Yahoo · Oct 9, 2026
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AN
NASDAQ · ANET
Arista Networks, Inc.
Technology · Computer Hardware
$216.74
Up+$5.77 (+2.73%)
Updated Oct 10, 2026, 10:23 PM
SID Score
6.8/10
Composite research score
Smart Money
49/100
Neutral
- Market cap
- 168.11B
- P/E ratio
- 47.82
- Dividend yield
- 0.00%
- 52-week range
- $115.42 – $217.41
- Volume
- 4.33M
- Avg. volume
- 8.88M
Price performance · ANET
ANET price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 9, 2026
ANET closed at $216.74 after 21 trading sessions, up 8.59% for the selected period.
- Last close
- $216.74
- Period change
- +8.59%
- Period low
- $187.81
- Period high
- $216.74
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 9, 2026 | $215.38 | $217.4099 | $213.6506 | $216.74 | 4.33M |
| Oct 8, 2026 | $213.495 | $217.32 | $209.51 | $210.97 | 4.88M |
| Oct 7, 2026 | $211.30 | $217.3183 | $209.13 | $215.83 | 5M |
| Oct 6, 2026 | $208.00 | $216.07 | $207.20 | $215.36 | 6.98M |
| Oct 5, 2026 | $207.76 | $208.91 | $204.50 | $206.90 | 3.56M |
| Oct 2, 2026 | $208.26 | $208.6324 | $204.6601 | $207.35 | 4.15M |
| Oct 1, 2026 | $204.695 | $206.35 | $200.7708 | $204.49 | 4.11M |
| Sep 30, 2026 | $204.24 | $207.43 | $203.09 | $203.59 | 4.9M |
| Sep 29, 2026 | $207.10 | $207.48 | $201.35 | $202.86 | 4.55M |
| Sep 28, 2026 | $205.59 | $208.35 | $203.52 | $204.92 | 3.48M |
| Sep 25, 2026 | $208.855 | $212.00 | $205.525 | $206.55 | 4.38M |
| Sep 24, 2026 | $199.91 | $206.54 | $198.7573 | $205.70 | 3.56M |
| Sep 23, 2026 | $205.455 | $206.48 | $200.75 | $203.47 | 3.97M |
| Sep 22, 2026 | $204.35 | $208.26 | $203.26 | $205.19 | 4.58M |
| Sep 21, 2026 | $203.47 | $205.95 | $200.745 | $205.42 | 5M |
| Sep 18, 2026 | $202.35 | $202.58 | $196.89 | $199.39 | 10.72M |
| Sep 17, 2026 | $203.11 | $204.9133 | $192.98 | $199.53 | 7.17M |
| Sep 16, 2026 | $197.44 | $200.25 | $195.08 | $197.54 | 4.48M |
| Sep 15, 2026 | $191.885 | $194.6864 | $190.86 | $192.84 | 4.91M |
| Sep 14, 2026 | $189.82 | $191.1051 | $186.11 | $187.81 | 5.68M |
| Sep 11, 2026 | $192.23 | $200.25 | $192.105 | $199.59 | 4.64M |
Latest ANET news
The latest Smart Investors Daily articles mentioning ANET.
Stock researchCompany · Overview
Company
Market Activity
Research & News
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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $155.86
- Implied upside
- —
- Analysts
- 17
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 8, 2026 | Citigroup | Buy | — |
| Sep 30, 2026 | Bernstein | Outperform | — |
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 6, 2026 | Barclays | Overweight | — |
| Aug 5, 2026 | Wells Fargo | Overweight | — |
News briefing
Generated Oct 10, 2026, 9:04 PM
Why Is ANET Up Today? AI Infrastructure Demand and Analyst Optimism Drive Stock Higher
Arista Networks gained 2.73% today as the networking equipment maker continues to ride the wave of AI infrastructure buildout momentum. With the stock up 64.7% year-to-date and hitting all-time highs, investors are increasingly focused on whether the company can sustain its growth trajectory in the competitive networking space.
Bottom line: Arista Networks is benefiting from structural tailwinds in AI infrastructure spending and has strong analyst support, evidenced by recent price target increases. However, investors should be mindful of the stock's premium valuation after a 64.7% year-to-date rally—any disappointment on execution, competitive pressure, or AI spending cycles could create significant downside risk at current levels.
Yahoo · Oct 9, 2026
Arista Networks Plugs Into All-Time Highs
Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.
Yahoo · Oct 9, 2026
Arista Networks Stock Is Expensive, But Don’t Count It Out Just Yet
Arista Networks (ANET) delivers robust cloud networking solutions, achieving strong technical momentum and exceptional price appreciation. ANET maintains a 100% “Buy” rating from Barchart. Shares are up 34% over the past year. While profitability and growth metrics are outstanding, ANET’s valuation is extremely stretched versus sector peers, warranting disciplined risk...
