ANETTechnology · Computer HardwareThe 32 Wall Street analysts covering Arista Networks, Inc. hold a median 12-month price target of $248 — +14.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 10 Oct 2026 — in the upper half.
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.
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): Analysts have, on balance, been raising their forecasts.
Value (28): 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.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ANET, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.4% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Citigroup | Maintains | Buy | $215 → $248 |
| 30 Sept 2026 | Bernstein | Initiates | Outperform | — |
| 30 Sept 2026 | Bernstein | Initiates | Outperform | $250 |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | — |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | $220 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | $195 → $289 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | — |
| 5 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 5 Aug 2026 | B of A Securities | Maintains | Buy | $200 → $240 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $200 → $250 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | $190 → $220 |
| 5 Aug 2026 | Needham | Maintains | Buy | $200 → $260 |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | — |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | $181 → $240 |
| 5 Aug 2026 | Rosenblatt | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Oct 2026, Arista Networks, Inc. returned +37.0% against +17.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 10% of US stocks
Cheaper than 8% of US stocks
Cheaper than 5% of US stocks
Cheaper than 4% of US stocks
Higher than 82% of US stocks
Higher than 69% of US stocks
Higher than 76% of US stocks
Higher than 94% of US stocks
Higher than 94% of US stocks
Higher than 88% of US stocks
Higher than 96% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Arista Networks, Inc. has a market value of $273.4B and an enterprise value of $258.9B.
Revenue in the twelve months to 30 June 2026: $10.5B. The latest quarter grew 37.7% year on year.
Net income over the same four quarters: $4.0B, a 38.4% net margin.
Diluted earnings per share, trailing twelve months: $3.17.
Free cash flow in the twelve months to 30 June 2026: $5.2B.
Arista Networks, Inc. spent $620.1M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 68.4×; forward P/E: 41.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Arista Networks, Inc. employs 5,115 people — $2.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Arista Networks, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Investors Business Daily describes Arista Networks stock as being in a bullish trend and says options traders may be able to pursue a quick return through a spread trade.
Why it matters — ANET watchers may note the article’s positive characterization of the stock’s trend and its focus on options trading.
Arista Networks recently reached an all-time high of about $217, after a year-to-date climb of around 61%.
Why it matters — The milestone and gain may interest ANET watchers assessing the company’s position in AI infrastructure networking.
Arista Networks’ stock has risen 64.7% year to date, with AI networking growth and an expanding Ethernet opportunity cited as drivers. Customer concentration and margin pressure are noted as risks.
Why it matters — ANET watchers may weigh the growth drivers against customer concentration and margin concerns when assessing the company’s outlook.
Arista launched an open Ethernet rack-scale portfolio for dense AI infrastructure, with flexible scale-up and scale-out solutions.
Why it matters — The launch expands Arista’s offerings for AI infrastructure, an area relevant to ANET watchers.
Arista Networks closed the most recent trading day at $211.51, down 1.79% from the previous trading session. The headline says the stock fell more than the broader market.
Why it matters — ANET watchers may note the reported daily decline and the headline’s comparison with the market.
The 32 Wall Street analysts covering Arista Networks, Inc. have a median 12-month price target of $248, with estimates ranging from $190 to $289. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 32 analysts covering Arista Networks, Inc., 31 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arista Networks, Inc. 68 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Oct 2026, Arista Networks, Inc. ranks 68 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).
No one can know that. What the data says: the median 12-month target from 32 analysts implies +14.4% from the last close, and Ticker Nerd's factor model ranks Arista Networks, Inc. 68 out of 100 as at 10 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $190 to $289 over the next 12 months.
Arista Networks, Inc. returned +37.0% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Arista Networks Inc. is a networking technology company that provides data-driven cloud networking solutions for large data center, AI, campus, and routing environments.
The most recent item we track (Investors Business Daily, 9 Oct 2026): "Arista Networks Stock In A Bull Trend Offers Spread Trade With A Fast Return". Investors Business Daily describes Arista Networks stock as being in a bullish trend and says options traders may be able to pursue a quick return through a spread trade.
Arista Networks Inc. is a networking technology company that provides data-driven cloud networking solutions for large data center, AI, campus, and routing environments. Its product portfolio centers on high-speed Ethernet switches, routing platforms, and the Extensible Operating System, alongside software and services for network automation, analytics, monitoring, and security. Arista also offers cloud networking tools such as CloudVision and related support services that help customers manage and operate complex network infrastructure. The company serves cloud providers, internet companies, financial institutions, government agencies, and other enterprise customers across global markets. Headquartered in Santa Clara, California, Arista Networks plays a significant role in modern digital infrastructure by supporting scalable, high-performance, and low-latency networking for data-intensive workloads.
CEO Ms. Jayshree V. Ullal · 5,115 employees · United States · https://www.arista.com
