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 7,425 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
9 positive
82%
2 neutral
18%
0 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.
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.
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.
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).
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.
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.
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.
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.
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?
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.
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