0.13. The firm had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.73 earnings per share. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, research analysts expect that Arista Networks will post 3.79 earnings per share for the current year.

More Arista Networks News

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

• Positive Sentiment: AI networking momentum is driving investor optimism. Arista reportedly delivered a record quarter, including its first quarter with more than $3 billion in revenue, as demand accelerated for Ethernet-based networking equipment used in AI data centers. Management also raised its 2026 revenue outlook. Arista Networks (ANET) Is Winning AI Data Center Network Share
• Positive Sentiment: Arista is taking share from Nvidia’s InfiniBand platform. Analysts and market commentators say Arista’s open Ethernet fabrics, built with Broadcom silicon, are increasingly being selected for AI infrastructure projects that might previously have used Nvidia’s proprietary InfiniBand technology. This expands Arista’s addressable market and supports its long-term growth case. The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia’s InfiniBand Monopoly
• Positive Sentiment: Strong prior results provide a favorable earnings setup. Arista’s latest reported quarter exceeded consensus expectations, with revenue of $3.04 billion, up 37.7% year over year, and earnings per share of $1.02 versus the $0.89 estimate. Investors are now looking for continued strength at the November earnings event. Arista Networks Stocks Gain 5.61% Ahead of November Earnings Test
• Neutral Sentiment: Insider selling is a cautionary signal, but not yet a fundamental change. Arista insiders have sold shares alongside insiders at other AI-related companies. However, the report notes that analyst support, institutional interest and operating fundamentals remain broadly favorable. Insiders Are Selling These 5 AI Stocks—Should You Worry?
• Negative Sentiment: Funding concerns and valuation create downside risks. Elon Musk’s warning that debt-market funding for AI data centers may be drying up raises questions about future customer spending. In addition, Arista’s premium valuation leaves the stock vulnerable if November results or guidance fail to meet elevated expectations. Is Money for AI Data Centers Drying Up?

Insider Transactions at Arista Networks

In related news, CEO Jayshree Ullal sold 130,553 shares of the business’s stock in a transaction on Friday, October 9th. The stock was sold at an average price of $217.10, for a total transaction of $28,343,056.30. Following the sale, the chief executive officer owned 4,774,691 shares in the company, valued at $1,036,585,416.10. The trade was a 2.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Templeton sold 5,000 shares of the company’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $204.37, for a total value of $1,021,850.00. Following the completion of the transaction, the director directly owned 48,410 shares of the company’s stock, valued at approximately $9,893,551.70. The trade was a 9.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 3,627,449 shares of company stock worth $741,235,386. Insiders own 2.70% of the company’s stock.

Institutional Trading of Arista Networks

Several hedge funds and other institutional investors have recently made changes to their positions in ANET. Cura Wealth Advisors LLC grew its holdings in Arista Networks by 3.1% during the 2nd quarter. Cura Wealth Advisors LLC now owns 1,748 shares of the technology company’s stock worth $297,000 after acquiring an additional 52 shares during the last quarter. Affinity Capital Advisors LLC lifted its holdings in shares of Arista Networks by 1.4% during the third quarter. Affinity Capital Advisors LLC now owns 3,770 shares of the technology company’s stock worth $817,000 after purchasing an additional 53 shares during the period. Madison Wealth Partners Inc lifted its holdings in shares of Arista Networks by 2.8% during the second quarter. Madison Wealth Partners Inc now owns 2,179 shares of the technology company’s stock worth $370,000 after purchasing an additional 60 shares during the period. Intrua Financial LLC grew its stake in shares of Arista Networks by 2.7% in the first quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after purchasing an additional 61 shares during the last quarter. Finally, Brucke Financial Inc. grew its stake in shares of Arista Networks by 4.7% in the third quarter. Brucke Financial Inc. now owns 1,391 shares of the technology company’s stock worth $283,000 after purchasing an additional 63 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Company Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.

Arista’s portfolio includes data center and campus switches, routing platforms, wireless networking products, network operating software and network management tools.