TLDR
- ANET rose 1.5% on Friday, trading at $187.46, well above its 50-day ($159.41) and 200-day ($145.45) moving averages
- Consensus analyst rating is “Buy” with an average price target of $187.63
- Q1 2026 earnings beat estimates: EPS of $0.87 vs $0.81 expected, revenue of $2.71B vs $2.62B, up 35.1% year-over-year
- GF Score of 97/100 with perfect 10/10 rankings for financial strength, profitability, growth, and momentum
- Insider selling has picked up — CEO Jayshree Ullal sold $75.9M worth of stock in April; major shareholder Andreas Bechtolsheim sold $43M in June
Arista Networks (ANET) stock gained 1.5% on Friday, touching an intraday high of $187.62 before settling at $187.46. Volume came in at 5.5 million, roughly 37% below the daily average of 8.77 million.
The stock is trading well above both its 50-day moving average of $159.41 and its 200-day moving average of $145.45. That puts ANET up around 24% over the past three months.
The company posted strong Q1 2026 results in May. EPS came in at $0.87, beating the consensus of $0.81 by $0.06. Revenue hit $2.71 billion, topping estimates of $2.62 billion and up 35.1% from the same period last year.
Net margin stands at 38.32% and return on equity is 30.10%. For Q2 2026, Arista has guided for EPS of $0.88. Analysts on average expect full-year EPS of $3.27.
ANET carries a P/E ratio of 64.20 and a market cap of $236 billion. The stock has a beta of 1.60, meaning it tends to move more than the broader market.
Analyst Outlook
Wall Street has mostly stayed positive on ANET. Of 25 analysts covering the stock, 21 rate it a Buy, two rate it Strong Buy, and two rate it Hold.
The average price target sits at $187.63 — roughly in line with where the stock is trading.
Recent moves include Deutsche Bank upgrading to Buy in June and JPMorgan raising its target from $190 to $200 with an Overweight rating in April. Rosenblatt lifted its target from $180 to $210, also in May. Citigroup trimmed its target slightly from $176 to $173 but kept a Buy rating.
GuruFocus assigns ANET a GF Score of 97 out of 100, with perfect 10/10 scores for financial strength, profitability, growth, and momentum. The company carries zero long-term debt, an Altman Z-Score of 19.23, and an operating margin of 42.79%.
Revenue has grown at a 3-year rate of 26.8%, outperforming 93% of hardware companies. EBITDA has grown at a 3-year rate of 34.9% and a 5-year rate of 41.4%.
Insider Selling
Not everything is pointing up. Insiders have been active sellers. CEO Jayshree Ullal offloaded 428,000 units of stock on April 22 at an average of $177.44, pulling in $75.9 million. She still owns 5.2 million units worth roughly $924 million.
Major shareholder Andreas Bechtolsheim sold 260,000 units in June at $165.57, totalling $43 million. Both sales were executed under pre-arranged Rule 10b5-1 plans.
In total, insiders sold over 3.1 million units worth $513 million in the last quarter. Insiders currently own 2.70% of the company, with institutions holding 82.47%.
Institutional investors have continued to add to positions, with firms like Tema ETFs, Canvas Wealth Advisors, and Fiduciary Financial Group all increasing their stakes in Q2 2026.
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