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
$73
11%
downside
Avg. target
$108
32%
upside
High target
$145
76%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Rosenblatt Mike Genovese 49% 1-year accuracy 24 / 49 met price target | 3%upside $85 | Neutral Upgraded | 29 Apr 2025 |
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target | 34%upside $110 | Overweight Maintained | 17 Apr 2025 |
Evercore ISI Group Amit Daryanani 33% 1-year accuracy 14 / 43 met price target | 22%upside $100 | Outperform Maintained | 15 Apr 2025 |
Citigroup Atif Malik 25% 1-year accuracy 14 / 55 met price target | 12%upside $92 | Buy Maintained | 14 Apr 2025 |
Morgan Stanley Meta Marshall 53% 1-year accuracy 17 / 32 met price target | 11%downside $73 | Overweight Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 28 articles about ANET published over the past 30 days
Positive
Seeking Alpha
7 hours ago
3 Reasons Arista Networks Could Rally Significantly In The Next 12 Months
Arista Networks is poised for significant growth due to its strong product portfolio and market position. ANET's best-in-class margins and consistent revenue growth could drive strong shareholder returns, despite potential risks from high customer concentration. The current valuation is attractive, trading below historical multiples. We see a clear path to $100 per share by this time next year.
Negative
Zacks Investment Research
12 hours ago
Should You Buy, Sell or Hold ANET Stock Ahead of Q1 Earnings?
ANET seems to be treading in the middle of the road and investors could be better off if they trade with caution.
Negative
The Motley Fool
16 hours ago
Nasdaq Bear Market? 3 Artificial Intelligence Stocks Down 15% This Year.
On Monday, the Nasdaq Composite opened at 17,390.90. That's down nearly 14% from the high it reached last year at around 20,174, which means it's out of bear market territory for the time being.
Positive
Seeking Alpha
1 day ago
Buy Arista Before Earnings: Long Term Fundamentals Strong, Short Term Modest Beat Expected
Arista Networks has corrected ~39% from January 2025 highs, presenting a buying opportunity before Q1 2025 earnings. ANET's long-term growth driven by AI infrastructure demand is intact and diversified exposure in Enterprise deployments should cushion cyclicality. Significant cash reserves, no debt, and healthy free cash flow position ANET well to tide over short term downturns.
Neutral
Seeking Alpha
1 day ago
Arista Networks: Buying Opportunity Knocking At The Front Door Again
Arista Networks investors endured a torrid few months, but the tide is turning back up. Arista's robust networking solutions and strong hyperscaler partnerships with Meta and Microsoft aren't empty promises. Supply chain disruptions and Nvidia's competitive bundling efforts pose risks, but Arista's platform-agnostic approach offers flexibility and cost efficiencies for hyperscalers.
Positive
Seeking Alpha
1 day ago
Arista Networks: Is This A Buying Opportunity?
Arista Networks Inc benefits from AI data center investments and has grown rapidly, gaining market share from Cisco. Despite a recent selloff, ANET remains a solid long-term investment, though not a bargain, trading at 32x net profits. Analysts expect 25% revenue growth and 20% EPS growth in Q1, with a strong track record of beating estimates.
Positive
Seeking Alpha
1 day ago
Arista Networks: Buy The Dip, Fundamentals Remain Strong
Arista Networks: Buy The Dip, Fundamentals Remain Strong
Positive
Seeking Alpha
1 day ago
Arista Networks: Shares Find Support, Undervalued Into Earnings (Rating Upgrade)
I am upgrading Arista Networks to a 'Buy' due to its attractive growth-adjusted valuation and favorable technical entry point ahead of earnings. Despite a 25% drop in 2025, ANET's strong earnings trajectory and 64.2% gross margin make it a solid AI and cloud infrastructure play. Key risks include industry competition and reliance on AI spending, but positive seasonal trends and a bullish technical setup offer upside potential.
Neutral
Zacks Investment Research
2 days ago
Arista Networks (ANET) Exceeds Market Returns: Some Facts to Consider
The latest trading day saw Arista Networks (ANET) settling at $78.31, representing a +0.51% change from its previous close.
Positive
Seeking Alpha
2 days ago
Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability
I reiterate a "Strong Buy" on Arista Networks Inc., driven by structural growth from Microsoft and Meta CAPEX spendings, with a fair value of $106 per share. Arista's AI-powered services and seamless integration of EOS software with network hardware position it well for AI and cloud workloads. Strong growth in data center networking and new areas like load balancing and observability forecast 20% annual revenue growth and 20bps margin expansion.
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