Arista Networks (NYSE:ANET) Trading Up 2.7% – Time to Buy?

Posted by Geri Gentry on May 28th, 2026

Shares of Arista Networks, Inc. (NYSE:ANET – Get Free Report) were up 2.7% during trading on Tuesday . The stock traded as high as $160.14 and last traded at $158.21. Approximately 11,640,795 shares changed hands during trading, an increase of 32% from the average daily volume of 8,826,018 shares. The stock had previously closed at $154.03.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on ANET shares. JPMorgan Chase & Co. increased their price objective on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Wells Fargo & Company increased their price objective on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Rosenblatt Securities increased their price objective on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Piper Sandler reaffirmed an “overweight” rating and issued a $181.00 price objective (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $180.00 price objective on shares of Arista Networks in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Arista Networks currently has an average rating of “Buy” and a consensus price target of $185.72.

Check Out Our Latest Research Report on Arista Networks

Arista Networks Stock Performance

The company’s fifty day moving average is $147.06 and its two-hundred day moving average is $137.46. The company has a market cap of $195.44 billion, a price-to-earnings ratio of 53.15, a P/E/G ratio of 2.37 and a beta of 1.67.

Arista Networks (NYSE:ANET – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the company earned $0.65 EPS. Arista Networks’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, sell-side analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $163.31, for a total transaction of $5,225,920.00. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at $2,119,110.56. This trade represents a 71.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the sale, the chief executive officer directly owned 5,209,207 shares in the company, valued at $924,321,690.08. The trade was a 7.59% 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. In the last quarter, insiders have sold 1,943,142 shares of company stock worth $314,618,583. 2.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Board of the Pension Protection Fund purchased a new position in shares of Arista Networks during the 4th quarter valued at approximately $26,000. Main Street Group LTD purchased a new position in Arista Networks in the 1st quarter valued at $26,000. Sankala Group LLC purchased a new position in Arista Networks in the 4th quarter valued at $27,000. Prosperity Bancshares Inc purchased a new position in Arista Networks in the 4th quarter valued at $28,000. Finally, Knuff & Co LLC purchased a new position in Arista Networks in the 3rd quarter valued at $29,000. Hedge funds and other institutional investors 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.