Yahoo · Oct 8, 2026
One Unsettled Question Sits Under Super Micro Computer Stock
Super Micro Computer (SMCI) expects a steep climb in sales for fiscal 2027. Management has noted, however, that its high-volume GPU systems usually earn much lower margins than its other products. As a result, Super Micro has yet to prove how much of each sale it can keep as profit during this rapid expansion.
AI research layers
Interpretive context generated from the platform’s current data sources.
Arista Networks Stock Performance
Arista Networks, Inc. has delivered strong returns across multiple timeframes, with shares trading at $216.74 per SID market data. The stock has gained 14.68% over the past month and 19.65% over the trailing three-month period, while the one-year return stands at an impressive 65.74%. From a technical perspective, ANET trades well above both its 50-day moving average of $197.86 and its 200-day moving average of $161.27, indicating sustained upward momentum according to Massive/Polygon data. The 14-day relative strength index registers at 67.0, approaching but not yet reaching overbought territory. The stock carries a beta of 1.444, reflecting notably higher volatility relative to the broader market. Average daily trading volume stands at approximately 8.88 million shares, supporting healthy liquidity. Arista's market capitalization currently sits at approximately $168.1 billion, firmly positioning it among large-cap technology names.
Arista Networks Valuation Analysis
Arista Networks currently trades at a price-to-earnings ratio of 47.82, reflecting a significant premium relative to broader market averages, per SID market data. The PEG ratio stands at 10.68, suggesting the stock's elevated earnings multiple is not fully supported by near-term growth expectations according to standard PEG-based valuation frameworks. The price-to-book ratio registers at 13.57, underscoring the substantial premium investors are placing on the company's intangible assets, brand strength, and competitive positioning within the networking infrastructure sector. Arista does not pay a dividend, consistent with its strategy of reinvesting earnings to fuel growth in cloud networking and data center switching markets. As a technology sector company per SEC filings, Arista's premium valuation reflects market confidence in its long-term addressable market expansion, particularly amid rising demand for AI-related networking infrastructure. These metrics position ANET at the higher end of its peer group's valuation range.
Smart Money Activity for ANET
Arista Networks registers a smart money score of 49 out of 100 with a neutral overall signal, per SID market data. The institutional component scores a perfect 25 out of 25, indicating robust and sustained accumulation by large asset managers and funds according to 13F institutional filings. In contrast, insider activity paints a distinctly different picture, scoring 0.0 out of 25. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, all of which were sales with zero purchases recorded during the period. This sustained insider selling pattern represents a notable divergence from the strong institutional conviction. Dark pool activity scores a modest 8.5 out of 25, suggesting relatively limited off-exchange accumulation at current price levels. Congressional trading activity scores 15.6 out of 25, indicating moderate engagement from lawmakers. The disconnect between maximum institutional confidence and persistent insider selling creates a mixed signal for investors evaluating smart money positioning in the stock.
Arista Networks Earnings Outlook
Arista Networks has demonstrated a consistent pattern of exceeding analyst expectations in recent quarters, according to company earnings reports. In the most recently reported quarter, Arista posted earnings per share of $1.02 against a consensus estimate of $0.86, delivering a positive surprise of $0.16, or approximately 18.6%. The preceding quarter also showed a beat, with actual EPS of $0.87 versus the $0.79 estimate, representing a $0.08 positive surprise. Looking ahead, analysts project EPS of $1.06 for the upcoming quarter with results expected on November 3, 2026, per analyst estimates. These sequential increases in both estimates and actual results reflect an accelerating earnings trajectory. The pattern of outperformance suggests that consensus estimates may continue to understate Arista's earnings power, driven by strong demand for its cloud networking solutions and data center switching platforms across hyperscale and enterprise customers.
Wall Street Analyst Ratings for ANET
Wall Street consensus on Arista Networks remains decidedly bullish, with recent analyst activity uniformly reflecting positive sentiment according to Wall Street analyst reports. On October 8, 2026, Citigroup maintained its Buy rating on the stock, reaffirming its constructive outlook. Bernstein initiated coverage on September 30 with an Outperform rating, adding a new bullish voice to the coverage universe. Notably, Deutsche Bank upgraded its stance by initiating coverage with a Buy rating on September 1, shifting from a prior Hold position, signaling increased conviction per SID consensus data. Barclays maintained its Overweight rating on August 6, while Wells Fargo reiterated its Overweight designation on August 5. Across the five most recent analyst actions, all five carry bullish designations with no neutral or bearish ratings present. The unanimous positive sentiment across multiple major investment banks reflects broad institutional confidence in Arista's competitive positioning within the AI networking and cloud infrastructure markets.
