Arista Networks (ANET) – Research Analysts’ Recent Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Arista Networks (NYSE: ANET) in the last few weeks:

• 10/21/2026 – Arista Networks was upgraded by Weiss Ratings from “hold (c+)” to “buy (b)”.
• 10/19/2026 – Arista Networks had its price target lowered by TD Cowen from $250.00 to $205.00. They now have a “buy” rating on the stock.
• 10/14/2026 – Arista Networks was upgraded by BNP Paribas Exane to “strong-buy”.
• 10/8/2026 – Arista Networks had its “buy” rating reaffirmed by Citigroup. They now have a $248.00 price target on the stock, up from $215.00.
• 10/7/2026 – Arista Networks had its “outperform” rating reaffirmed by Evercore.
• 10/6/2026 – Arista Networks was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 10/5/2026 – Arista Networks was downgraded by Zacks Research from “strong-buy” to “hold”.
• 9/30/2026 – Arista Networks is now covered by Sanford C. Bernstein. They set an “outperform” rating and a $250.00 price target on the stock.
• 9/18/2026 – Arista Networks was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 9/10/2026 – Arista Networks had its “outperform” rating reaffirmed by Evercore.
• 8/31/2026 – Arista Networks is now covered by Deutsche Bank Aktiengesellschaft. They set a “buy” rating and a $220.00 price target on the stock.

Insider Activity

In related news, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the completion of the transaction, the chief executive officer directly owned 16,387,981 shares in the company, valued at approximately $3,297,589,536.82. This trade represents a 4.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of Arista Networks stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $203.30, for a total value of $60,990,000.00. Following the transaction, the insider owned 181,143,048 shares of the company’s stock, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 3,584,116 shares of company stock valued at $733,396,013. Insiders own 2.70% of the company’s stock.

Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.

Arista’s portfolio includes data center and campus switches, routing platforms, wireless networking products, network operating software and network management tools.