Arista Networks (NYSE:ANET) Trading Down 1.4% – What’s Next?

Posted by Stanley Muller on May 13th, 2026

Arista Networks, Inc. (NYSE:ANET – Get Free Report) fell 1.4% during trading on Wednesday . The stock traded as low as $140.30 and last traded at $140.5510. 13,991,176 shares changed hands during mid-day trading, an increase of 62% from the average session volume of 8,617,475 shares. The stock had previously closed at $142.54.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on ANET shares. Evercore reiterated an “outperform” rating and set a $200.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler restated an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Morgan Stanley reaffirmed an “overweight” rating and set a $180.00 target price on shares of Arista Networks in a report on Friday, May 1st. Barclays reiterated an “overweight” rating and set a $195.00 price target (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. Finally, Citigroup reduced their price objective on Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Three analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $182.83.

Read Our Latest Stock Analysis on Arista Networks

Arista Networks Trading Down 1.4%

The company’s 50-day moving average is $143.74 and its two-hundred day moving average is $137.75. The stock has a market capitalization of $176.98 billion, a P/E ratio of 48.13, a P/E/G ratio of 2.15 and a beta of 1.67.

Arista Networks (NYSE:ANET – Get Free Report) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. The firm had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. Arista Networks’s quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Sell-side analysts expect that Arista Networks, Inc. will post 3.2 EPS for the current fiscal year.

Insider Transactions at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction on Friday, May 1st. The stock was sold at an average price of $175.40, for a total transaction of $1,403,200.00. Following the sale, the director owned 208,333 shares of the company’s stock, valued at $36,541,608.20. The trade was a 3.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $155.02, for a total value of $1,378,127.80. Following the completion of the transaction, the chief financial officer directly owned 60,734 shares of the company’s stock, valued at approximately $9,414,984.68. The trade was a 12.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,502,729 shares of company stock worth $246,707,719 over the last quarter. Insiders own 3.54% of the company’s stock.

Institutional Trading of Arista Networks

Several institutional investors have recently modified their holdings of the company. Board of the Pension Protection Fund bought a new stake in shares of Arista Networks in the 4th quarter worth approximately $26,000. Main Street Group LTD bought a new position in shares of Arista Networks in the first quarter valued at $26,000. Sankala Group LLC acquired a new stake in shares of Arista Networks during the 4th quarter valued at $27,000. Prosperity Bancshares Inc bought a new stake in shares of Arista Networks during the 4th quarter worth $28,000. Finally, Knuff & Co LLC acquired a new position in shares of Arista Networks in the 3rd quarter worth $29,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

About Arista Networks

(Get Free Report)

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.