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Smart Investors Daily
AN

NYSE · ANET

Arista Networks, Inc.

Technology · Computer Hardware

$195.38

Down-$5.71 (-2.84%)

Updated Aug 31, 2026, 7:25 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, Inc. has delivered strong price appreciation across multiple timeframes, with shares trading at $195.38 per SID market data. The stock has gained 14.24% over the past month and 22.52% over the trailing three-month period, while the one-year return stands at an impressive 52.88%. ANET currently trades above both its 50-day moving average of $180.48 and its 200-day moving average of $151.98, indicating sustained upward momentum according to Massive/Polygon technical indicators. The 14-day RSI reading of 52.5 suggests the stock remains in neutral territory, neither overbought nor oversold, despite recent gains. Arista carries a beta of 1.444, reflecting meaningfully higher volatility relative to the broader market. Average daily trading volume stands at approximately 8.88 million shares, supporting adequate liquidity for the company's $168.1 billion market capitalization in the technology sector.

Arista Networks Valuation Analysis

Arista Networks trades at a trailing price-to-earnings ratio of 47.82, commanding a significant premium relative to the broader market, per SID market data. The PEG ratio stands at 10.68, indicating that the current P/E multiple substantially exceeds the company's implied earnings growth rate, which raises questions about whether future growth adequately supports present valuation levels. The price-to-book ratio of 13.57 further reflects the market's elevated expectations for Arista's asset-light, high-margin networking business model. Notably, the company does not pay a dividend, directing capital instead toward reinvestment and balance sheet strength. According to SEC filings, Arista's premium valuation aligns with its positioning in the high-growth data center and cloud networking segments, where demand continues to accelerate. Within the technology sector, these multiples place Arista among the more richly valued large-cap networking companies by conventional metrics.

Smart Money Activity for ANET

Arista Networks registers a composite smart money score of 38 out of 100, generating a bearish signal per SID market data. Institutional positioning scores a perfect 25 out of 25, reflecting robust fund-level ownership and confidence from large asset managers according to 13F institutional filings. However, insider activity paints a contrasting picture, scoring just 0.1 out of 25. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, with 17 sell transactions compared to only 3 purchases, representing a pronounced sell-to-buy ratio of roughly 5.7 to 1. This persistent insider selling pressure weighs heavily on the overall smart money composite. Dark pool activity scores 12.0 out of 25, suggesting moderate off-exchange institutional trading interest. Congressional trading activity is minimal, scoring 0.8 out of 25. The divergence between strong institutional ownership and elevated insider selling creates a mixed signal that warrants careful monitoring by investors tracking informed market participants.

Arista Networks Earnings Outlook

Arista Networks has established a consistent pattern of earnings outperformance across recent quarters, according to company earnings reports. In the most recent quarter, the company reported earnings per share of $1.02 versus an analyst estimate of $0.86, delivering a positive surprise of $0.16, or approximately 18.6%. The prior quarter showed EPS of $0.87 against expectations of $0.79, a beat of $0.08. The quarter ending February 2026 saw reported EPS of $0.82 compared to the $0.72 consensus, representing a $0.10 positive surprise. Looking ahead, the upcoming quarter carries an analyst estimate of $0.7719 per share, with results expected on February 16, 2026. Across the three most recently completed quarters, Arista has beaten consensus estimates by an average of approximately $0.11 per share, demonstrating management's ability to consistently exceed market expectations and underscoring the company's operational execution in cloud networking.

Wall Street Analyst Ratings for ANET

Wall Street maintains a uniformly positive stance on Arista Networks, with all five most recent analyst updates reaffirming bullish ratings, per SID consensus data. On August 6, 2026, Barclays reiterated its Overweight rating, following similar reaffirmations from four firms the previous day. Wells Fargo maintained its Overweight recommendation, while Piper Sandler also reiterated an Overweight rating. Truist Securities and TD Cowen both upheld their Buy ratings on August 5, 2026, according to Wall Street analyst reports. Notably, none of the recent coverage updates involved a rating change, with each firm maintaining its prior bullish designation. This unanimous positive consensus across major sell-side institutions reflects broad confidence in Arista's competitive positioning within data center networking and its ability to capitalize on AI-driven infrastructure demand. The clustering of reaffirmations immediately following the company's latest earnings report suggests the recent results reinforced existing investment theses rather than prompting any material reassessment among covering analysts.