ANETANETTechnology · Computer Hardware

ANET Stock Forecast: Arista Networks, Inc. Price Predictions for 2026-2027

Last close, 7 Aug 2026
$189
−1.90% on the day

The 30 Wall Street analysts covering Arista Networks, Inc. hold a median 12-month price target of $245 — +29.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 69 of 100 as at 8 Aug 2026 — in the upper half.

Market cap
$238.0B
Ticker Nerd rank
69 / 100
Median analyst target
$245
Analysts covering
30
Total return, dividends reinvested
1W
+4.6%
1M
+13.3%
YTD
+44.0%
1Y
+35.5%
From 52W high
−4.4%
From 52W low
+62.5%
$116
$197
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ANET stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Arista Networks, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Aug 2026
69 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
99
Momentum
81
Quality
76
Issuance
65
Growth
62
Accruals
49
Volatility
33
Value
32
Size
1

Revisions (99): Analysts have, on balance, been raising their forecasts.

Value (32): The shares cost a lot relative to the profits and assets behind them.

Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.

The rank is the raw material. Whether the rules would actually own Arista Networks, Inc. — and when they’d sell — is the membership.

Wall Street

ANET stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ANET, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$150$200$250$300Oct 25Jan 26Apr 26Jul 26ANETHigh $289Median $245Low $185

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says30 analysts
30 Buy0 Hold0 Sell
Low $185Median $245High $289

The green dot is the last close — the median target sits +29.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 15 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
6 Aug 2026BarclaysMaintainsOverweight$195$289
5 Aug 2026B of A SecuritiesMaintainsBuy$200$240
5 Aug 2026Evercore ISI GroupMaintainsOutperform$200$250
5 Aug 2026KeybancMaintainsOverweight$200$250
5 Aug 2026Morgan StanleyMaintainsOverweight$190$220
5 Aug 2026NeedhamMaintainsBuy$200$260
5 Aug 2026Piper SandlerReiteratesOverweight$181$240
5 Aug 2026RosenblattMaintainsBuy$210$280
5 Aug 2026TD CowenMaintainsBuy$210$250
5 Aug 2026Truist SecuritiesMaintainsBuy$175$234
5 Aug 2026UBSMaintainsBuy$187$259
5 Aug 2026Wells FargoMaintainsOverweight$200$255
22 July 2026NeedhamMaintainsBuy
22 July 2026NeedhamMaintainsBuy$185$200
16 July 2026Wells FargoMaintainsOverweight$185$200
16 July 2026Wells FargoMaintainsOverweight
13 July 2026TD CowenMaintainsBuy$200$210
13 July 2026TD CowenMaintainsBuy
18 June 2026KeybancMaintainsOverweight
12 June 2026Morgan StanleyMaintainsOverweight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Estimates

ANET analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.5%
Analysts raising
0
Analysts cutting
0
Fundamentals

Arista Networks, Inc. (ANET) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
59.9×

Cheaper than 13% of US stocks

Price / sales
22.6×

Cheaper than 8% of US stocks

Price / book
16.1×

Cheaper than 7% of US stocks

EV / EBITDA
48.4×

Cheaper than 5% of US stocks

Growth & margins
Revenue growth (YoY)
37.7%

Higher than 82% of US stocks

Earnings growth (YoY)
36.5%

Higher than 71% of US stocks

Gross margin
62.9%

Higher than 77% of US stocks

Operating margin
45.4%

Higher than 95% of US stocks

Net margin
38.4%

Higher than 94% of US stocks

Returns & dividend
Return on equity
31.5%

Higher than 89% of US stocks

Return on assets
14.1%

Higher than 96% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

ANET vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelComputer Hardware
CompanyMarket capTKN rank
ANETArista Networks, Inc.$238.0B
69
DELLDell Technologies, Inc.$307.1B
96
STXSeagate Technology Holdings plc$182.2B
96
SNDKSandisk Corp.$178.9B
75
WDCWestern Digital Corp.$149.7B
91
PEverpure, Inc.$29.8B
92
HPQHP, Inc.$27.5B
98
Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ANET appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

News

Latest ANET news & analysis

Adobe vs. Arista Networks: Which Technology Stock Is a Better Buy in 2026?

The Motley Fool · 9 Aug 2026positive

The Motley Fool published a comparison of Adobe and Arista Networks as potential 2026 technology stock investments. The piece notes Adobe's dominance in creative software with integrated generative AI tools and a strong 30% net margin, while describing Arista Networks as a leader in high-speed networking infrastructure benefiting from the rapid expansion of AI-driven data centers.

Why it matters — ANET watchers would care because the article highlights Arista's leading position in high-speed networking and its direct benefit from the growth of AI-driven data centers.

