Arista Networks
ANET
Market cap $98.7B

78.29 USD

+0.81

1.05%

Updated Apr 1, 3:44 PM EDT

1 day

1.05%

5 days

-8.69%

1 month

-8.98%

3 months

-29.97%

6 months

-17.99%

Year to date

-29.97%

1 year

4.47%

5 years

549.71%

10 years

1,699.77%

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

Information Technology Computer Communications Equipment

0

Funds holding %

of 7,398 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

5,545% more repeat investments, than reductions

Existing positions increased: 1,242 | Existing positions reduced: 22

73% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 161

20% more funds holding in top 10

Funds holding in top 10: 56 [Q3] → 67 (+11) [Q4]

17% more capital invested

Capital invested by funds: $82.8B [Q3] → $97B (+$14.2B) [Q4]

6% more funds holding

Funds holding: 1,460 [Q3] → 1,546 (+86) [Q4]

2.7% less ownership

Funds ownership: 69.1% [Q3] → 66.4% (-2.7%) [Q4]

16% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $1.87B

See Fund Rankings

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$85

9%

upside

Avg. target

$122

56%

upside

High target

$145

85%

upside

9 analyst ratings

7 positive

78%

1 neutral

11%

1 negative

11%

UBS David Vogt 33% 1-year accuracy 5 / 15 met price target	47%upside $115	Buy Upgraded	5 Mar 2025
Wells Fargo Aaron Rakers 29% 1-year accuracy 10 / 34 met price target	60%upside $125	Overweight Maintained	19 Feb 2025
Piper Sandler James Fish 31% 1-year accuracy 8 / 26 met price target	38%upside $108	Neutral Reiterated	19 Feb 2025
Rosenblatt Mike Genovese 46% 1-year accuracy 19 / 41 met price target	9%upside $85	Sell Maintained	19 Feb 2025
Citigroup Atif Malik 24% 1-year accuracy 12 / 50 met price target	55%upside $121	Buy Maintained	19 Feb 2025

See Analyst Rankings

Financial journalist opinion

Based on 31 articles about ANET published over the past 30 days

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Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors

In the latest trading session, Arista Networks (ANET) closed at $77.48, marking a -0.59% move from the previous day.

Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors

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Arista Networks: A Dominant AI Market Force On Sale

Arista Networks remains a market leader in AI connectivity and networking solutions, despite temporary setbacks from trade tensions and tariff uncertainties. The Ethernet switching market for data centers is projected to grow in double digits, with Arista Networks continuing to outpace market growth. Arista's valuation is attractive at 24x forward EBITDA, presenting a compelling buying opportunity given its 25% EBITDA growth and market leadership.

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Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom

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Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom

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Zacks Investment Research

Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors

In the latest trading session, Arista Networks (ANET) closed at $86.94, marking a -0.65% move from the previous day.

Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors

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