ANET Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

2.38B

+23.49%

0.758

+16.56%

2.46B

+22.69%

0.756

+16.23%

2.67B

+21.05%

0.817

+11.92%

Estimates Revision

The market is revising Upward the revenue expectations for Arista Networks, Inc. (ANET) for FY2025, with the revenue forecasts being adjusted by 1.06% over the past three months. During the same period, the stock price has changed by -21.44%.

Revenue Estimates for FY2025

Revise Upward

+1.06%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+2.54%

In Past 3 Month

Stock Price

Go Down

-21.44%

In Past 3 Month

19 Analyst Rating

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 170.20 USD with a low forecast of 140.00 USD and a high forecast of 185.00 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.

16 Buy

3 Hold

0 Sell

Strong Buy

Current: 0.000

Low

140.00

Averages

170.20

High

185.00

Current: 0.000

Low

140.00

Averages

170.20

High

185.00

Piper Sandler

Neutral

Overweight

upgrade

$145 -> $159

2026-01-05

New

Reason

Piper Sandler

Price Target

$145 -> $159

2026-01-05

New

upgrade

Neutral

Overweight

Reason

Piper Sandler upgraded Arista Networks (ANET) to Overweight from Neutral with a price target of $159, up from $145. With 2026 positioned as a "Year of Refresh," rising enterprise investment, hyperscaler and AI exposure, and a conservative setup at a reasonable valuation are improving model visibility, the analyst tells investors in a research note. Despite concerns around share shifts to whitebox and Nvidia (NVDA) and the broader capex/AI cycle, Arista appears to be holding share, gaining large enterprise customers, and benefiting from typically lagged capex trends, the firm says.

Piper Sandler

Neutral -> Overweight

upgrade

$145 -> $159

2026-01-04

New

Reason

Piper Sandler

Price Target

$145 -> $159

2026-01-04

New

upgrade

Neutral -> Overweight

Reason

Piper Sandler upgraded Arista Networks to Overweight from Neutral with a price target of $159, up from $145.

Morgan Stanley

Overweight

downgrade

$171 -> $159

2025-12-17

Reason

Morgan Stanley

Price Target

$171 -> $159

2025-12-17

downgrade

Overweight

Reason

Morgan Stanley lowered the firm's price target on Arista Networks to $159 from $171 and keeps an Overweight rating on the shares. The AI trade broadened out from semi names in 2025, helping infrastructure names, particularly within optical, notes the analyst, who believes that trade can continue, particularly in optical, through the first half of 2026. However, investors will "need to get more selective for full year returns given multiples," the analyst added in a year-ahead note on the group.

Evercore ISI

Tactical Outperform -> Outperform

downgrade

$175

2025-12-11

Reason

Evercore ISI

Price Target

$175

2025-12-11

downgrade

Tactical Outperform -> Outperform

Reason

Evercore ISI is removing the firm's "Tactical Outperform" call on Arista Networks following the company's September-end quarter report last month, noting that the firm believes the negative stock reaction since the report is "a reflection of forward estimates not moving up in a material manner." However, the firm continues to believe that networking as a whole will see further outsized growth, with Arista well positioned to benefit, and keeps an Outperform rating and $175 price target on shares.

Erste Group

Buy -> Hold

downgrade

2025-11-10

Reason

Erste Group

Price Target

2025-11-10

downgrade

Buy -> Hold

Reason

Erste Group downgraded Arista Networks to Hold from Buy. Arista Networks is building a cross-vendor ecosystem to integrate AI networks with computing infrastructure, supporting high revenue growth in the medium term, though at a slowing pace, the analyst tells investors in a research note. Operating margins are expected to dip slightly next year, and the stock appears expensive, Erste says.

Citi

Buy

maintain

$176

2025-11-10

Reason

Citi

Price Target

$176

2025-11-10

maintain

Buy

Reason

Citi recommends buying shares of Arista Networks on the recent selloff. Citi still sees the company's fiscal 2026 sales growing 28% and keeps a Buy rating on the shares with a $176 price target.

Valuation Metrics

The current forward P/E ratio for Arista Networks Inc (ANET.N) is 41.71, compared to its 5-year average forward P/E of 32.89. For a more detailed relative valuation and DCF analysis to assess Arista Networks Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

32.89

Current PE

41.71

Overvalued PE

40.45

Undervalued PE

25.33

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

24.17

Current EV/EBITDA

32.22

Overvalued EV/EBITDA

30.97

Undervalued EV/EBITDA

17.38

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

11.20

Current PS

16.24

Overvalued PS

14.75

Undervalued PS

7.66

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

ANET News & Events

Events Timeline

No data

News

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Frequently Asked Questions

What is Arista Networks Inc (ANET) stock price today?

The current price of ANET is 123.82 USD — it has decreased -4.81 % in the last trading day.

What is Arista Networks Inc (ANET)'s business?

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.

What is the price predicton of ANET Stock?

What is Arista Networks Inc (ANET)'s revenue for the last quarter?

Arista Networks Inc revenue for the last quarter amounts to 2.31B USD, increased 27.46 % YoY.

What is Arista Networks Inc (ANET)'s earnings per share (EPS) for the last quarter?

Arista Networks Inc. EPS for the last quarter amounts to 0.67 USD, increased 15.52 % YoY.

What changes have occurred in the market's expectations for Arista Networks Inc (ANET)'s fundamentals?

How many employees does Arista Networks Inc (ANET). have?

Arista Networks Inc (ANET) has 4412 emplpoyees as of January 08 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 163.81B USD.