FY2027 EPS Estimate for Arista Networks Raised by Analyst

Arista Networks, Inc. (NYSE:ANET) – Research analysts at Erste Group Bank boosted their FY2027 earnings per share (EPS) estimates for shares of Arista Networks in a research note issued to investors on Friday, June 5th. Erste Group Bank analyst H. Engel now expects that the technology company will post earnings of $4.00 per share for the year, up from their prior forecast of $3.95. The consensus estimate for Arista Networks’ current full-year earnings is $3.27 per share.

A number of other analysts have also commented on the company. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price for the company in a research report on Friday, May 15th. Wells Fargo & Company boosted their target price on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and issued a $185.00 target price on shares of Arista Networks in a research report on Wednesday, May 6th. Barclays reaffirmed an “overweight” rating and issued a $195.00 target price (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $175.00 target price on shares of Arista Networks in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Arista Networks presently has a consensus rating of “Buy” and a consensus price target of $185.95.

Arista Networks Price Performance

Shares of Arista Networks stock opened at $151.71 on Thursday. Arista Networks has a one year low of $85.58 and a one year high of $179.80. The firm has a market capitalization of $191.03 billion, a price-to-earnings ratio of 51.95, a PEG ratio of 2.35 and a beta of 1.61. The business has a 50-day simple moving average of $152.99 and a 200 day simple moving average of $139.55.

Arista Networks (NYSE:ANET) last issued its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the company posted $0.65 EPS. The firm’s revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of Arista Networks stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer owned 5,209,207 shares in the company, valued at approximately $924,321,690.08. The trade was a 7.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $163.06, for a total value of $39,134,400.00. Following the completion of the transaction, the insider owned 331,848 shares in the company, valued at $54,111,134.88. The trade was a 41.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 2,403,142 shares of company stock worth $388,820,943. Insiders own 2.70% of the company’s stock.

Hedge Funds Weigh In On Arista Networks

Hedge funds and other institutional investors have recently modified their holdings of the business. Board of the Pension Protection Fund purchased a new position in shares of Arista Networks in the 4th quarter worth approximately $26,000. Main Street Group LTD purchased a new position in shares of Arista Networks in the 1st quarter worth approximately $26,000. Sankala Group LLC purchased a new position in shares of Arista Networks in the 4th quarter worth approximately $27,000. Prosperity Bancshares Inc purchased a new position in shares of Arista Networks in the 4th quarter worth approximately $28,000. Finally, Knuff & Co LLC purchased a new position in shares of Arista Networks in the 3rd quarter worth approximately $29,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

More Arista Networks News

Here are the key news stories impacting Arista Networks this week:

• Positive Sentiment: Arista introduced its new 7060XE7 Series 1.6T networking platforms for rack-scale AI infrastructure, reinforcing its role as a key supplier in AI data center buildouts. Article Title
• Positive Sentiment: Analysts remain constructive after Arista’s strong quarterly results, with several raising price targets and reiterating Buy ratings, which supports the bull case for continued earnings momentum. Article Title
• Positive Sentiment: Coverage also highlighted Arista’s debt-free balance sheet, rising cash reserves, and strong operating cash flow, suggesting the company can keep investing in AI and cloud growth. Article Title
• Neutral Sentiment: Several stories framed Arista as a major beneficiary of the AI infrastructure buildout, but this is more of a reaffirmation of the long-term growth story than a new catalyst. Article Title
• Negative Sentiment: Major shareholder Andreas Bechtolsheim disclosed another large stock sale under a pre-arranged 10b5-1 plan. While routine, repeated insider selling can still pressure sentiment on ANET. Article Title

Arista Networks Company Profile

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.