What Are Wall Street Analysts' Target Price for Arista Networks Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2025
0mins
Should l Buy ANET?
Source: NASDAQ.COM
Arista Networks Performance: Arista Networks (ANET) has significantly outperformed the market with a 70.3% gain over the past year, driven by strong demand for AI-focused data center equipment and a recent four-for-one stock split, despite a slight dip in shares following its Q3 earnings report.
Analyst Ratings and Future Projections: Analysts maintain a "Moderate Buy" consensus on ANET, with expectations of continued revenue growth exceeding 20% for 2024 and 2025, supported by Goldman Sachs' price target of $135, reflecting confidence in the company's position within the AI networking sector.
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Analyst Views on ANET
Wall Street analysts forecast ANET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ANET is 171.42 USD with a low forecast of 140.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 140.660
Low
140.00
Averages
171.42
High
200.00
Current: 140.660
Low
140.00
Averages
171.42
High
200.00
About ANET
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. Its platform is its Extensible Operating System (EOS), a modernized publish-subscribe state-sharing networking operating system. Its portfolio of products, services and technologies is grouped into various categories: Core (Data Center, Cloud and AI Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Network (Software and Services). It offers product portfolios of data-driven, high-speed, cloud and data center Ethernet switches. Its Cognitive Adjacencies include Cognitive Campus Switching, Cloud-Grade Routing and WAN Routing. Its software and services are based on subscription-based models and include various offerings: CloudVision, Arista A-Care Services, CloudEOS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arista Networks Q4 Earnings Beat Expectations with Strong Guidance
- Strong Earnings Report: Arista Networks reported a Q4 non-GAAP EPS of $0.82, beating expectations by $0.06, which underscores the company's sustained profitability and reinforces its leadership position in the networking industry.
- Significant Revenue Growth: Q4 revenue reached $2.49 billion, a 29% year-over-year increase, exceeding market expectations by $100 million, reflecting strong demand and an increase in market share in the rapidly growing AI networking sector.
- Optimistic Guidance: For Q1 2026, revenue is expected to be approximately $2.6 billion, surpassing the consensus estimate of $2.46 billion, with non-GAAP gross margins projected between 62% and 63%, indicating strong confidence in future growth.
- Improved Operational Efficiency: The anticipated non-GAAP operating margin of approximately 46% demonstrates the company's success in cost control and operational efficiency, further enhancing its profitability in a competitive market.
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- Adjusted Earnings Performance: Excluding items, the company reported adjusted earnings of $1.046 billion or $0.82 per share, indicating solid growth in its core business and improved earnings quality, which further boosts investor confidence.
- Strong Revenue Growth: The total revenue for the fourth quarter reached $2.487 billion, up 28.9% from $1.930 billion last year, driven primarily by the sustained demand for networking solutions, highlighting the company's increasing competitiveness in the industry.
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- Earnings Beat: Arista Networks reported Q4 earnings of $0.82 per share, surpassing the Street estimate of $0.76, with quarterly revenue of $2.49 billion, up from $1.93 billion last year, indicating robust performance in AI networking and campus expansion.
- Shipping Milestone: The company achieved a milestone of shipping a cumulative total of 150 million ports in 2025, validating the momentum of Arista 2.0 and further solidifying its leadership position in the networking market.
- Positive Outlook: For Q1 2026, Arista expects revenue of approximately $2.6 billion, exceeding the analyst estimate of $2.45 billion, with a non-GAAP gross margin of 62%-63% and an operating margin of approximately 46%, demonstrating sustained profitability.
- Stock Surge: Arista Networks' stock rose 15.46% to $155.03 in Thursday's extended trading, reflecting market optimism regarding its strong performance and positive outlook.
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- Strong Earnings Report: Arista Networks reported a Q4 non-GAAP EPS of $0.82, beating expectations by $0.06, which underscores the company's sustained profitability and reinforces its leadership position in the networking industry.
- Significant Revenue Growth: Q4 revenue reached $2.49 billion, a 29% year-over-year increase, exceeding market expectations by $100 million, reflecting strong demand and an increase in market share in the rapidly growing AI networking sector.
- Optimistic Guidance: For Q1 2026, revenue is expected to be approximately $2.6 billion, surpassing the consensus estimate of $2.46 billion, with non-GAAP gross margins projected between 62% and 63%, indicating strong confidence in future growth.
- Improved Operational Efficiency: The anticipated non-GAAP operating margin of approximately 46% demonstrates the company's success in cost control and operational efficiency, further enhancing its profitability in a competitive market.
