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AN

NASDAQ · ANET

Arista Networks, Inc.

Technology · Computer Hardware

$195.38

Down-$5.71 (-2.84%)

Updated Aug 31, 2026, 10:07 AM

SID Score

7.0/10

Composite research score

Smart Money

38/100

Bearish

Market cap
168.11B
P/E ratio
47.82
Dividend yield
0.00%
52-week range
$115.42 – $214.89
Volume
3.06M
Avg. volume
8.88M

Price performance

ANET price history

1M range · 20 trading sessions · Daily adjusted prices

ANET closed at $195.38 after 20 trading sessions, up 5.67% for the selected period.

Last close
$195.38
Period change
+5.67%
Period low
$183.75
Period high
$210.50
Daily close
View OHLC price history
ANET OHLC price history, latest 40 sessions
DateOpenHighLowCloseVolume
Aug 28, 2026$200.00$200.10$194.61$195.383.06M
Aug 27, 2026$205.90$206.13$199.215$201.094.7M
Aug 26, 2026$190.905$203.36$190.905$202.257.66M
Aug 25, 2026$192.34$193.15$188.06$190.944.39M
Aug 24, 2026$186.00$190.25$186.00$188.155.31M
Aug 21, 2026$183.77$190.44$183.59$188.658.13M
Aug 20, 2026$185.31$187.28$182.83$183.754.21M
Aug 19, 2026$195.04$195.50$184.51$186.455.74M
Aug 18, 2026$196.00$197.99$189.67$193.188.89M
Aug 17, 2026$201.16$202.265$198.34$201.805.68M
Aug 14, 2026$205.27$205.27$198.245$198.824.71M
Aug 13, 2026$209.79$210.11$203.55$203.627.91M
Aug 12, 2026$205.47$211.45$203.76$210.5010.01M
Aug 11, 2026$194.565$198.92$190.48$197.856.28M
Aug 10, 2026$192.49$195.70$187.03$191.525.43M
Aug 7, 2026$198.00$198.00$187.50$188.677.21M
Aug 6, 2026$192.41$197.11$189.43$192.327.77M
Aug 5, 2026$210.19$214.89$191.01$197.3120.23M
Aug 4, 2026$187.70$194.3499$187.0106$190.5114.1M
Aug 3, 2026$174.42$186.57$173.45$184.898.34M

Latest ANET news

The latest Smart Investors Daily articles mentioning ANET.

ANET research

Overview

Company profile and research snapshot.

Company profile

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

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Analyst outlook

Consensus and target data currently published for this company.

Consensus
Buy
Average target
$155.86
Implied upside
Analysts
17
ANET recent ratings
DateFirmRatingTarget
Aug 6, 2026BarclaysOverweight
Aug 5, 2026Wells FargoOverweight
Aug 5, 2026Piper SandlerOverweight
Aug 5, 2026Truist SecuritiesBuy
Aug 5, 2026TD CowenBuy
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News briefing

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AI research layers

Interpretive context generated from the platform’s current data sources.

Arista Networks Stock Performance

Arista Networks has demonstrated strong momentum across multiple timeframes, per SID market data. The stock trades at $195.38, reflecting a 14.24% gain over the past month and a 22.52% advance over three months. Over the trailing twelve months, ANET has surged 52.88%, significantly outpacing broader market indices. The stock currently trades above both its 50-day moving average of $180.48 and its 200-day moving average of $151.98, confirming a sustained uptrend across intermediate and long-term technical frameworks. The 14-day relative strength index stands at 52.5, indicating neutral momentum without overbought or oversold conditions, according to Massive/Polygon data. Average daily trading volume registers at approximately 8.88 million shares, supporting healthy liquidity. Arista's beta of 1.444 indicates the stock exhibits materially higher volatility relative to the broader market. The company's market capitalization stands at approximately $168.1 billion, positioning it among the largest networking technology firms.

Arista Networks Valuation Analysis

Arista Networks trades at a price-to-earnings ratio of 47.82, reflecting a premium valuation typical of high-growth technology companies, per SID market data. The PEG ratio stands at 10.68, suggesting the current earnings multiple significantly exceeds the company's projected earnings growth rate and indicating a stretched valuation on a growth-adjusted basis. The price-to-book ratio registers at 13.57, per SEC filings, underscoring the substantial premium investors assign to Arista's intangible assets, intellectual property, and competitive positioning in cloud networking infrastructure. Arista does not pay a dividend, directing free cash flow toward reinvestment and balance sheet optimization. Within the technology sector, these valuation metrics place ANET at the upper end of peer multiples, consistent with its leadership in data center switching and AI-driven networking demand. The $168.1 billion market capitalization reflects the market's forward-looking assessment of sustained revenue and margin expansion across hyperscale and enterprise customer segments.

Smart Money Activity for ANET

Smart money indicators for Arista Networks present a bearish composite picture, with an overall smart money score of 38 out of 100, per SID market data. Insider activity has been notably skewed toward selling, with 17 sales versus only 3 purchases among the 20 insider transactions recorded over the past 90 days, according to SEC Form 4 filings. The insider component scores just 0.1 out of 25, reflecting persistent executive and director disposition of shares. In contrast, institutional positioning scores a perfect 25 out of 25, per 13F institutional filings, indicating robust accumulation by large asset managers and funds. Dark pool activity registers at 12.0 out of 25, suggesting moderate but not dominant off-exchange interest. Congressional trading activity scores a minimal 0.8 out of 25, indicating limited disclosed legislative trading in ANET shares. The divergence between strong institutional conviction and heavy insider selling creates a conflicting signal that warrants close monitoring of subsequent filing disclosures.

Arista Networks Earnings Outlook

Arista Networks has delivered consecutive earnings beats across its most recent reported quarters, according to company earnings reports. In the most recent quarter, ANET posted earnings per share of $1.02 against a consensus estimate of $0.86, representing an 18.6% upside surprise. The prior quarter saw EPS of $0.87 versus an estimate of $0.79, an approximate 10.1% beat. In the quarter reported on February 12, actual EPS of $0.82 exceeded the $0.72 estimate by $0.10. This consistent pattern of outperformance demonstrates management's ability to exceed Street expectations through a combination of revenue execution and disciplined cost management. Looking ahead, analysts project EPS of approximately $0.77 for the upcoming quarter, per analyst estimates. The trajectory of rising sequential earnings from $0.82 to $0.87 to $1.02 reflects accelerating demand for Arista's cloud networking solutions driven by hyperscale AI infrastructure buildouts and enterprise modernization.

Wall Street Analyst Ratings for ANET

Wall Street analysts maintain a unanimously positive outlook on Arista Networks, per SID consensus data. In the most recent round of post-earnings coverage updates, five major firms reiterated their bullish ratings. Barclays maintained its Overweight rating on August 6, 2026, while Wells Fargo and Piper Sandler each reiterated Overweight ratings on August 5, according to Wall Street analyst reports. Truist Securities and TD Cowen both reaffirmed Buy ratings on the same date. Notably, none of the five firms altered their prior ratings, indicating sustained conviction in Arista's fundamental trajectory rather than reactionary upgrades. The consistency across both bulge bracket and boutique research desks reflects broad agreement on Arista's competitive advantages in data center switching, campus networking, and emerging AI workload infrastructure. The absence of any Hold or Sell ratings among recent coverage actions positions ANET with a consensus tilt firmly toward accumulation, supported by the company's demonstrated pattern of earnings outperformance across three consecutive quarters.