Brokerages Set Arista Networks, Inc. (NYSE:ANET) Price Target at $226.05

Posted by Geri Gentry on Aug 16th, 2026

Shares of Arista Networks, Inc. (NYSE:ANET – Get Free Report) have been assigned an average recommendation of “Buy” from the twenty-five brokerages that are covering the firm, MarketBeat reports. One investment analyst has rated the stock with a hold recommendation, twenty-two have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $226.05.

ANET has been the topic of a number of recent analyst reports. Wolfe Research reaffirmed an “outperform” rating and set a $175.00 price objective on shares of Arista Networks in a report on Wednesday, June 10th. Bank of America reissued a “buy” rating and issued a $240.00 target price (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. Needham & Company LLC restated a “buy” rating and set a $260.00 target price (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Evercore reaffirmed an “outperform” rating on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Jefferies Financial Group set a $250.00 price target on shares of Arista Networks in a report on Wednesday, August 5th.

Read Our Latest Research Report on ANET

Arista Networks Trading Down 2.3%

Shares of ANET opened at $198.91 on Tuesday. The stock’s 50 day moving average is $174.08 and its two-hundred day moving average is $154.72. Arista Networks has a twelve month low of $114.52 and a twelve month high of $214.89. The firm has a market capitalization of $250.87 billion, a PE ratio of 62.75, a P/E/G ratio of 2.06 and a beta of 1.60.

Arista Networks (NYSE:ANET – Get Free Report) last issued its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The business had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The company’s revenue for the quarter was up 37.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, sell-side analysts predict that Arista Networks will post 3.7 EPS for the current year.

Insider Activity at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $181.02, for a total transaction of $1,448,160.00. Following the completion of the sale, the director directly owned 184,333 shares in the company, valued at approximately $33,367,959.66. This trade represents a 4.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 573,509 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $208.13, for a total value of $119,364,428.17. Following the sale, the chief executive officer directly owned 25,000 shares in the company, valued at $5,203,250. This trade represents a 95.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,393,168 shares of company stock worth $806,762,269 in the last ninety days. Corporate insiders own 2.70% of the company’s stock.

Hedge Funds Weigh In On Arista Networks

Hedge funds and other institutional investors have recently bought and sold shares of the company. ABS Investment Management LLC purchased a new position in shares of Arista Networks in the second quarter valued at $29,000. Kelleher Financial Advisors purchased a new stake in shares of Arista Networks in the 2nd quarter worth about $31,000. Sankala Group LLC acquired a new stake in Arista Networks in the 4th quarter valued at about $27,000. Prosperity Bancshares Inc purchased a new position in Arista Networks during the 4th quarter valued at about $28,000. Finally, Main Street Group LTD acquired a new position in Arista Networks during the first quarter worth about $26,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Arista Networks News Roundup

Here are the key news stories impacting Arista Networks this week:

Positive Sentiment: Arista remains a key beneficiary of expanding artificial-intelligence infrastructure spending. A comparison with Celestica highlights both companies’ growing roles in AI networking, computing and data-center buildouts. Arista’s latest quarter also showed strong momentum, with revenue rising 37.7% year over year and earnings exceeding analyst expectations. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
Positive Sentiment: CNBC commentator Jim Cramer continues to favor Arista and has described the company and CEO Jayshree Ullal as difficult competitors to bet against. The endorsement reinforces Arista’s reputation as a leading AI-networking investment, although it is sentiment-driven rather than a new fundamental catalyst. Jim Cramer Said Arista Networks, Inc. and Snowflake Inc. Were Worth It
Neutral Sentiment: An options strategy discussed for ANET would generate income while capping upside at a price above the current level. The strategy reflects elevated investor interest and volatility but does not change Arista’s business outlook. Get Paid 18% a Year To Cap Your ANET Stock At 21% Higher
Negative Sentiment: CEO Jayshree Ullal sold 573,509 shares worth approximately $119.4 million, reducing her direct ownership by 95.82% to 25,000 shares. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but the size of the sale can still weigh on sentiment. SEC insider-trading filing
Negative Sentiment: A valuation analysis argues that Arista’s shares are priced for peak profitability. With the stock trading at a historically elevated multiple and margins near the upper end of their range, investors may be concerned that future upside requires continued exceptional growth and profitability. Arista Networks Stock Is Priced For Its Peak Margin

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.