Arista NetworksANET
ANET
About: Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Employees: 4,412
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 496
14% more first-time investments, than exits
New positions opened: 247 | Existing positions closed: 216
0.22% less ownership
Funds ownership: 66.64% [Q4 2024] → 66.43% (-0.22%) [Q1 2025]
0% less funds holding
Funds holding: 1,561 [Q4 2024] → 1,556 (-5) [Q1 2025]
9% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.3B
33% less capital invested
Capital invested by funds: $97.3B [Q4 2024] → $64.8B (-$32.5B) [Q1 2025]
58% less funds holding in top 10
Funds holding in top 10: 67 [Q4 2024] → 28 (-39) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$87
20%
downside
Avg. target
$110
1%
upside
High target
$130
20%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Citigroup Atif Malik | 13%upside $123 | Buy Maintained | 11 Jul 2025 |
Keybanc Brandon Nispel | 6%upside $115 | Overweight Initiated | 26 Jun 2025 |
Evercore ISI Group Amit Daryanani | 1%upside $110 | Outperform Maintained | 23 Jun 2025 |
Redburn Atlantic Mike Harrison | 3%upside $112 | Buy Initiated | 28 May 2025 |
Needham Ryan Koontz | 20%upside $130 | Buy Reiterated | 15 May 2025 |
Financial journalist opinion
Based on 30 articles about ANET published over the past 30 days
Positive
Zacks Investment Research
2 days ago
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Neutral
Business Wire
3 days ago
Arista Networks to Announce Q2 2025 Financial Results on Tuesday, August 5, 2025
SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended June 30, 2025, after U.S. markets close on Tuesday, August 5, 2025. The results will be included in a press release with accompanying financial information posted on the Investor Relations section of the Arista website at https://investors.arista.com. Arista's executive management team will host a conference call on August 5, beginning at 1:30 PM PT (4:30 PM ET) to d.
Positive
Zacks Investment Research
3 days ago
Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?
ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.
Positive
Seeking Alpha
5 days ago
Arista Networks: The Most Profitable Way To Play AI Infrastructure
Arista Networks is growing rapidly, driven by demand for high-speed networking in cloud and AI infrastructure, with exceptional profitability and a strong balance sheet. The company is capitalizing on generative AI trends, expanding into enterprise and routing markets, and winning new customers with innovative, scalable solutions. Despite risks from customer concentration, competition (notably Nvidia), and trade policy, Arista's diversified growth and margin resilience stand out.
Positive
Seeking Alpha
5 days ago
Arista: Riding Enterprise Growth While AI Demand Matures
Arista's Q1 2025 beat expectations, with strong enterprise growth and AI positioning supporting the long-term investment thesis despite near-term macro and tariff headwinds. Valuation has caught up after a 30% rally; further upside depends on accelerated AI monetization or continued robust growth in H2 2025. Aggressive share repurchases and a strong cash position provide downside support, reflecting management confidence and enhancing shareholder value.
Positive
Seeking Alpha
6 days ago
Arista Networks' Nvidia Problem And The Solution
Arista Networks remains a dominant Ethernet switch leader, but conservative AI revenue guidance has caused it to lag peers like Nvidia and Celestica. Despite slowing sequential growth, Arista's robust margins and strong client base position it well for continued upside; as hyperscaler capex ramps up. Markets have already priced in competitive pressures, and I expect Arista to revise its AI revenue targets upward, supporting a higher valuation.
Positive
Zacks Investment Research
1 week ago
Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?
ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.
Negative
Zacks Investment Research
1 week ago
Arista Networks (ANET) Suffers a Larger Drop Than the General Market: Key Insights
Arista Networks (ANET) concluded the recent trading session at $98.91, signifying a -3.32% move from its prior day's close.
Negative
Investors Business Daily
1 week ago
Arista Purchase Of VeloCloud From Broadcom Gets Good Reviews
Arista Networks' acquisition of VeloCloud from Broadcom won good reviews from analysts. But Arista stock dipped amid the news.
Neutral
Business Wire
1 week ago
Arista Networks Expands AI-Driven Campus and Branch Networking Offerings
SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks (NYSE: ANET), a leading provider of cloud and artificial intelligence (AI) networking solutions, today announced several AI-driven enterprise products that deliver an expanded set of switching, Wi-Fi 7 access point, and WAN capabilities. In conjunction, Arista acquired the VeloCloud® SD-WAN portfolio from Broadcom. This combination of innovations will bring operational ease through zero touch operations, proactive monitoring, and automated t.
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