As of September 26, 2026, Arista Networks Inc. (ANET) trades at $206.55. CleaRank Financial AI rates it Buy with a fair value of $246.50, 19.3% above the current price. Wall Street's consensus target is $246.50 across 31 analysts. RSI at 62 is in neutral territory, and the price is above its 50-day average of $190.23.
Arista Networks Inc. (ANET)
Arista Networks Inc. NYSE
ANET Price Analysis
Market Metrics
Peer Benchmarking
Valuation vs Sector (Technology)
Performance vs XLK
Sector Position Analysis
ANET Financial Performance
Revenue vs. Earnings
Annual
Quarterly
Earnings Reality Check
ANET Analysis
- Monitor insider selling activity closely, as significant dispositions could signal a shift in management's confidence, despite strong company fundamentals.
- The stock is trading above its 50-day and 200-day moving averages ($190.23 and $157.04) with bullish RSI momentum, suggesting a favorable short-to-medium term technical outlook.
- Given the premium valuation, consider position sizing carefully and be prepared for potential volatility if growth expectations are not met.
Arista Networks Inc. (ANET) exceeded Q2 2026 EPS estimates by 14.61%, leading to a positive stock price reaction and reinforcing investor confidence in its growth trajectory.
Source: Company Earnings Report31 analysts cover ANET, with a consensus 'Buy' rating and a median price target of $246.50, indicating an expected 19.3% upside, signaling strong Wall Street conviction.
Source: Wall Street AnalystsAnalysts forecast strong revenue growth of +44.00% for the current quarter and +28.00% for the next year, driven by demand in cloud networking.
Source: Wall Street EstimatesInsiders have sold approximately $2.2 billion worth of stock, with notable dispositions from Andreas V. Bechtolsheim, raising concerns about management's near-term outlook despite strong company performance.
Source: Insider TransactionsThe company's P/E ratio of 65.57 and P/S ratio of 24.71 are considerably higher than sector averages, presenting a risk if growth falters or market sentiment shifts.
Source: Financial DataKey Statistics
| Market Cap | 260.51B |
|---|---|
| P/E Ratio | 65.57 |
| EPS (TTM) | 3.15 |
| Dividend Yield | 0.00% |
| 52 Week High | 214.89 |
| 52 Week Low | 114.52 |
Earnings & Growth Analysis
Key Risks
Technical Indicators
| RSI (14) | 62.17 |
|---|---|
| MACD | 4.21 |
| SMA 50 | 190.23 |
| SMA 200 | 157.04 |
Market Correlations
How this stock moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
How does any other asset move with ANET? One year of daily closes, Pearson correlation.
ANET Trade Plans
Specific entry, exit, and risk management levels
Long entry pick an entry style
Risk Management
Profit Targets (Based on Conservative Entry)
Growth of $10,000
A $10,000 investment in ANET in September 2016 would be worth about $388,389 today, compared with about $36,004 for the same investment in the S&P 500 benchmark.
Compare with Another Ticker
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in ANET today could grow to about $52,624 by 2036 in the base case, with a bull case near $336,446 and a bear case around $8,231. Projections are statistical simulations, not guarantees.
ANET Stock Price Prediction: 2030
CleaRank's simulation projects a price near $401 for ANET by 2030 in the base case, from $207 today (1.9x over 4 years). The downside path ends near $124. These are outcomes of a Monte Carlo simulation run on ANET's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | Downside (10th pct) | Base case | Upside (90th pct) |
|---|---|---|---|
| 2027 | $136 | $244 | $438 |
| 2028 | $126 | $288 | $660 |
| 2029 | $123 | $340 | $939 |
| 2030 | $124 | $401 | $1,297 |
| 2031 | $128 | $474 | $1,759 |
| 2032 | $133 | $559 | $2,354 |
| 2033 | $140 | $660 | $3,119 |
| 2034 | $148 | $780 | $4,099 |
| 2035 | $158 | $921 | $5,351 |
| 2036 | $170 | $1,087 | $6,949 |
Method: 10,000 simulated price paths using ANET's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. ANET is highly volatile, so its upside column reaches an extreme multiple; treat it as a statistical tail, not an expectation. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.
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ANET Insider Trading Analysis
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2025 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 1.8M | $243.2M |
| Sep 10, 2025 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 1.2M | $185.3M |
| Aug 5, 2026 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 767.0K | $154.3M |
| Aug 12, 2026 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 573.5K | $119.4M |
| Jul 31, 2025 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 880.2K | $109.8M |
| Nov 17, 2021 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 50.0K | $105.6M |
| Jun 30, 2025 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 841.9K | $86.2M |
| Aug 6, 2026 | BECHTOLSHEIM ANDREAS V
Beneficial Owner of more than 10% of a Class of Security
|
Sell | 411.8K | $79.4M |
| Apr 22, 2026 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 428.0K | $75.9M |
| Jul 29, 2025 | ULLAL JAYSHREE
Chief Executive Officer
|
Sell | 588.0K | $70.1M |