ANET icon

Arista Networks

109.75 USD
+0.11
0.10%
At close Feb 13, 4:00 PM EST
After hours
110.00
+0.25
0.23%
1 day
0.10%
5 days
-6.08%
1 month
-2.57%
3 months
11.09%
6 months
26.81%
Year to date
-1.82%
1 year
65.34%
5 years
639.06%
10 years
2,692.62%
 

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: 4,023

0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

30% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 479

5% more funds holding

Funds holding: 1,387 [Q2] → 1,457 (+70) [Q3]

3% more capital invested

Capital invested by funds: $80.1B [Q2] → $82.8B (+$2.68B) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 55 [Q2] → 55 (+0) [Q3]

2% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.6B

3.84% less ownership

Funds ownership: 72.9% [Q2] → 69.06% (-3.84%) [Q3]

Research analyst outlook

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

Low target
$118
8%
upside
Avg. target
$127
16%
upside
High target
$135
23%
upside

4 analyst ratings

positive
100%
neutral
0%
negative
0%
Goldman Sachs
Michael Ng
75% 1-year accuracy
21 / 28 met price target
23%upside
$135
Buy
Maintained
17 Jan 2025
Evercore ISI Group
Amit Daryanani
69% 1-year accuracy
35 / 51 met price target
18%upside
$130
Outperform
Maintained
17 Jan 2025
Morgan Stanley
Meta Marshall
73% 1-year accuracy
19 / 26 met price target
8%upside
$118
Overweight
Maintained
17 Dec 2024
Barclays
Tim Long
60% 1-year accuracy
32 / 53 met price target
14%upside
$125
Overweight
Maintained
4 Dec 2024

Financial journalist opinion

Based on 35 articles about ANET published over the past 30 days

Negative
The Motley Fool
1 day ago
Why Arista Networks Stock Sank Today
Arista Networks (ANET -6.16%) stock lost ground in Wednesday's trading. The company's share price closed out the session down 6.2% in a day that saw the S&P 500 index slip 0.3% and the Nasdaq Composite index close out at roughly the same level as yesterday's finish.
Why Arista Networks Stock Sank Today
Positive
Seeking Alpha
2 days ago
Arista Networks: Riding A Secular Tailwind
Arista Networks Inc is an industry leader in client-to-cloud networking for large data centers, school campuses, and routing environments. Arista Networks has many competitive advantages against their competitors, and ANET's profit margins are great. Large capital expenditures from Amazon, Meta, Microsoft, and Google will benefit their growth path.
Arista Networks: Riding A Secular Tailwind
Neutral
Zacks Investment Research
3 days ago
Arista Networks (ANET) Laps the Stock Market: Here's Why
Arista Networks (ANET) reachead $120.23 at the closing of the latest trading day, reflecting a +1.49% change compared to its last close.
Arista Networks (ANET) Laps the Stock Market: Here's Why
Positive
Zacks Investment Research
1 week ago
Can ANET Stock Sustain its Mojo With Arista 2.0 Strategy?
With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum.
Can ANET Stock Sustain its Mojo With Arista 2.0 Strategy?
Neutral
Zacks Investment Research
1 week ago
Arista Networks (ANET) Rises Higher Than Market: Key Facts
Arista Networks (ANET) reachead $112.32 at the closing of the latest trading day, reflecting a +0.74% change compared to its last close.
Arista Networks (ANET) Rises Higher Than Market: Key Facts
Negative
The Motley Fool
1 week ago
Why Arista Networks Stock Was Down Today
Shares of Arista Networks (ANET -3.24%) sank lower on Monday. The company's stock lost 3.2% by the end of the trading day, but it was down as much as 5.6% earlier in the day.
Why Arista Networks Stock Was Down Today
Neutral
Zacks Investment Research
1 week ago
GLW or ANET: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Communication - Components sector have probably already heard of Corning (GLW) and Arista Networks (ANET). But which of these two stocks offers value investors a better bang for their buck right now?
GLW or ANET: Which Is the Better Value Stock Right Now?
Negative
Zacks Investment Research
1 week ago
Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
Here is how Arista Networks (ANET) and Amphenol (APH) have performed compared to their sector so far this year.
Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
Positive
Zacks Investment Research
1 week ago
Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
Positive
The Motley Fool
1 week ago
Meet the Supercharged Growth Stock That Could Make You a Millionaire
If your goal is to get rich on nothing but an average income, then good news! It's possible.
Meet the Supercharged Growth Stock That Could Make You a Millionaire
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