See More
Multiple Companies Shine in After-Hours Trading
- Applied Materials Earnings Beat: California-based semiconductor equipment company Applied Materials reported adjusted earnings of $2.38 per share and revenue of $7.01 billion, both exceeding analyst expectations, leading to an 11% stock price increase that reflects strong market demand and profitability.
- Coinbase Trading Volume Surge: Coinbase announced a total trading volume of $5.2 trillion in 2025, up 156% year-over-year, and despite missing fourth-quarter revenue expectations, its stock rose nearly 2%, indicating robust performance in the crypto market.
- Rivian Delivery Forecast Upgrade: Electric truck manufacturer Rivian expects vehicle deliveries for 2026 to range from 62,000 to 67,000 units, representing a 47% to 59% increase compared to 2025, resulting in a 14% stock price surge that reflects market confidence in its growth potential.
- Airbnb's Upbeat Guidance: Airbnb reported fourth-quarter earnings of $0.56 per share on $2.78 billion in revenue, falling short of analyst expectations, yet the company anticipates full-year revenue growth of at least low double digits, leading to a stock increase of about 2%, showcasing market confidence in its future growth.
See More
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- Surge in Capital Expenditure: Top hyperscalers are expected to increase capital expenditures by 70% this year, with Amazon, Alphabet, Meta, and Microsoft planning a combined spending of over $600 billion, indicating a strong commitment to AI infrastructure investment.
- Mixed Market Reactions: Despite the significant increase in capital spending, Amazon and Microsoft's shares have dropped 12% and 16% respectively, while Alphabet's stock is down less than 1% and Meta's has risen by 1%, reflecting investor concerns about the timing of returns on these investments.
- Infrastructure Investment Opportunities: With spending accelerating, investors are drawn to
See More
Arista Networks Reports Q4 Earnings Growth
- Significant Earnings Growth: Arista Networks reported a fourth-quarter profit of $955.8 million, translating to $0.75 per share, which marks a substantial increase from last year's $801.0 million and $0.62 per share, reflecting the company's robust performance and enhanced profitability in the market.
- Adjusted Earnings Performance: Excluding items, the company reported adjusted earnings of $1.046 billion or $0.82 per share, indicating solid growth in its core business and improved earnings quality, which further boosts investor confidence.
- Strong Revenue Growth: The total revenue for the fourth quarter reached $2.487 billion, up 28.9% from $1.930 billion last year, driven primarily by the sustained demand for networking solutions, highlighting the company's increasing competitiveness in the industry.
- Optimistic Market Outlook: With the acceleration of digital transformation, Arista Networks' strong financial performance not only enhances its market position but also provides a solid foundation for future investments and expansions, suggesting that the company will continue to benefit in the rapidly evolving networking market.
See More
Arista Networks Reports Strong Q4 Earnings and Positive Guidance
- Earnings Beat: Arista Networks reported Q4 earnings of $0.82 per share, surpassing the Street estimate of $0.76, with quarterly revenue of $2.49 billion, up from $1.93 billion last year, indicating robust performance in AI networking and campus expansion.
- Shipping Milestone: The company achieved a milestone of shipping a cumulative total of 150 million ports in 2025, validating the momentum of Arista 2.0 and further solidifying its leadership position in the networking market.
- Positive Outlook: For Q1 2026, Arista expects revenue of approximately $2.6 billion, exceeding the analyst estimate of $2.45 billion, with a non-GAAP gross margin of 62%-63% and an operating margin of approximately 46%, demonstrating sustained profitability.
- Stock Surge: Arista Networks' stock rose 15.46% to $155.03 in Thursday's extended trading, reflecting market optimism regarding its strong performance and positive outlook.
See More
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- Cisco's Revenue Decline: Cisco (CSCO) fell over 8% in pre-market trading due to a 4% drop in security segment revenue and tightening operating cash flow, although the CFO indicated plans to enhance profitability through financial discipline, highlighting the challenges and strategic responses the company faces.
- Paycom's Slower Growth: Paycom (PAYC) saw its stock drop more than 9% in pre-market trading after reporting a 10.2% year-over-year revenue gain but providing a slower growth outlook, which may dampen investor confidence and affect market performance.
- Cognex's Strong Surge: Cognex (CGNX) surged nearly 25% in pre-market trading, with the CEO attributing the impressive financial results to advancements in AI-enabled industrial machine vision, reflecting strong market demand and recognition for AI technologies.
- Real Estate Stocks Hit by AI Concerns: Real estate service stocks CBRE and JLL closed 12% lower yesterday amid growing concerns about AI's disruptive potential in the sector, indicating that their high-fee, labor-intensive operating models may face profitability pressures.
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