Arista Networks (ANET) Stock Forecast & Price Target

$199.70 +0.17 (+0.08%)

Closing price 09/18/2026 03:59 PM Eastern

Extended Trading

$200.08 +0.39 (+0.19%)

As of 09/18/2026 07:59 PM Eastern

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Arista Networks - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Buy

Based on 23 Analyst Ratings

Sell
0

Hold
0

Buy
23

Based on 23 Wall Street analysts who have issued ratings for Arista Networks in the last 12 months, the stock has a consensus rating of "Buy." Out of the 23 analysts, 21 have given a buy rating, and 2 have given a strong buy rating for ANET.

Consensus Price Target

$227.80
14.07% Upside

According to the 23 analysts' twelve-month price targets for Arista Networks, the average price target is $227.80. The highest price target for ANET is $289.00, while the lowest price target for ANET is $164.00. The average price target represents a forecasted upside of 14.07% from the current price of $199.70.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

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ANET Analyst Ratings Over Time

Type	Current Forecast 9/20/25 to 9/20/26	1 Month Ago 8/21/25 to 8/21/26	3 Months Ago 6/22/25 to 6/22/26	1 Year Ago 9/20/24 to 9/20/25
Strong Buy	2 Strong Buy rating(s)	2 Strong Buy rating(s)	2 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	21 Buy rating(s)	22 Buy rating(s)	21 Buy rating(s)	16 Buy rating(s)
Hold	0 Hold rating(s)	1 Hold rating(s)	2 Hold rating(s)	4 Hold rating(s)
Sell	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)
Consensus Price Target	$227.80	$226.05	$187.63	$157.88
Forecasted Upside	14.07% Upside	19.51% Upside	7.43% Upside	5.59% Upside
Consensus Rating	Buy	Buy	Buy	Moderate Buy

ANET Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

ANET Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

Arista Networks Stock vs. The Competition

Type	Arista Networks	Technology Companies	Broader Market
Consensus Rating Score	3.09	2.23	2.53
Consensus Rating	Buy	Hold	Moderate Buy
Predicted Upside	14.07% Upside	722.31% Upside	18.44% Upside
News Sentiment Rating	Neutral News See Recent ANET News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
9/18/2026	Weiss Ratings 5 of 5 stars		Upgrade	Hold (C+) ➝ Buy (B-)
9/10/2026	Evercore 3 of 5 stars		Reiterated Rating	Outperform
8/31/2026	Deutsche Bank Aktiengesellschaft 2 of 5 stars	Gianmarco Conti Not Rated	Initiated Coverage	Buy	$220.00	+12.39%
8/10/2026	Zacks Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold ➝ Strong-Buy
8/6/2026	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Atif Malik Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy
8/5/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Buy	$225.00	+14.28%
8/5/2026	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	David Vogt Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$187.00 ➝ $259.00	+31.55%
8/5/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Meta Marshall Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Overweight	$190.00 ➝ $220.00	+10.83%
8/5/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Aaron Rakers Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Overweight	$200.00 ➝ $255.00	+33.36%
8/5/2026	KeyCorp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Brandon Nispel Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Overweight	$200.00 ➝ $250.00	+30.74%
Get the Latest News and Ratings for ANET and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Arista Networks and its competitors with MarketBeat's FREE daily newsletter.
8/5/2026	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Tim Long Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Overweight	$195.00 ➝ $289.00	+51.14%
8/5/2026	Needham & Company LLC Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ryan Koontz Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$200.00 ➝ $260.00	+35.97%
8/5/2026	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Tal Liani Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$200.00 ➝ $240.00	+25.52%
8/5/2026	Jefferies Financial Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$250.00	+30.74%
8/5/2026	TD Cowen Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Sean O'Loughlin Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$210.00 ➝ $250.00	+26.15%
8/5/2026	Truist Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Matthew Niknam Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$175.00 ➝ $234.00	+16.58%
8/5/2026	Piper Sandler Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	James Fish Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Overweight	$181.00 ➝ $240.00	+22.29%
8/5/2026	Rosenblatt Securities Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Mike Genovese Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$210.00 ➝ $280.00	+46.43%
7/15/2026	Erste Group Bank Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold ➝ Buy
6/10/2026	Wolfe Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Outperform	$175.00	+15.09%
5/15/2026	Raymond James Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Market Perform ➝ Outperform	$164.00	+10.99%
4/16/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Samik Chatterjee Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$190.00 ➝ $200.00	+25.17%
4/1/2026	Susquehanna Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Strong-Buy
9/25/2025	BNP Paribas Exane Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold ➝ Outperform
9/12/2025	Melius Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ben Reitzes Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$160.00 ➝ $185.00	+29.64%
9/12/2025	William Blair Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Outperform
5/28/2025	Wedbush Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Initiated Coverage	Outperform
5/28/2025	Rothschild & Co Redburn Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Mike Harrison Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Buy	$112.00	+21.08%
5/7/2025	KGI Securities Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	J. Chiang Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Neutral

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Sunday at 12:15 PM ET.

