ANETTechnology · Computer HardwareThe 30 Wall Street analysts covering Arista Networks, Inc. hold a median 12-month price target of $248 — +26.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 28 Aug 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 (24): 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 +26.9% from it.
Of the 20 most recent actions, 15 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Barclays | Maintains | Overweight | $195 → $289 |
| 5 Aug 2026 | B of A Securities | Maintains | Buy | $200 → $240 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $200 → $250 |
| 5 Aug 2026 | Keybanc | Maintains | Overweight | $200 → $250 |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | $190 → $220 |
| 5 Aug 2026 | Needham | Maintains | Buy | $200 → $260 |
| 5 Aug 2026 | Piper Sandler | Reiterates | Overweight | $181 → $240 |
| 5 Aug 2026 | Rosenblatt | Maintains | Buy | $210 → $280 |
| 5 Aug 2026 | TD Cowen | Maintains | Buy | $210 → $250 |
| 5 Aug 2026 | Truist Securities | Maintains | Buy | $175 → $234 |
| 5 Aug 2026 | UBS | Maintains | Buy | $187 → $259 |
| 5 Aug 2026 | Wells Fargo | Maintains | Overweight | $200 → $255 |
| 22 July 2026 | Needham | Maintains | Buy | — |
| 22 July 2026 | Needham | Maintains | Buy | $185 → $200 |
| 16 July 2026 | Wells Fargo | Maintains | Overweight | $185 → $200 |
| 16 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 July 2026 | TD Cowen | Maintains | Buy | $200 → $210 |
| 13 July 2026 | TD Cowen | Maintains | Buy | — |
| 18 June 2026 | Keybanc | Maintains | Overweight | — |
| 12 June 2026 | Morgan Stanley | Maintains | Overweight | — |
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 28 Aug 2026, Arista Networks, Inc. returned +43.4% against +19.9% 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 70% of US stocks
Higher than 77% 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 $246.4B and an enterprise value of $233.1B.
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: 63.6×; forward P/E: 37.9× — 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 →
The Motley Fool published an article examining whether Arista Networks stock is a buy or sell, noting that while the company's sales are growing strongly, strong sales alone do not always justify a purchase.
Why it matters — ANET watchers would care because the piece weighs the company's robust revenue growth against the broader question of whether that performance is enough to support an investment decision.
Zacks Investment Research named Arista Networks (ANET) among four cloud computing stocks positioned to benefit amid intense market volatility, alongside GOOGL, MSFT, and AMZN. The report highlights AI, scalability, and cost efficiency as drivers of growing enterprise adoption of cloud computing.
Why it matters — ANET watchers would care because the report positions Arista as a notable cloud computing play, potentially signaling continued relevance and demand for its networking solutions as enterprise cloud adoption grows.
The article discusses whether investors should consider Arista Networks based on Wall Street's bullish analyst views, while questioning how much influence sell-side analyst recommendations actually have on stock prices. It frames the analyst outlook as broadly bullish for ANET.
Why it matters — ANET watchers would care because the piece examines the validity and potential market impact of bullish analyst recommendations on the stock, which can inform how they weigh such ratings.
The Motley Fool highlighted Arista Networks as one of three no-brainer buys for the second half of 2026, citing the company's benefit from surging demand for AI data center networking. The article notes that Nvidia remains the core supplier of AI compute, with Arista positioned in the networking space.
Why it matters — ANET watchers would care because the article points to growing demand for AI data center networking as a driver of Arista's business, reinforcing its role in the AI infrastructure buildout.
Zacks Investment Research reported that the mean of analysts' price targets for Arista Networks points to a 26.7% upside in the stock. It noted that while this price-target metric has not proven highly effective, strong agreement among analysts in raising earnings estimates indicates upside for the stock.
Why it matters — This signals that analysts are revising Arista Networks' earnings estimates upward, an indicator often watched for potential stock upside.
The 30 Wall Street analysts covering Arista Networks, Inc. have a median 12-month price target of $248, with estimates ranging from $185 to $289. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 64 out of 100 across roughly 4,600 US stocks as at 28 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Aug 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 (99 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +26.9% from the last close, and Ticker Nerd's factor model ranks Arista Networks, Inc. 64 out of 100 as at 28 Aug 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 +43.4% over the 12 months to 28 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Arista Networks, Inc. is a networking technology company that provides data-driven, client-to-cloud networking solutions for large-scale artificial intelligence, data center, campus, and routing environments.
The most recent item we track (The Motley Fool, 28 Aug 2026): "Arista Networks Stock: Buy or Sell?". The Motley Fool published an article examining whether Arista Networks stock is a buy or sell, noting that while the company's sales are growing strongly, strong sales alone do not always justify a purchase.
Arista Networks, Inc. is a networking technology company that provides data-driven, client-to-cloud networking solutions for large-scale artificial intelligence, data center, campus, and routing environments. Its portfolio includes high-speed Ethernet switches, cloud networking software, routing platforms, and network management tools designed to support automation, analytics, availability, and security across complex enterprise and cloud infrastructures. Arista also offers its Extensible Operating System (EOS), a core software platform used to manage and operate modern networks, along with subscription-based software and services for monitoring, support, and network visibility. The company serves customers across internet, cloud, financial services, government, healthcare, media, education, manufacturing, and industrial sectors. Headquartered in Santa Clara, California, Arista Networks is recognized for helping organizations build scalable, high-performance networks that connect data centers, campuses, and cloud environments.
CEO Ms. Jayshree V. Ullal · 5,115 employees · United States · https://www.arista.com
