ANETTechnology · Computer HardwareThe 31 Wall Street analysts covering Arista Networks, Inc. hold a median 12-month price target of $247 — +20.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 21 Sept 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.
Volatility (27): 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 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 +20.0% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | $220 |
| 6 Aug 2026 | Barclays | Maintains | Overweight | — |
| 6 Aug 2026 | Barclays | Maintains | Overweight | $195 → $289 |
| 5 Aug 2026 | B of A Securities | Maintains | Buy | $200 → $240 |
| 5 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $200 → $250 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | $190 → $220 |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
| 5 Aug 2026 | Needham | Maintains | Buy | $200 → $260 |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | $181 → $240 |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | — |
| 5 Aug 2026 | Rosenblatt | Maintains | Buy | $210 → $280 |
| 5 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 5 Aug 2026 | TD Cowen | Maintains | Buy | $210 → $250 |
| 5 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 5 Aug 2026 | Truist Securities | 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 21 Sept 2026, Arista Networks, Inc. returned +37.3% against +17.8% for the S&P 500, dividends included.
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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 11% of US stocks
Cheaper than 8% of US stocks
Cheaper than 6% of US stocks
Cheaper than 5% 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
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 $251.5B and an enterprise value of $238.1B.
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: 63.3×; forward P/E: 38.6× — the forward figure prices analyst consensus estimates, not reported 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 Networks (ANET) closed at $205 in the most recent trading session, reflecting a +2.81% change from the previous trading day, according to the report.
Why it matters — The share price gain indicates that Arista Networks outperformed the broader market in the latest session, which is relevant for investors tracking the stock's recent movement.
Zacks highlighted Vertiv and Arista as AI data-center stocks offering exposure beyond GPUs, covering power, cooling and networking as hyperscalers expand capacity.
Why it matters — Arista is featured as a beneficiary of AI-driven data-center growth through its networking role as hyperscalers scale capacity.
CNBC's "Halftime Report Final Trades" segment included discussion of Broadcom, Cisco, Arista Networks, and a financial stock. NewEdge Wealth CEO Rob Sechan picked Broadcom Inc. as his final trade.
Why it matters — Arista Networks was named as one of the stocks discussed in the segment, though the featured final trade recommendation went to Broadcom.
MarketBeat reported that Wall Street analysts have assigned Buy ratings with meaningful upside to their consensus price targets for three stocks, noting that such price targets suggest double-digit upside potential though they are not guaranteed outcomes.
Why it matters — The story highlights analysts' favorable outlooks on select stocks, and if Arista Networks is among those cited, it may reflect positive sentiment from Wall Street watchers.
Zacks Equity Research highlighted Arista Networks, Inc. as its Bull of the Day, while naming Yum! Brands as its Bear of the Day. The announcement was made on September 16, 2026.
Why it matters — ANET watchers would note the positive recognition from an equity-research firm that could draw attention to the stock.
The 31 Wall Street analysts covering Arista Networks, Inc. have a median 12-month price target of $247, with estimates ranging from $185 to $289. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 31 analysts covering Arista Networks, Inc., 31 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arista Networks, Inc. 67 out of 100 across roughly 4,600 US stocks as at 21 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 21 Sept 2026, Arista Networks, Inc. ranks 67 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 31 analysts implies +20.0% from the last close, and Ticker Nerd's factor model ranks Arista Networks, Inc. 67 out of 100 as at 21 Sept 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: $185 to $289 over the next 12 months.
Arista Networks, Inc. returned +37.3% over the 12 months to 21 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Arista Networks Inc. is a technology company that designs and sells data-driven networking solutions for large-scale data center, cloud, campus, AI, and routing environments.
The most recent item we track (Zacks Investment Research, 21 Sept 2026): "Arista Networks (ANET) Surpasses Market Returns: Some Facts Worth Knowing". Arista Networks (ANET) closed at $205 in the most recent trading session, reflecting a +2.81% change from the previous trading day, according to the report.
Arista Networks Inc. is a technology company that designs and sells data-driven networking solutions for large-scale data center, cloud, campus, AI, and routing environments. The company’s portfolio includes high-speed Ethernet switches, network operating software, cloud management tools, and related support services built to help organizations manage complex, high-performance networks. Arista serves customers across internet services, cloud computing, financial services, government, healthcare, education, manufacturing, and other enterprise sectors. Its products are used to support scalable network architectures where automation, visibility, security, and reliability are important operational needs. Arista Networks Inc. is recognized in the computer networking market for combining hardware and software in platforms that connect modern enterprise and cloud infrastructure.
CEO Ms. Jayshree V. Ullal · 5,115 employees · United States · https://www.arista.com
