Erste Group Bank Comments on Arista Networks FY2027 Earnings

Arista Networks, Inc. (NYSE:ANET) – Research analysts at Erste Group Bank raised their FY2027 EPS estimates for shares of Arista Networks in a research report issued to clients and investors on Thursday, April 2nd. Erste Group Bank analyst H. Engel now expects that the technology company will earn $3.80 per share for the year, up from their previous estimate of $3.79. The consensus estimate for Arista Networks’ current full-year earnings is $2.20 per share.

Arista Networks (NYSE:ANET) last announced 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 net margin of 38.99% and a return on equity of 30.37%. 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 prior year, the company earned $0.66 EPS. The company’s revenue was up 28.9% compared to the same quarter last year.

Several other equities research analysts have also recently weighed in on the stock. Rosenblatt Securities raised shares of Arista Networks from a “neutral” rating to a “buy” rating and upped their price target for the stock from $165.00 to $180.00 in a research report on Tuesday. UBS Group set a $200.00 target price on shares of Arista Networks in a research report on Tuesday, February 24th. Truist Financial started coverage on shares of Arista Networks in a research report on Tuesday, March 31st. They set a “buy” rating and a $161.00 target price for the company. Piper Sandler reissued an “overweight” rating and set a $175.00 target price (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, TD Cowen started coverage on shares of Arista Networks in a research report on Thursday, March 12th. They set a “buy” rating and a $170.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $176.44.

Arista Networks Stock Performance

Shares of ANET opened at $133.36 on Wednesday. The company has a 50 day moving average price of $134.02 and a 200-day moving average price of $135.76. Arista Networks has a fifty-two week low of $66.59 and a fifty-two week high of $164.94. The stock has a market capitalization of $167.58 billion, a PE ratio of 48.32, a PEG ratio of 2.24 and a beta of 1.48.

Insider Activity

In other Arista Networks news, Director Yvonne Wassenaar sold 1,395 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $134.34, for a total value of $187,404.30. Following the completion of the transaction, the director owned 11,179 shares of the company’s stock, valued at approximately $1,501,786.86. This trade represents a 11.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $125.95, for a total transaction of $1,007,600.00. Following the completion of the transaction, the director directly owned 216,333 shares of the company’s stock, valued at approximately $27,247,141.35. This represents a 3.57% 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. Over the last three months, insiders sold 199,632 shares of company stock worth $26,873,604. 3.54% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ANET. Brighton Jones LLC raised its holdings in shares of Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after buying an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of Arista Networks in the fourth quarter worth $202,000. Bison Wealth LLC acquired a new stake in shares of Arista Networks in the fourth quarter worth $251,000. Sivia Capital Partners LLC increased its stake in shares of Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares during the period. Finally, Brown Advisory Inc. increased its stake in shares of Arista Networks by 15.6% in the second quarter. Brown Advisory Inc. now owns 9,765 shares of the technology company’s stock worth $999,000 after acquiring an additional 1,319 shares during the period. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Rosenblatt upgraded ANET to “Buy” and set a $180 price target (~35% upside), citing Arista’s leadership in AI/data-center networking as a key catalyst. Arista Networks Upgraded to Buy: Rosenblatt Says the AI Networking Leader Is Worth $180
• Positive Sentiment: Analyst upgrade citing expected data-center orders from Google and Anthropic — Rosenblatt/others expect Arista to beat 2026 revenue growth consensus thanks to hyperscaler spending. Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Seeking Alpha and other analysts highlight Arista’s durable moat (EOS software lock‑in) and positioning for 1.6/3.2 Tbps switch cycles, supporting market-share gains in an AI-driven capex cycle. Arista Networks: AI Networking Growth With A Durable Moat (Rating Upgrade)
• Positive Sentiment: BNP Paribas notes Arista’s XPO product has secured over 100 agreement partners — a sign of ecosystem adoption that can help enterprise and hyperscaler wins. Arista’s XPO product sees over 100 agreement partners: BNP Paribas
• Positive Sentiment: Media coverage (The Motley Fool, Barron’s, others) is re-framing Arista as a top data-center/AI networking play alongside Broadcom, fueling investor interest and momentum. Why Arista Networks Stock Crushed it on Tuesday
• Neutral Sentiment: Arista set its Q1 FY2026 earnings release for after the close on May 5 with a management call on May 5 at 1:30 PM — a near-term catalyst that could confirm or temper current optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Neutral Sentiment: Aggregator ratings now show an average “Moderate Buy” from brokerages, reflecting consensus bullishness but also some variability in price targets. Arista Networks, Inc. (NYSE:ANET) Receives Average Rating of “Moderate Buy” from Brokerages

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.