ANETTechnology · Computer HardwareThe 32 Wall Street analysts covering Arista Networks, Inc. hold a median 12-month price target of $248 — +38.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 3 Nov 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 (98): Analysts have, on balance, been raising their forecasts.
Volatility (24): The share price moves around a lot.
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 systematic trader with 15+ 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 +38.9% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | TD Cowen | Maintains | Buy | $250 → $205 |
| 8 Oct 2026 | Citigroup | Maintains | Buy | $215 → $248 |
| 8 Oct 2026 | Citigroup | Maintains | Buy | — |
| 30 Sept 2026 | Bernstein | Initiates | Outperform | — |
| 30 Sept 2026 | Bernstein | Initiates | Outperform | $250 |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | $220 |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | — |
| 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 | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $200 → $250 |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | $190 → $220 |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
| 5 Aug 2026 | Needham | Maintains | Buy | $200 → $260 |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | $181 → $240 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ANET is one of 19 companies in AI networking and servers, the part the free map shows in full.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Arista Networks, Inc. returned +16.2% against +12.9% 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 14% of US stocks
Cheaper than 8% of US stocks
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Higher than 82% of US stocks
Higher than 70% 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 $207.0B and an enterprise value of $193.7B.
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: 51.8×; forward P/E: 31.4× — 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 →
Arista reported a blowout quarter, and the article says the impact on an investor’s portfolio depends on the ETF they own.
Why it matters — ANET watchers may want to consider how the company’s results are reflected in technology and AI ETFs.
Arista Networks beat Q3 earnings and revenue estimates, citing robust AI and enterprise demand. The company raised its 2026 outlook and projected strong growth in 2027.
Why it matters — The results and outlook update highlight AI and enterprise demand as drivers of Arista’s reported performance and expected growth.
On its Q3 earnings call, Arista Networks outlined a 2027 revenue target of $18.5 billion, including $7 billion from AI fabrics. Investors are scrutinizing supplier capacity and deferred revenue signals.
Why it matters — The targets and investor focus provide context on Arista’s stated AI growth plans and execution considerations.
Arista’s CEO set a 2027 revenue target nearly $2 billion above consensus, while the headline says its AI business is expected to double to $7 billion. The excerpt also flags slower growth in another business as a concern.
Why it matters — ANET watchers may weigh the AI growth target against questions raised by slower growth elsewhere in the business.
Jim Cramer described companies supplying drug labs and research instruments as successors to the data-center trade, noting that three stocks in the group are outperforming the NASDAQ-100 this year.
Why it matters — The item discusses a shift in attention from the data-center trade toward life-sciences suppliers, but does not mention Arista Networks directly.
The 32 Wall Street analysts covering Arista Networks, Inc. have a median 12-month price target of $248, with estimates ranging from $190 to $290. 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. 64 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Arista Networks, Inc. ranks 64 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 32 analysts implies +38.9% from the last close, and Ticker Nerd's factor model ranks Arista Networks, Inc. 64 out of 100 as at 3 Nov 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 $290 over the next 12 months.
Arista Networks, Inc. returned +16.2% over the 12 months to 4 Nov 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 (24/7 Wall Street, 4 Nov 2026): "Own an AI or Tech ETF? Arista's Big Quarter Just Paid Off". Arista reported a blowout quarter, and the article says the impact on an investor’s portfolio depends on the ETF they own.
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
