Arista Networks, Inc.

New York Stock Exchange
Back to all articles
Bullish +72

Arista Networks, Inc. (NYSE:ANET) Given Consensus Recommendation of ...

📈 Analysts assign an average 'Buy' rating to ANET with a consensus price target of $188.95.

🚀 Rosenblatt Securities raised its price target from $180 to $210 and upgraded the stock to 'buy'.

💰 Arista reported Q1 revenue of $2.71 billion, beating estimates by $90 million.

📊 Earnings per share reached $0.87, surpassing analyst consensus of $0.81.

📈 Revenue grew 35.1% year-over-year to $2.71 billion in the latest quarter.

💹 Net margin expanded to 38.32% with a return on equity of 30.10%.

👔 CEO Jayshree Ullal sold 428,000 shares for $75.9 million under a pre-arranged plan.

🏛️ Major shareholder Andreas Bechtolsheim sold 260,000 shares for $43 million.

📉 Insiders sold over 3.09 million shares valued at $519 million in the last three months.

🏦 Institutional investors hold an 82.47% stake in the company's outstanding shares.

🔮 Q2 2026 earnings guidance is set at exactly $0.88 EPS per share.

📉 Average analyst prediction for current fiscal year EPS is $3.27.

Bullish Signals
  • Arista Networks beat quarterly revenue estimates by $90 million, reporting $2.71 billion versus the expected $2.62 billion.
  • The company exceeded earnings expectations with $0.87 EPS compared to a consensus of $0.81.
  • Revenue growth accelerated significantly to 35.1% year-over-year, demonstrating strong market demand.
  • High profitability metrics include a net margin of 38.32% and a return on equity of 30.10%.
  • Multiple major brokerages including Needham, Wolfe Research, Susquehanna, and Deutsche Bank have issued 'buy' or 'strong-buy' ratings.
  • Rosenblatt Securities raised its price target to $210, indicating strong confidence in future performance.
  • The company maintains a dominant institutional ownership of 82.47%, signaling strong investor conviction.
Risk Factors
  • CEO Jayshree Ullal sold 428,000 shares worth $75.9 million, representing a 7.59% reduction in her personal holdings.
  • Major shareholder Andreas Bechtolsheim reduced his position by selling 260,000 shares for $43 million.
  • Insiders have collectively sold over 3.09 million shares valued at approximately $519 million over the last three months.
Full Analysis
Arista Networks, Inc. (NYSE:ANET) received an average 'Buy' recommendation from twenty-five brokerages covering the stock, with a consensus twelve-month price objective of $188.95. The ratings breakdown includes twenty-two 'buy' ratings, two 'strong buy' ratings, and one 'hold' rating. Recent analyst actions include Needham & Company reaffirming a 'buy' with an $185 target, Wolfe Research restating 'outperform' at $175, Rosenblatt Securities raising its target to $210, Susquehanna upgrading to 'strong-buy', and Deutsche Bank upgrading to 'buy'. The company reported strong financial results for the quarter ended May 5th, beating analyst estimates on both earnings per share and revenue. Arista posted $0.87 EPS compared to a consensus of $0.81, driven by revenue of $2.71 billion versus an expected $2.62 billion. Key performance metrics included a return on equity of 30.10% and a net margin of 38.32%. Revenue grew 35.1% year-over-year, with the company guiding for Q2 2026 EPS between $0.88 and $0.88. Insider trading activity saw CEO Jayshree Ullal sell 428,000 shares under a pre-arranged Rule 10b5-1 plan for approximately $75.9 million, reducing her ownership by 7.59%. Major shareholder Andreas Bechtolsheim also sold 260,000 shares for about $43 million, representing a minimal 0.14% decrease in his position. Over the last three months, insiders have collectively sold over 3.09 million shares valued at roughly $519 million, while institutional investors maintain an 82.47% ownership stake.