Arista Networks (NYSE:ANET) Price Target Raised to $200.00

Arista Networks (NYSE:ANET) had its price objective boosted by Needham & Company LLC from $185.00 to $200.00 in a research note released on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the technology company’s stock.

ANET has been the subject of several other research reports. Morgan Stanley reiterated an “overweight” rating and issued a $190.00 price objective (up from $180.00) on shares of Arista Networks in a research note on Friday, June 12th. Zacks Research lowered Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Erste Group Bank raised Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 15th. Wolfe Research reiterated an “outperform” rating and set a $175.00 price target on shares of Arista Networks in a report on Wednesday, June 10th. Finally, Truist Financial set a $175.00 price objective on Arista Networks in a research report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $189.74.

Arista Networks Trading Down 1.6%

Shares of NYSE:ANET opened at $173.79 on Wednesday. The stock has a market cap of $218.83 billion, a PE ratio of 59.52, a price-to-earnings-growth ratio of 2.71 and a beta of 1.60. The stock’s fifty day simple moving average is $164.95 and its two-hundred day simple moving average is $148.70. Arista Networks has a 1-year low of $113.55 and a 1-year high of $189.82.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the prior year, the business posted $0.65 EPS. The business’s revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, sell-side analysts forecast that Arista Networks will post 3.28 earnings per share for the current fiscal year.

Insider Transactions at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 234,578 shares of the company’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the sale, the chief executive officer directly owned 5,134,207 shares of the company’s stock, valued at $961,020,866.26. This represents a 4.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $167.06, for a total transaction of $1,336,480.00. Following the completion of the transaction, the director owned 192,333 shares of the company’s stock, valued at $32,131,150.98. The trade was a 3.99% 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 90 days, insiders have sold 2,264,983 shares of company stock valued at $376,175,065. 2.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Arista Networks

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Intrua Financial LLC lifted its holdings 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 valued at $283,000 after purchasing an additional 61 shares in the last quarter. NBT Bank N A NY increased its stake in shares of Arista Networks by 37.2% during the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock worth $30,000 after purchasing an additional 67 shares in the last quarter. Hoxton Planning & Management LLC increased its stake in shares of Arista Networks by 4.1% during the 1st quarter. Hoxton Planning & Management LLC now owns 1,744 shares of the technology company’s stock worth $214,000 after purchasing an additional 68 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its position in shares of Arista Networks by 0.4% during the 4th 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. Finally, Y.D. More Investments Ltd raised its position in shares of Arista Networks by 8.7% during the 1st quarter. Y.D. More Investments Ltd now owns 870 shares of the technology company’s stock worth $107,000 after purchasing an additional 70 shares during the last quarter. 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: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

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.