Arista Networks (NYSE:ANET) Price Target Raised to $185.00

Arista Networks (NYSE:ANET) had its price target boosted by investment analysts at Wells Fargo & Company from $175.00 to $185.00 in a report issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s price objective suggests a potential upside of 28.89% from the company’s previous close.

Several other equities analysts have also recently issued reports on ANET. Needham & Company LLC upped their target price on shares of Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research note on Friday. UBS Group reissued a “buy” rating on shares of Arista Networks in a report on Friday. Barclays restated an “overweight” rating and issued a $184.00 target price (up previously from $183.00) on shares of Arista Networks in a report on Friday. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Arista Networks in a research note on Friday. Eighteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Arista Networks currently has a consensus rating of “Moderate Buy” and a consensus price target of $173.00.

Arista Networks Trading Up 6.2%

ANET traded up $8.41 during trading on Friday, hitting $143.53. 7,407,034 shares of the company’s stock traded hands, compared to its average volume of 8,541,265. The stock has a market capitalization of $180.74 billion, a price-to-earnings ratio of 54.43, a PEG ratio of 2.37 and a beta of 1.42. The company’s 50 day simple moving average is $132.80 and its two-hundred day simple moving average is $136.70. Arista Networks has a 12-month low of $59.43 and a 12-month high of $164.94.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.07. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The firm had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. During the same quarter in the previous year, the business earned $0.66 earnings per share. The company’s revenue was up 28.9% on a year-over-year basis. On average, equities analysts expect that Arista Networks will post 2.2 EPS for the current year.

Insider Buying and Selling

In other Arista Networks news, insider Kenneth Duda sold 30,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the completion of the sale, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,598,124.16. The trade was a 69.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $140.43, for a total value of $1,123,440.00. Following the completion of the sale, the director owned 9,784 shares of the company’s stock, valued at approximately $1,373,967.12. The trade was a 44.98% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 216,464 shares of company stock valued at $27,553,548. 3.39% of the stock is owned by company insiders.

Hedge Funds Weigh In On Arista Networks

Several large investors have recently added to or reduced their stakes in the company. Walkner Condon Financial Advisors LLC increased its holdings in Arista Networks by 0.4% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after acquiring an additional 70 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of Arista Networks by 0.4% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock worth $2,133,000 after purchasing an additional 70 shares during the last quarter. AdvisorNet Financial Inc lifted its position in shares of Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after buying an additional 72 shares in the last quarter. United Asset Strategies Inc. lifted its position in shares of Arista Networks by 1.2% in the fourth quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock worth $827,000 after buying an additional 72 shares in the last quarter. Finally, Crown Wealth Group LLC boosted its stake in Arista Networks by 2.4% during the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after buying an additional 75 shares during the last quarter. Hedge funds and other 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: Beat and raised outlook — Arista reported Q4 EPS of $0.82 vs. $0.75 consensus and revenue of $2.49B vs. $2.38B, with revenue +28.9% y/y; management raised AI revenue guidance to $3.25B (an ~18% lift to the AI target) and issued revenue guidance above Street estimates — a direct driver of the stock move. Arista Networks Raises The Bar – Hyperscalers Unleash Capex (Q4 Review)
• Positive Sentiment: Upbeat revenue guidance lifted sentiment — Arista forecast annual revenue above Wall Street estimates, citing accelerating demand from data centers and AI workloads. That forward visibility pushed shares higher in after-hours trading. Reuters: Arista forecasts upbeat revenue
• Positive Sentiment: Analyst upgrades and higher price targets — Needham raised its price target to $185 with a Buy rating and Rosenblatt also boosted its target, adding institutional support to the rally. Benzinga: Needham price target raise
• Positive Sentiment: Unusually large options activity — Heavy call buying suggests speculative and institutional bullish positioning ahead of/after the print. Arista Sees Unusually High Options Volume
• Positive Sentiment: Outperforming peer Cisco — Coverage notes Arista handled supply-chain headwinds better than Cisco, making it the preferred way to play networking exposure right now. Barron’s: Arista Outshines Cisco
• Neutral Sentiment: Earnings materials and call transcript are available for deeper read — useful for verifying management’s cadence on AI ramp and order book details. Earnings Call Transcript
• Negative Sentiment: Cost and margin watch — Management flagged rising memory costs; they reiterated 2026 gross‑margin outlook by using strategic purchase commitments, but higher component costs remain a potential headwind if AI box prices or memory inflation persist. Seeking Alpha: margin and memory-cost discussion

Arista Networks Company Profile

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.