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AN
NYSE · ANET
Arista Networks, Inc.
Technology · Computer Hardware
$199.39
Down-$0.14 (-0.07%)
Updated Sep 20, 2026, 1:08 PM
SID Score
7.0/10
Composite research score
Smart Money
33/100
Bearish
- Market cap
- 168.11B
- P/E ratio
- 47.82
- Dividend yield
- 0.00%
- 52-week range
- $115.42 – $214.89
- Volume
- 10.72M
- Avg. volume
- 8.88M
Price performance
ANET price history
1M range · 19 trading sessions · Daily adjusted prices
ANET closed at $199.39 after 19 trading sessions, up 5.97% for the selected period.
- Last close
- $199.39
- Period change
- +5.97%
- Period low
- $186.10
- Period high
- $202.25
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| Sep 10, 2026 | $189.35 | $193.04 | $187.8926 | $188.99 | 2.82M |
| Sep 9, 2026 | $194.855 | $196.96 | $192.05 | $192.93 | 3.68M |
| Sep 8, 2026 | $196.82 | $200.675 | $194.72 | $194.96 | 4.74M |
| Sep 4, 2026 | $192.82 | $197.10 | $190.56 | $193.78 | 4.21M |
| Sep 3, 2026 | $185.25 | $192.00 | $181.27 | $191.44 | 4.11M |
| Sep 2, 2026 | $188.00 | $189.89 | $184.08 | $186.10 | 4.37M |
| Sep 1, 2026 | $195.77 | $196.50 | $188.56 | $189.26 | 4.38M |
| Aug 31, 2026 | $195.50 | $197.99 | $193.91 | $195.69 | 5.03M |
| Aug 28, 2026 | $200.00 | $200.10 | $194.61 | $195.38 | 3.06M |
| Aug 27, 2026 | $205.90 | $206.13 | $199.215 | $201.09 | 4.7M |
| Aug 26, 2026 | $190.905 | $203.36 | $190.905 | $202.25 | 7.66M |
| Aug 25, 2026 | $192.34 | $193.15 | $188.06 | $190.94 | 4.39M |
| Aug 24, 2026 | $186.00 | $190.25 | $186.00 | $188.15 | 5.31M |
Latest ANET news
The latest Smart Investors Daily articles mentioning ANET.
Stock researchCompany · Overview
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
- 16
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 6, 2026 | Barclays | Overweight | — |
| Aug 5, 2026 | Wells Fargo | Overweight | — |
| Aug 5, 2026 | Piper Sandler | Overweight | — |
| Aug 5, 2026 | Truist Securities | Buy | — |
News briefing
Generated Sep 19, 2026, 9:04 PM
Why Is ANET Flat Today? Strong Guidance Offsets Broader Market Headwinds
Arista Networks is essentially flat despite raising its full-year outlook, as the stock's strong fundamentals are being weighed down by broader market uncertainty around Fed policy and AI spending sustainability. The company's raised guidance reflects robust AI data center demand, but investor caution about macro conditions is tempering enthusiasm.
Bottom line: Arista Networks delivered encouraging full-year guidance despite today's flat trading, reflecting the company's solid operational momentum in the AI data center space. However, broader macro concerns about AI spending sustainability and Fed policy are keeping a lid on the stock; investors should watch for market clarity on both fronts before adding positions or taking profits.
Yahoo · Sep 18, 2026
Arista Networks (ANET) Raises Full Year Outlook As AI Data Center Demand Stays Strong
Arista Networks (NYSE: ANET) reported continued robust growth linked to demand for AI data center networking infrastructure. The company raised its full-year revenue outlook, signaling higher expected sales for the current financial year. Management highlighted Arista's role in AI data center buildouts, with industry experts praising its positioning in this segment. Arista's upgraded full-year revenue guidance and AI data center traction deserves weighing against the rest of our findings...
ChartMill · Sep 18, 2026
Arista Networks (NYSE:ANET): High Growth Momentum Meets a Breakout Setup
ANET blends high growth momentum with a strong technical setup: Technical 10, Setup 8, HGM 7. See the breakout plan, risks, and screen criteria.
Yahoo · Sep 17, 2026
Jim Cramer Presses OpenAI CFO on AI Spending. 6 Stocks Are Riding on What Happens Next
Jim Cramer put OpenAI's CFO on the spot about whether a safety-driven slowdown could pull the rug out from under billions in AI infrastructure spending, and her answer has direct consequences for six companies already banking on that money.
