ANET icon

Arista Networks

98.22 USD
+0.97
1.00%
At close May 14, 4:00 PM EDT
Pre-market
96.50
-1.72
1.75%
1 day
1.00%
5 days
12.23%
1 month
33.47%
3 months
-8.09%
6 months
1.79%
Year to date
-12.14%
1 year
25.25%
5 years
664.36%
10 years
2,178.89%
 

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 7,425 funds
0
Analysts bullish %
of 11 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

5,559% more repeat investments, than reductions

Existing positions increased: 1,245 | Existing positions reduced: 22

78% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 160

21% more capital invested

Capital invested by funds: $80.1B [Q3] → $97.2B (+$17.1B) [Q4]

20% more funds holding in top 10

Funds holding in top 10: 56 [Q3] → 67 (+11) [Q4]

6% more funds holding

Funds holding: 1,461 [Q3] → 1,554 (+93) [Q4]

0.33% less ownership

Funds ownership: 66.9% [Q3] → 66.57% (-0.33%) [Q4]

16% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $1.87B

Research analyst outlook

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

Low target
$87
11%
downside
Avg. target
$109
11%
upside
High target
$130
32%
upside

11 analyst ratings

positive
82%
neutral
18%
negative
0%
Needham
Ryan Koontz
52% 1-year accuracy
55 / 106 met price target
32%upside
$130
Buy
Reiterated
15 May 2025
Citigroup
Atif Malik
43% 1-year accuracy
25 / 58 met price target
14%upside
$112
Buy
Maintained
13 May 2025
Barclays
Tim Long
65% 1-year accuracy
37 / 57 met price target
21%upside
$119
Overweight
Maintained
8 May 2025
Goldman Sachs
Michael Ng
53% 1-year accuracy
21 / 40 met price target
17%upside
$115
Buy
Maintained
7 May 2025
Piper Sandler
James Fish
57% 1-year accuracy
16 / 28 met price target
9%downside
$89
Neutral
Reiterated
7 May 2025

Financial journalist opinion

Based on 41 articles about ANET published over the past 30 days

Positive
The Motley Fool
1 day ago
1 Stock-Split AI Stock Up 2,330% Since 2015 to Buy Now, According to Wall Street
Arista Networks (ANET 5.42%) stock has soared 2,330% since January 2015. But shares have declined 12% since the company announced a 4-for-1 stock split on Nov. 7.
1 Stock-Split AI Stock Up 2,330% Since 2015 to Buy Now, According to Wall Street
Neutral
Seeking Alpha
1 day ago
Arista Networks Inc (ANET) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference (Transcript)
Arista Networks Inc (NYSE:ANET ) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference May 13, 2025 10:10 AM ET Company Participants Jayshree Ullal - CEO Chantelle Breithaupt - CFO Conference Call Participants Samik Chatterjee - JPMorgan Samik Chatterjee Good morning, everyone.
Arista Networks Inc (ANET) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference (Transcript)
Positive
MarketBeat
2 days ago
3 Stocks Plan +$130B in Buybacks: Why Markets Wanted Even More
In a bold show of confidence, several of the most influential companies in the technology and financial sectors have unveiled a wave of massive share repurchase programs, with newly announced buybacks totaling over $130 billion. This surge in buyback activity signals that corporate America still sees value in its own equity, even as markets grapple with mixed macroeconomic signals and uneven performance across sectors.
3 Stocks Plan +$130B in Buybacks: Why Markets Wanted Even More
Positive
Zacks Investment Research
2 days ago
All You Need to Know About Arista Networks (ANET) Rating Upgrade to Buy
Arista Networks (ANET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
All You Need to Know About Arista Networks (ANET) Rating Upgrade to Buy
Positive
Zacks Investment Research
2 days ago
Wall Street Analysts Predict a 26.55% Upside in Arista Networks (ANET): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 26.6% in Arista Networks (ANET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Wall Street Analysts Predict a 26.55% Upside in Arista Networks (ANET): Here's What You Should Know
Positive
Zacks Investment Research
2 days ago
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
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.
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Neutral
Seeking Alpha
5 days ago
Arista Networks Inc (ANET) Presents at 20th Annual Needham Technology, Media, & Consumer Conference (Transcript)
Arista Networks Inc (NYSE:ANET ) 20th Annual Needham Technology, Media, & Consumer Conference May 9, 2025 11:45 AM ET Company Participants Chantelle Breithaupt - CFO Conference Call Participants Ryan Koontz - Needham & Company Question-and-Answer Session Q - Ryan Koontz Good morning and welcome to Needham's Technology, Media, & Consumer Conference. I'm Ryan Koontz, I cover the networking and optical sectors as well as the space sector here at Needham.
Arista Networks Inc (ANET) Presents at 20th Annual Needham Technology, Media, & Consumer Conference (Transcript)
Positive
Zacks Investment Research
5 days ago
Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term
Positive
Zacks Investment Research
6 days ago
Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?
Negative
Benzinga
1 week ago
Arista's Stock Hit As Analysts Cut Targets Over Tariff Uncertainty Despite Strong AI Demand
Arista Networks ANET stock traded lower on Wednesday after Wall Street analysts cut their respective price targets.
Arista's Stock Hit As Analysts Cut Targets Over Tariff Uncertainty Despite Strong AI Demand
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