Arista NetworksANET
ANET
About: Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Employees: 4,412
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
4,925% more repeat investments, than reductions
Existing positions increased: 1,206 | Existing positions reduced: 24
60% more first-time investments, than exits
New positions opened: 249 | Existing positions closed: 156
16% more capital invested
Capital invested by funds: $82.8B [Q3] → $96.3B (+$13.5B) [Q4]
16% more funds holding in top 10
Funds holding in top 10: 56 [Q3] → 65 (+9) [Q4]
2% more funds holding
Funds holding: 1,460 [Q3] → 1,482 (+22) [Q4]
3.22% less ownership
Funds ownership: 69.07% [Q3] → 65.86% (-3.22%) [Q4]
16% less call options, than puts
Call options by funds: $1.58B | Put options by funds: $1.87B
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$85
14%
downside
Avg. target
$122
24%
upside
High target
$145
48%
upside
10 analyst ratings
7 positive
70%
2 neutral
20%
1 negative
10%
UBS David Vogt 42% 1-year accuracy 5 / 12 met price target | 14%upside $112 | Neutral Maintained | 19 Feb 2025 |
Wells Fargo Aaron Rakers 68% 1-year accuracy 23 / 34 met price target | 27%upside $125 | Overweight Maintained | 19 Feb 2025 |
Piper Sandler James Fish 79% 1-year accuracy 19 / 24 met price target | 10%upside $108 | Neutral Reiterated | 19 Feb 2025 |
Rosenblatt Mike Genovese 76% 1-year accuracy 29 / 38 met price target | 14%downside $85 | Sell Maintained | 19 Feb 2025 |
Citigroup Atif Malik 69% 1-year accuracy 35 / 51 met price target | 23%upside $121 | Buy Maintained | 19 Feb 2025 |
Financial journalist opinion
Based on 49 articles about ANET published over the past 30 days
Negative
The Motley Fool
8 hours ago
Arista Network Shares Slump Despite Upbeat Outlook Fueled by AI. Should Investors Buy the Stock on the Dip?
Shares of Arista Networks (ANET -4.93%) slipped despite the cloud computer networking switch maker reporting solid fourth quarter results and increasing its full-year 2025 guidance. The stock is now down more than 5% year to date, as of this writing.
Positive
Zacks Investment Research
1 day ago
Wall Street Analysts Look Bullish on Arista Networks (ANET): Should You Buy?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Positive
The Motley Fool
1 day ago
2 Stock-Split AI Stocks to Buy Before They Soar in 2025, According to Certain Wall Street Analysts (Hint: Not Nvidia or Broadcom)
Nvidia and Broadcom conducted 10-for-1 stock splits in 2024 to make shares more affordable. Their stock prices had appreciated substantially in the preceding years because both companies play a key role in the burgeoning artificial intelligence (AI) economy.
Positive
Seeking Alpha
1 day ago
Arista Networks May See Growth Accelerate In 2027
Arista Networks reported strong FY24 revenue of $7 billion, surpassing guidance, and is projected to grow 17% in FY25, driven by hyperscaler investments. The cadence in transitioning from 100G, 200G, and 400G switches was around 3-5 years, with 800G to 1.6T expected to compress to 2 years, potentially leading to accelerated growth. Management is focusing on reinvesting in the company, expanding its R&D, sales, and G&A, in order to scale the company for its future growth opportunity.
Positive
Seeking Alpha
1 day ago
Arista Networks: Finally A Buy As It Increasingly Becomes A Gen-AI Winner
Arista Networks looks a lot more compelling now, thanks to the robust data center related spending trends, as similarly reiterated by numerous market leaders. This is on top of the growing High Speed Data Center Switching dollar share and 100G/ 200G/ 400G switch port market share, with it likely to drive further growth. We believe that ANET is likely to benefit from the recently announced Stargate Project, thanks to its new partnerships with ORCL, beyond other hyperscalers.
Positive
Zacks Investment Research
2 days ago
3 Communication Stocks Set to Ride on Healthy Fiber & Cloud Traction
Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, GLW and AUDC are well-positioned to make the most of the demand for seamless connectivity solutions.
Positive
24/7 Wall Street
2 days ago
With a $20K bonus to invest—which stock is the right choice, Alphabet or Arista Networks?
Getting a big, fat bonus from your work is a nice feeling. And while it's tempting to treat yourself with a splurge on a family vacation, luxury goods, or some other nice-to-have, given the hard work you've put in all year, putting it aside in a retirement account is the best, albeit most boring move to make with your latest windfall.
Positive
Seeking Alpha
2 days ago
Arista Networks Q4: Growth From Microsoft And Meta CAPEX Spending
I reiterate a “Strong Buy” on Arista Networks Inc, driven by their expansion into Etherlink AI and security network markets, with a target price of $125 per share. Arista's 25.3% revenue growth and 21.9% adjusted operating profit growth are bolstered by Microsoft and Meta's increasing CAPEX spending, significant growth catalysts. Arista's SaaS-based network services and software now represent 17% of total revenue, reducing growth volatility and expanding margins.
Neutral
Benzinga
2 days ago
Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance
Shares of Arista Networks Inc ANET were trading lower on Wednesday, despite the company reporting upbeat fourth-quarter results.
Negative
The Motley Fool
3 days ago
Why Arista Networks Stock Is Sinking Today
Arista Networks (ANET -8.17%) stock is heading lower in Wednesday's trading. The networking technologies company's share price was down 7.3% as of 10:30 a.m.
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