Ticker: ANET

Arista Networks

Software Technology Computer Hardware

Price 189.68

Reco Buy Potential 70 Risk 40 Updated 2026-09-09

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Description

Company and Business Model

Arista Networks is a technology company specializing in cloud networking solutions. Its core products include software-driven networking hardware and services, primarily targeting data centers and cloud service providers. The company operates in segments such as data center networking and software-defined networking, with major revenue sources stemming from hardware sales and software subscriptions. Arista's focus on high-performance networking solutions positions it as a key player in the technology sector.

Investment Profile

The investment profile of Arista Networks is more aligned with growth investors, given its focus on innovation and expansion in the cloud networking space. The company shows potential for revenue growth, supported by a solid quarterly performance. However, the elevated risk factors suggest a cautious approach for investors.

Category: Software Sector: Technology Industry: Computer Hardware Investment style: Growth Horizon: Long-term Company type: Tech Giant Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-10

EPS (TTM) — earnings per share for the last 12 months, $: 3.21
Revenue QoQ — quarter-over-quarter revenue growth: 12.1%
EPS surprise: 15.1%
20d volatility: 2.3%

AI recommendation changes

Date	Before	After	Reason
2026-07-21	Hold	Buy	Strong fundamentals but recent volatility raises concerns.
2026-07-16	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-07-01	Hold	Buy	Strong momentum and solid fundamentals support growth outlook.
2026-06-27	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-13	Hold	Buy	Strong growth momentum and positive earnings surprise.
2026-06-11	Buy	Hold	Weak momentum and high risk; hold for now.
2026-06-09	Hold	Buy	Strong fundamentals, but recent volatility raises concerns.
2026-06-01	Buy	Hold	Strong growth, positive EPS surprise, solid momentum.
2026-05-25	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-05-08	—	Hold	Weak momentum and high risk; hold for now.
2026-05-08	Buy	Hold	Компания демонстрирует стабильный рост выручки, но недавнее падение акций и высокая волатильность создают риски. Рекомендуется удерживать позиции до улучшения рыночной ситуации.
2026-04-25	Hold	Buy	Компания демонстрирует сильный рост выручки и положительные показатели по прибыли, что указывает на её потенциал для дальнейшего роста. Текущие тренды и высокая динамика цен также поддерживают рекомендацию к покупке.
2026-03-14	Buy	Hold	Компания демонстрирует умеренный рост выручки и положительный сюрприз по EPS, однако недавние колебания цен и снижение на длительном горизонте вызывают осторожность.
2026-03-05	Hold	Buy	Компания показывает стабильный рост выручки и положительные сюрпризы по EPS, однако недавние колебания цен и негативная динамика на более длительных горизонтах вызывают осторожность.
2026-02-24	Buy	Hold	Компания демонстрирует умеренный рост выручки, но недавние колебания цен и высокая волатильность создают риски. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-02-10	Hold	Buy	Компания Arista Networks демонстрирует стабильный рост выручки и положительную динамику цен на акции, что указывает на сильные фундаментальные показатели и потенциал для дальнейшего роста.
2026-01-30	Buy	Hold	Компания показывает позитивную динамику за последние 5 и 20 дней, однако недавний спад на 1.35% и нестабильность за 60 дней указывают на возможные риски.
2026-01-27	Hold	Buy	Компания показывает сильный рост за последние месяцы, особенно в краткосрочной перспективе. Несмотря на недавнее падение, долгосрочные показатели остаются позитивными, что делает её привлекательной для инвестиций.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-31	Deutsche Bank	Update	— → 220	195.69
2026-08-05	Goldman Sachs	Target Raised	196 → 225	198.82001
2026-08-05	UBS	Target Raised	187 → 259	200.225
2026-08-05	Morgan Stanley	Target Raised	190 → 220	195.07
2026-08-05	Wells Fargo	Target Raised	200 → 255	190.51
2026-08-05	KeyBanc	Target Raised	200 → 250	190.51
2026-08-05	Barclays	Target Raised	195 → 289	190.51
2026-08-05	Needham	Target Raised	— → 260	190.51
2026-08-05	Jefferies	Target Raised	— → 250	190.51
2026-07-16	Wells Fargo	Target Raised	185 → 200	171.92
2026-06-18	KeyBanc	Target Raised	178 → 200	164.93
2026-06-12	Morgan Stanley	Target Raised	180 → 190	156.4
2026-06-10	Wolfe Research	Update	— → 175	152.16
2026-05-15	Raymond James	Rating Upgraded	— → 164	147.81
2026-05-07	Barclays	Target Raised	184 → 195	147.06
2026-05-06	UBS	Target Raised	177 → 187	145.58
2026-05-06	Truist Financial	Target Raised	161 → 175	145.535
2026-05-06	Piper Sandler	Target Raised	175 → 181	170.22
2026-05-01	Morgan Stanley	Target Raised	165 → 180	175.47
2026-02-24	UBS	Update	— → 200	127.43
2026-02-13	Morgan Stanley	Target Raised	159 → 165	147.43
2026-02-13	Goldman Sachs	Target Raised	165 → 188	143.2
2026-02-13	UBS	Target Raised	155 → 177	146.95
2026-02-13	Needham	Target Raised	165 → 185	143.86
2026-02-13	Evercore ISI	Target Raised	175 → 200	141.92
2026-02-13	Piper Sandler	Target Raised	159 → 175	135.12
2026-02-13	KeyBanc	Target Raised	170 → 178	135.12
2026-02-13	Barclays	Target Raised	183 → 184	135.12
2026-01-05	Piper Sandler	Rating Upgraded	— → 159	133.6

News Page 1 of 1

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The launch of OpenAI's GPT-6 Astra has sparked significant investor enthusiasm, particularly benefiting companies in the semiconductor and cloud sectors closely tied to OpenAI, including Softbank, AMD, and Oracle.

Analysts recommend buying Arista Networks (ANET) shares as AI infrastructure demand grows

08/12/2026, 08:36 AM investing recommendation Analysts: analysts ai software Arista Networks

Arista Networks is positioned to benefit significantly from the growing demand for AI infrastructure, particularly in networking, as evidenced by its recent stock performance and strong revenue growth projections.

Stocks Making Significant Moves Premarket: SpaceX, AMD, Eli Lilly, and Disney Report Mixed Results

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Premarket trading saw significant movements among several major companies, with SpaceX experiencing a notable decline following its quarterly report, while Eli Lilly and Arista Networks reported strong earnings that boosted their stock prices. These fluctuations reflect varying investor sentiments based on earnings performance and future guidance.

Stocks Post-Market: SpaceX Falls 7% Despite Revenue Beat; Arista Networks Rises 11% on Strong Earnings

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Several companies experienced significant stock movements after their earnings reports, with notable gains for Arista Networks and Wynn Resorts, while SpaceX and AMD faced declines despite reporting revenues above expectations.