Arista Networks, Inc.ANETNYSE
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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 20% higher.

Bear Case
$155.00
+13%
Consensus
$165.60
+20%
Bull Case
$183.00
+33%
Price Range21 analysts
Low
Consensus
High
$155.00
$183.00
Current Target
Current Price
$137.49
Upside to Target
$28.11

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

Earnings & Revenue Estimates

2026E$3.37(15 analysts)
P/E48x
Current: 48.2x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+20.37%
EPS+20.95%
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