Arista Networks (NYSE:ANET) Trading Up 8.7% – Time to Buy?

22 Jan 2026, 19:12 by Scott Moore · The Cerbat Gem

Arista Networks, Inc. (NYSE:ANET – Get Free Report)’s share price was up 8.7% during trading on Thursday . The company traded as high as $146.40 and last traded at $138.41. Approximately 14,896,998 shares changed hands during mid-day trading, an increase of 82% from the average daily volume of 8,165,321 shares. The stock had previously closed at $127.29.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on ANET shares. UBS Group reiterated a “buy” rating and set a $155.00 target price on shares of Arista Networks in a report on Wednesday, December 3rd. Barclays reiterated an “overweight” rating and set a $183.00 price objective (up from $179.00) on shares of Arista Networks in a research note on Wednesday, November 5th. BNP Paribas Exane raised shares of Arista Networks from a “hold” rating to an “outperform” rating in a research note on Thursday, September 25th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Finally, Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and boosted their price objective for the stock from $145.00 to $159.00 in a research note on Monday, January 5th. Seventeen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks currently has an average rating of “Moderate Buy” and an average target price of $164.44.

Get Our Latest Report on Arista Networks

Arista Networks Price Performance

The business has a fifty day moving average of $128.35 and a 200 day moving average of $133.43. The stock has a market cap of $174.30 billion, a PE ratio of 52.63, a P/E/G ratio of 2.15 and a beta of 1.41.

Arista Networks (NYSE:ANET – Get Free Report) last announced its earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.Arista Networks’s quarterly revenue was up 27.5% on a year-over-year basis. During the same period in the prior year, the company posted $2.40 EPS. On average, equities research analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Activity at Arista Networks

In related news, CEO Jayshree Ullal sold 24,042 shares of Arista Networks stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the transaction, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. This trade represents a 70.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Kenneth Duda sold 30,000 shares of Arista Networks stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $128.61, for a total value of $3,858,300.00. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,668,843.36. The trade was a 69.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 160,464 shares of company stock worth $20,494,988. 3.39% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of ANET. Walkner Condon Financial Advisors LLC increased its stake in Arista Networks by 0.4% in the third quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after acquiring an additional 70 shares during the last quarter. AdvisorNet Financial Inc boosted its holdings in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares in the last quarter. Crown Wealth Group LLC increased its stake in shares of Arista Networks by 2.4% in the 3rd quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after purchasing an additional 75 shares during the last quarter. Fragasso Financial Advisors Inc raised its holdings in shares of Arista Networks by 1.8% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock worth $616,000 after buying an additional 76 shares in the last quarter. Finally, West Family Investments Inc. raised its holdings in shares of Arista Networks by 0.9% during the 3rd quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after buying an additional 76 shares in the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Arista Networks Company Profile

(Get Free Report)

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.