Arista Networks, Inc.ANETNYSE

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Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 90% recommend buying.

Consensus Rating

Buy

21 analysts·High coverage

90%

Rating Distribution

Strong Buy

00%

Buy

1990%

Hold

210%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 29% higher.

Bear Case

$150.00

+18%

Consensus

$163.00

+29%

Bull Case

$183.00

+44%

Price Range21 analysts

Low

Consensus

High

$150.00

$183.00

Current Target

Current Price

$126.78

Upside to Target

$36.22

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$3.37(14 analysts)

P/E46x

Current: 46.3x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+20.37%

EPS+20.96%

FY2028

Rev+20.16%

EPS+22.31%

FY2029

Rev+23.57%

EPS+20.31%

Earnings Surprises

Beat rate:100%(12/12 quarters)

Avg surprise:+12.5%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 5, 2026Piper Sandler

Arista Networks upgraded to Overweight from Neutral at Piper Sandler

Target:$159.00

+19.0%from $133.60

Dec 17, 2025Morgan Stanley

Arista Networks price target lowered to $159 from $171 at Morgan Stanley

Target:$159.00

+26.1%from $126.13

Dec 3, 2025UBS

UBS Reiterates Buy Rating on Arista Networks (ANET) as FY26 Outlook Confident

Target:$155.00

+22.0%from $127.01

Nov 5, 2025Piper Sandler

Arista Networks (ANET) PT Raised to $145 at Piper Sandler

Target:$145.00

+1.6%from $142.65

Nov 5, 2025Barclays

Arista Networks price target raised to $183 from $179 at Barclays

Target:$183.00

+19.2%from $153.55

Oct 10, 2025Morgan Stanley

Arista Networks price target raised to $171 from $140 at Morgan Stanley

Target:$171.00

+8.1%from $158.23

Sep 25, 2025BNP Paribas

BNP Paribas Exane upgrades AI supercycle beneficiary Arista to Outperform

Target:$172.00

+20.2%from $143.06

Aug 6, 2025Evercore ISI

Arista Networks (ANET) PT Raised to $150 at Evercore ISIMember Login

Target:$150.00

+27.0%from $118.12

Jun 25, 2025KeyBanc

Arista Networks initiated with an Overweight at KeyBanc

Target:$115.00

+19.4%from $96.31

Mar 5, 2025UBS

Arista Networks upgraded to Buy from Neutral at UBS

Target:$115.00

+30.9%from $87.82

Sep 23, 2024Goldman Sachs

Goldman Sachs Reiterates Buy Rating on Arista Networks (ANET)

Target:$430.00

+11.5%from $385.57

Sep 12, 2024Evercore ISI

Evercore ISI on Arista Networks (ANET): 'We continue to see upside to Arista revenue expectations'

Target:$400.00

+12.6%from $355.36

Jul 31, 2024Jefferies

Arista Networks price target raised to $380 from $340 at Jefferies

Target:$380.00

+22.0%from $311.42

Jul 24, 2024Wells Fargo

Arista Networks price target raised to $390 from $340 at Wells Fargo

Target:$390.00

+12.5%from $346.65

Jun 6, 2024New Street

Goldman Sachs Reiterates Buy Rating on Arista Networks (ANET)

Target:$389.00

+31.6%from $295.50

Jun 5, 2024Morgan Stanley

Morgan Stanley Reiterates Overweight Rating on Arista Networks (ANET)

Target:$300.00

+0.8%from $297.56

May 23, 2024Rosenblatt Securities

Rosenblatt on Arista Networks (ANET): 'we think Nvidia clearly has ANET in its sights'

Target:$220.00

-27.0%from $301.42

May 20, 2024Evercore ISI

Arista Networks price target raised to $340 from $320 at Evercore ISI

Target:$340.00

+6.3%from $319.89

May 8, 2024KeyBanc

Arista Networks (ANET) PT Raised to $349 at KeyBanc

Target:$349.00

+19.7%from $291.67

Apr 12, 2024Evercore ISI

Evercore on Arista Networks (ANET): 'We expect AI switching market share to look very similar to current hyperscale switching market share'

Target:$300.00

+10.6%from $271.22

Apr 12, 2024Rosenblatt Securities

Rosenblatt Double Downgrades Arista Networks (ANET) to Sell

Target:$210.00

-29.2%from $296.58

Mar 21, 2024Goldman Sachs

Arista Networks (ANET) PT Raised to $356 at Goldman Sachs

Target:$356.00

+16.9%from $304.60

Feb 12, 2024JMP Securities

Arista Networks Likely To Report Higher Q4 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Target:$325.00

+15.1%from $282.45

Feb 12, 2024Melius Research

Arista Networks Likely To Report Higher Q4 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Target:$300.00

+6.2%from $282.45

Feb 12, 2024Piper Sandler

Arista Networks Likely To Report Higher Q4 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Target:$209.00

-26.0%from $282.45

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