Arista Networks vs. Arm: Comparing Revenue Growth Trajectories for These Artificial Intelligence Companies

The Motley Fool · 9 Aug 2026positive

A Motley Fool analysis compares the revenue growth trajectories of Arista Networks and Arm, finding that Arista has posted positive quarter-over-quarter revenue growth for eight consecutive quarters, while Arm's growth has fluctuated with both sequential increases and declines.

Why it matters — The comparison highlights Arista Networks' consistent and stronger revenue growth trend, which is relevant for investors tracking the company's performance relative to another artificial intelligence-focused firm.

Arista Networks: Strong Quarterly Earnings Keeps The Buy Thesis Intact

Seeking Alpha · 9 Aug 2026positive

Arista Networks continues to deliver robust quarterly earnings, consistently beating expectations by 10-15%. The article notes that the company benefits from hyperscaler capital expenditure spending driving revenue and earnings growth through at least 2027, and it argues the premium valuation is justified by this persistent outperformance.

Why it matters — A Arista Networks watcher would care because this item assesses whether the company's premium valuation is justified by its consistent earnings beat and its position in the hyperscaler capex cycle.

Arista Networks: Despite Clear AI Tailwinds, Gains Will Be More Limited Here (Downgrade)

Seeking Alpha · 9 Aug 2026neutral

Seeking Alpha published a note downgrading Arista Networks, acknowledging strong AI-driven revenue and earnings growth and leadership in AI spine products, but citing margin pressures from memory shortages and concerns about one-time sales as limiting further gains.

Why it matters — ANET watchers would care because the article shifts from a bullish view to a more cautious one, highlighting specific headwinds that could temper the company's momentum despite its strong AI tailwinds.

Why Arista Networks Is A Buy Despite Rising Competition

Seeking Alpha · 8 Aug 2026positive

Arista Networks reported record Q2 revenue, up 37.7% year-over-year, exceeding expectations amid robust demand. The company raised its 2026 revenue growth guidance from 28% to 40% year-over-year, while gross margin dipped 220 basis points due to customer mix but operating margin expanded 110 basis points year-over-year on expense discipline.

Why it matters — Arisa watchers would care because the company's raised 2026 revenue guidance and expanding operating margins signal accelerating momentum even as it faces rising competition.

FAQ

Frequently asked questions about ANET stock

What is the ANET stock price forecast for 2026-2027?

The 30 Wall Street analysts covering Arista Networks, Inc. have a median 12-month price target of $245, with estimates ranging from $185 to $289. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ANET stock a buy right now?

Of the 30 analysts covering Arista Networks, Inc., 30 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arista Networks, Inc. 69 out of 100 across roughly 4,600 US stocks as at 8 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ANET?

As at 8 Aug 2026, Arista Networks, Inc. ranks 69 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).

Will ANET stock go up?

No one can know that. What the data says: the median 12-month target from 30 analysts implies +29.9% from the last close, and Ticker Nerd's factor model ranks Arista Networks, Inc. 69 out of 100 as at 8 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ANET stock forecast for 2030?

No analyst covering Arista Networks, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ANET are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $185 to $289 over the next 12 months.

How has ANET stock performed over the past year?

Arista Networks, Inc. returned +35.5% over the 12 months to 7 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Arista Networks, Inc. do?

Arista Networks, Inc. is a technology company that develops and sells cloud networking solutions for large-scale data centers, enterprise campuses, and carrier environments worldwide.

What is the latest news on ANET?

The most recent item we track (The Motley Fool, 9 Aug 2026): "Adobe vs. Arista Networks: Which Technology Stock Is a Better Buy in 2026?". The Motley Fool published a comparison of Adobe and Arista Networks as potential 2026 technology stock investments. The piece notes Adobe's dominance in creative software with integrated generative AI tools and a strong 30% net margin, while describing Arista Networks as a leader in high-speed networking infrastructure benefiting from the rapid expansion of AI-driven data centers.

Company

About Arista Networks, Inc.

Arista Networks, Inc. is a technology company that develops and sells cloud networking solutions for large-scale data centers, enterprise campuses, and carrier environments worldwide. The company focuses on high-performance Ethernet switching and routing platforms, underpinned by its Extensible Operating System (EOS), a single-image network operating system designed for programmability, automation, and reliability. Arista Networks, Inc. offers a portfolio that spans core data center switches, cognitive adjacency products, and network software and services, including telemetry, analytics, and automation tools that support modern cloud architectures. Its solutions are widely used by cloud service providers, internet companies, financial institutions, media organizations, and telecommunications operators to build scalable, low-latency networks. The company delivers its products and services through channel partners, systems integrators, and direct sales. Founded in 2004 and headquartered in Santa Clara, California, Arista Networks, Inc. plays a significant role in enabling cloud networking and high-speed connectivity across global digital infrastructure.

CEO Ms. Jayshree V. Ullal · 5,115 employees · United States · https://www.arista.com