Should I Buy Arista Networks Stock? ANET Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Thursday, September 17, 2026. Please send any questions or comments about these Arista Networks pros and cons to contact@marketbeat.com.

Arista Networks
Bull Case

Here are some ways that investors could benefit from investing in Arista Networks, Inc.:

Arista Networks, Inc. recently reported strong financial performance for the quarter ended August 4, 2026, with revenue of $3.04 billion, which exceeded the consensus estimate of $2.83 billion and represented a 37.7% year-over-year increase. This significant revenue growth, coupled with earnings per share of $1.02 beating the consensus of $0.89, demonstrates the company's ability to drive substantial top-line expansion and profitability, which is a key driver for stock price appreciation.
The company has received a consensus rating of "Buy" from Wall Street analysts, with a consensus price target of $227.80 as of September 2026. This target price implies a potential upside of approximately 14% from the current stock price of $199.69, suggesting that analysts believe the current valuation does not fully reflect the company's future growth potential and operational strength.
Arista Networks, Inc. has provided optimistic guidance for the third quarter of 2026, projecting earnings per share between $1.06 and $1.08, which is significantly higher than the consensus estimate of $0.89. This guidance, along with revenue guidance of $3.3 billion, indicates that management expects continued strong momentum and demand for its networking solutions, providing a clear path for future earnings growth.
The stock has demonstrated strong relative performance, rising 40.6% between mid-March and mid-September 2026, significantly outperforming the S&P 500's 15.5% gain over the same period. This outperformance highlights investor confidence in Arista Networks, Inc. as a leading provider of AI infrastructure and data center networking solutions, which are critical components of the current technology boom.
Institutional investors and hedge funds own 82.47% of the company's stock, indicating a high level of professional investor confidence in the business model and long-term prospects. This significant institutional ownership often correlates with stable demand and rigorous corporate governance, which can be attractive to investors seeking a well-supported and widely followed equity.

Arista Networks
Bear Case

Investors should be bearish about investing in Arista Networks, Inc. for these reasons:

The current stock price of $199.69 reflects a price-to-earnings ratio of 62.99, which is significantly higher than the broader market average. This high valuation means that the stock price is priced for perfection, and any disappointment in future earnings or guidance could lead to a substantial decline in the share price, as investors may reassess the company's growth premium.
There has been significant insider selling activity, with CEO Jayshree Ullal and major shareholder Andreas Bechtolsheim selling large blocks of shares in August 2026. For example, Ullal sold 767,029 shares on August 5, 2026, and Bechtolsheim sold 300,000 shares on the same date. While these sales were executed under pre-arranged trading plans, the volume of insider selling can be a bearish signal, suggesting that insiders may be taking advantage of the current high stock price to reduce their exposure.
The company's beta of 1.62 indicates that Arista Networks, Inc. is more volatile than the overall market. This means that the stock is likely to experience larger price swings in both directions compared to the S&P 500, which can be risky for investors with a lower tolerance for volatility or those seeking stable, defensive investments.
Arista Networks, Inc. does not pay a dividend, as indicated by a dividend yield of 0.00%. This means that investors are relying entirely on capital appreciation for returns, which can be less attractive to income-focused investors or those seeking a steady cash flow from their investments, especially in a market environment where dividend yields are a key consideration.
The company faces intense competition in the data center and AI networking space, with rivals like Cisco Systems also releasing critical security advisories and competing for the same large cloud and AI customers. This competitive pressure could lead to pricing pressures, margin compression, or loss of market share, which would negatively impact Arista Networks, Inc.'s financial performance and stock price.

ANET Forecast - Frequently Asked Questions

According to the research reports of 23 Wall Street equities research analysts, the average twelve-month stock price forecast for Arista Networks is $227.80, with a high forecast of $289.00 and a low forecast of $164.00.

23 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Arista Networks in the last year. There are currently 21 buy ratings and 2 strong buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "buy" ANET shares.

According to analysts, Arista Networks's stock has a predicted upside of 14.07% based on their 12-month stock forecasts.

Over the previous 90 days, Arista Networks's stock had 4 upgrades and 2 downgrades by analysts.

Arista Networks has been rated by research analysts at Bank of America, Barclays, Citigroup, Deutsche Bank Aktiengesellschaft, Erste Group Bank, Evercore, Jefferies Financial Group, KeyCorp, Morgan Stanley, Needham & Company LLC, Piper Sandler, Rosenblatt Securities, TD Cowen, The Goldman Sachs Group, Truist Financial, UBS Group, Weiss Ratings, Wells Fargo & Company, and Zacks Research in the past 90 days.

Analysts like Arista Networks more than other "technology" companies. The consensus rating for Arista Networks is Buy while the average consensus rating for "technology" companies is Hold. Learn more on how ANET compares to other companies.

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MarketBeat monitors more than a dozen sources for Arista Networks analyst ratings, with the most recent rating issued on 9/18/2026.

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Arista Networks (ANET) Stock Forecast & Price Target