Q4 EPS Estimates for Arista Networks Boosted by Analyst

Key Points

• William Blair analysts have raised their Q4 2025 EPS estimate for Arista Networks from $0.64 to $0.65, maintaining an "Outperform" rating on the stock.
• Arista Networks recently reported earnings of $0.73 per share for the last quarter, exceeding the consensus estimate of $0.65 by $0.08.
• Several analysts increased their price targets for Arista Networks, with estimates ranging from $140 to $185 and a consensus rating of "Moderate Buy."

Arista Networks, Inc. (NYSE:ANET - Free Report) - Stock analysts at William Blair lifted their Q4 2025 earnings per share (EPS) estimates for Arista Networks in a report issued on Friday, September 12th. William Blair analyst S. Naji now forecasts that the technology company will post earnings of $0.65 per share for the quarter, up from their prior estimate of $0.64. William Blair currently has a "Outperform" rating on the stock. The consensus estimate for Arista Networks' current full-year earnings is $2.20 per share. William Blair also issued estimates for Arista Networks' FY2026 earnings at $2.89 EPS.

Arista Networks (NYSE:ANET - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The technology company reported $0.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.65 by $0.08. The business had revenue of $2.20 billion during the quarter, compared to analyst estimates of $2.11 billion. Arista Networks had a net margin of 40.90% and a return on equity of 31.05%. Arista Networks's quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.53 EPS. Arista Networks has set its Q3 2025 guidance at EPS.

Other research analysts have also issued research reports about the stock. JPMorgan Chase & Co. upped their price objective on shares of Arista Networks from $150.00 to $175.00 and gave the company an "overweight" rating in a research report on Friday. Rosenblatt Securities upped their price objective on shares of Arista Networks from $125.00 to $140.00 and gave the company a "neutral" rating in a research report on Friday. Melius Research upped their price objective on shares of Arista Networks from $160.00 to $185.00 and gave the company a "buy" rating in a research report on Friday. UBS Group upped their price objective on shares of Arista Networks from $115.00 to $155.00 and gave the company a "buy" rating in a research report on Wednesday, August 6th. Finally, Piper Sandler upped their target price on shares of Arista Networks from $89.00 to $143.00 and gave the company a "neutral" rating in a research note on Wednesday, August 6th. Sixteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Arista Networks has a consensus rating of "Moderate Buy" and an average price target of $157.56.

Arista Networks Price Performance

Arista Networks stock opened at $139.35 on Monday. The firm has a market cap of $175.14 billion, a price-to-earnings ratio of 54.81, a P/E/G ratio of 3.28 and a beta of 1.49. Arista Networks has a fifty-two week low of $59.43 and a fifty-two week high of $156.32. The firm has a fifty day moving average price of $126.85 and a two-hundred day moving average price of $100.27.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 1,247,688 shares of the stock in a transaction that occurred on Wednesday, September 10th. The shares were sold at an average price of $148.53, for a total transaction of $185,319,098.64. Following the sale, the chief executive officer directly owned 5,383,207 shares of the company's stock, valued at $799,567,735.71. This represents a 18.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Kenneth Duda sold 30,000 shares of the stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $136.51, for a total transaction of $4,095,300.00. Following the sale, the senior vice president directly owned 12,976 shares in the company, valued at $1,771,353.76. This trade represents a 69.81% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 7,582,614 shares of company stock valued at $980,712,097. 3.54% of the stock is currently owned by insiders.

Institutional Trading of Arista Networks

Several hedge funds have recently modified their holdings of the stock. Stablepoint Partners LLC grew its stake in shares of Arista Networks by 0.8% during the second quarter. Stablepoint Partners LLC now owns 9,406 shares of the technology company's stock valued at $962,000 after purchasing an additional 77 shares during the last quarter. Glenview Trust co grew its holdings in Arista Networks by 2.5% during the 2nd quarter. Glenview Trust co now owns 3,502 shares of the technology company's stock worth $358,000 after acquiring an additional 84 shares during the period. Telos Capital Management Inc. grew its holdings in Arista Networks by 1.0% during the 2nd quarter. Telos Capital Management Inc. now owns 9,260 shares of the technology company's stock worth $947,000 after acquiring an additional 88 shares during the period. Wealthcare Advisory Partners LLC grew its holdings in Arista Networks by 1.6% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 6,038 shares of the technology company's stock worth $618,000 after acquiring an additional 95 shares during the period. Finally, Putney Financial Group LLC grew its holdings in Arista Networks by 0.7% during the 2nd quarter. Putney Financial Group LLC now owns 14,139 shares of the technology company's stock worth $1,447,000 after acquiring an additional 95 shares during the period. 82.47% of the stock is owned by institutional investors.

About Arista Networks

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.

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