ANET icon

Arista Networks
ANET

Overview Fund Activity
142.84 USD
+0.68
0.48%
At close Updated Sep 17, 4:00 PM EDT
Pre-market
After hours
143.50
+0.66
0.46%
1 day
0.48%
5 days
-6.02%
1 month
3.48%
3 months
59.28%
6 months
67.87%
Year to date
27.78%
1 year
58.29%
5 years
1,029.17%
10 years
3,426.91%
 

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

Technology Computer Hardware
0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 14 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

69% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 148

68% more funds holding in top 10

Funds holding in top 10: 28 [Q1] → 47 (+19) [Q2]

33% more capital invested

Capital invested by funds: $64.9B [Q1] → $86.2B (+$21.3B) [Q2]

20% more repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 567

5% more funds holding

Funds holding: 1,570 [Q1] → 1,647 (+77) [Q2]

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.79B

0.62% more ownership

Funds ownership: 66.49% [Q1] → 67.11% (+0.62%) [Q2]

See Fund Rankings

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$140
2% downside
Avg. target
$165
15% upside
High target
$185
30% upside

14 analyst ratings

12  positive
86%
2  neutral
14%
0  negative
0%
Needham
Ryan Koontz
$160
Buy
Maintained
16 Sep 2025
Melius Research
Ben Reitzes
$185
Buy
Maintained
12 Sep 2025
Goldman Sachs
Michael Ng
$175
Buy
Maintained
12 Sep 2025
Morgan Stanley
Meta Marshall
$140
Overweight
Maintained
12 Sep 2025
Citigroup
Atif Malik
$176
Buy
Maintained
12 Sep 2025
See Analyst Rankings

Financial journalist opinion

Based on 37 articles about ANET published over the past 30 days

Positive
Zacks Investment Research
12 hours ago
5 Stocks With High ROE to Buy as Markets Hover Around Record Highs
Arista, TE Connectivity, Corning, Banco Bilbao and AppLovin stand out with high ROE as markets push to record highs.
5 Stocks With High ROE to Buy as Markets Hover Around Record Highs
Positive
The Motley Fool
yesterday
Best AI Stocks to Buy: Nice vs. Arista Networks
The rising effectiveness of artificial intelligence is creating demand for the products and services of Nice (NICE 0.39%) and Arista Networks (ANET -1.49%).
Best AI Stocks to Buy: Nice vs. Arista Networks
Negative
Forbes
2 days ago
What's Next For Arista Networks Stock After 9% Plunge?
Arista Networks stock (ANET) fell 8.9% in a single day following the company's analyst day event, where management outlined its long-term outlook. The networking solutions provider projected sales to grow at a 20% compounded annual rate between fiscal 2023 and fiscal 2026.
What's Next For Arista Networks Stock After 9% Plunge?
Neutral
Forbes
2 days ago
Arista Stock To $300?
Arista Networks Inc. (NYSE: ANET) does not sell GPUs. It does not create AI models.
Arista Stock To $300?
Positive
The Motley Fool
4 days ago
Prediction: This Stock Could Be a Winner of the AI Networking Boom (Hint: It's Not Nvidia or Broadcom)
The benchmark S&P 500 has recovered dramatically from a tariff-driven shock in April 2025, and is now trading close to record highs. "Magnificent Seven" stocks, in particular, have been the key driver of this mid-year rally.
Prediction: This Stock Could Be a Winner of the AI Networking Boom (Hint: It's Not Nvidia or Broadcom)
Negative
The Motley Fool
5 days ago
Why Arista Networks Fell Today
Shares of data center switching company Arista Networks (ANET -6.79%) fell on Friday, down 6.9% as of 1:28 p.m. ET.
Why Arista Networks Fell Today
Positive
The Motley Fool
5 days ago
If You'd Invested $10,000 in Arista Networks (ANET) Stock 10 Years Ago, Here's How Much You'd Have Today
It's been an amazing past 10 years for Arista Networks (ANET -7.19%). Although it wasn't clear for the first several years following its 2004 launch that a newcomer could successfully compete with networking giant Cisco Systems, its clever improvement to existing networking technology (the company's switches and routers are largely software-based, and therefore can be custom-programmed and updated) have made Arista's solutions a very popular option.
If You'd Invested $10,000 in Arista Networks (ANET) Stock 10 Years Ago, Here's How Much You'd Have Today
Positive
Schwab Network
5 days ago
ANET Revises Guidance Higher: Analysts Boost Bullishness, Stock Moves Lower
Arista Networks (ANET) boosted its guidance at its latest investor conference. Marley Kayden takes investors through the numbers that show a bullish outlook for the A.I.
ANET Revises Guidance Higher: Analysts Boost Bullishness, Stock Moves Lower
Positive
Zacks Investment Research
5 days ago
4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot
MSFT, GOOGL, IBM and ANET are indispensable cloud stocks for any investment portfolio.
4 Cloud Computing Stocks to Watch as Markets Hit Record High on a Trot
Positive
Schwab Network
5 days ago
Options Corner: ANET
Alongside the major indices, shares of Arista Networks (ANET) touched a new all-time high this week. Rick Ducat points to current technical conditions to keep on your radar and breaks down the trends taking shape on ANET's chart.
Options Corner: ANET
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