AI research layers
Interpretive context generated from the platform’s current data sources.
Arista Networks Stock Performance
Arista Networks has demonstrated strong upward momentum across multiple timeframes, per SID market data. The stock currently trades at $199.39, reflecting a 6.94% gain over the past month, a 17.52% gain over the past three months, and a substantial 59.82% increase over the trailing twelve months. ANET trades well above its key moving averages, with the current price sitting 6.32% above its 50-day moving average of $187.53 and 27.45% above its 200-day moving average of $156.44, according to Massive/Polygon data. The 14-day RSI reading of 53.4 indicates neutral momentum, suggesting the stock is neither overbought nor oversold at current levels. ANET carries a beta of 1.444, indicating meaningfully higher volatility relative to the broader market. Average daily volume stands at approximately 8.88 million shares, supporting the stock's $168.1 billion market capitalization within the technology sector.
Arista Networks Valuation Analysis
Arista Networks commands premium valuation multiples relative to broader market benchmarks, according to SID market data. The stock trades at a price-to-earnings ratio of 47.82, reflecting elevated investor expectations for sustained earnings growth. However, the PEG ratio of 10.68 suggests the current P/E multiple significantly exceeds the company's expected earnings growth rate, per SEC filings and consensus data. The price-to-book ratio stands at 13.57, indicating the market values Arista at roughly thirteen and a half times its book value, which is characteristic of high-growth technology companies with asset-light business models. Arista does not pay a dividend, consistent with its strategy of reinvesting earnings into research, development, and business expansion. The company's $168.1 billion market capitalization positions it among the largest networking equipment providers globally. These valuation metrics collectively reflect the market's pricing of Arista's dominant position in cloud networking infrastructure.
Smart Money Activity for ANET
Smart money indicators for Arista Networks present a notably bearish composite signal, with an overall smart money score of 33 out of 100, per SID market data. Institutional positioning represents the strongest component at 25 out of 25, indicating maximum bullish conviction among large asset managers tracked through 13F institutional filings. In contrast, insider activity scores 0.0 out of 25, reflecting significant net selling pressure. According to SEC Form 4 filings, there have been 20 insider transactions over the past 90 days, comprising 18 sells and only 2 buys, a ratio that signals persistent insider distribution. Dark pool activity registers at just 6.8 out of 25, suggesting below-average institutional accumulation through off-exchange venues. Congressional trading activity scores 0.8 out of 25, indicating minimal engagement from members of Congress. The divergence between strong institutional ownership and heavy insider selling creates a mixed signal that warrants close monitoring of future Form 4 disclosures for any shift in insider sentiment.
Arista Networks Earnings Outlook
Arista Networks has established a consistent pattern of exceeding analyst expectations, according to company earnings reports. In the most recently reported quarter, the company posted earnings per share of $1.02 against a consensus estimate of $0.86, representing a positive surprise of $0.16 or approximately 18.6%. The prior quarter also delivered a beat, with actual EPS of $0.87 versus the $0.79 estimate, a $0.08 positive surprise. The quarter ending in early 2026 similarly exceeded expectations, reporting $0.82 in EPS against a $0.72 estimate, a $0.10 upside surprise. Looking ahead, analyst estimates project EPS of approximately $0.77 for the upcoming quarter, per consensus data. The sequential growth trajectory from $0.82 to $0.87 to $1.02 in reported quarters demonstrates accelerating earnings momentum. Arista's next earnings report is scheduled for February 2026, which will provide additional visibility into the company's growth trajectory.
Wall Street Analyst Ratings for ANET
Wall Street consensus on Arista Networks remains firmly bullish, with recent analyst actions uniformly reflecting positive sentiment, per SID consensus data. Deutsche Bank initiated coverage on September 1, 2026, with a Buy rating, upgrading from a prior Hold stance, representing a meaningful upgrade in conviction. Barclays maintained its Overweight rating on August 6, 2026, following the company's latest earnings report, according to Wall Street analyst reports. Wells Fargo and Piper Sandler both reiterated their Overweight ratings on August 5, 2026, while Truist Securities maintained its Buy rating on the same date. Notably, all five recent analyst actions carry either Buy or Overweight designations, with no downgrades or neutral ratings observed in the current cycle. The clustering of reaffirmations immediately following the earnings report, where ANET posted a $0.16 EPS beat, suggests that the company's financial results reinforced existing bullish theses among institutional research desks covering the cloud networking sector.
