Is ANET Overvalued? DCF Says Worth $99
On October 26, 2026, we conducted a DCF analysis for Arista Networks Inc (ANET), a company that has seen a year-to-date increase of 31.6% despite recent price d
ANET - Arista Networks, Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$226.64
DETAILS
HIGH:
$289.00
LOW:
$164.00
MEDIAN:
$237.50
CONSENSUS:
$226.64
UPSIDE:
27.87%
Stock News
Is Money for AI Data Centers Drying Up? Here's Who Could Come Out on Top.
Elon Musk says debt markets have nearly shut off funding for AI data centers and predicts a wave of half-built facilities with nowhere to go.
The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia's InfiniBand Monopoly
Arista Networks keeps stealing AI infrastructure deals away from Nvidia's proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
Arista Networks, Inc. $ANET Position Increased by Andrew Hill Investment Advisors Inc.
Andrew Hill Investment Advisors Inc. boosted its stake in shares of Arista Networks, Inc. (NYSE: ANET) by 110.1% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,350 shares of the technology company's stock after purchasing an additional 14,334 shares during the period. Arista Networks
Cloud Stock Pullback Presents Options Opportunity
Shares of cloud hardware concern Arista Networks (ANET) have experienced a sharp pullback to their April/May highs. The drawdown is revisiting a July 31 peak that followed an AI-related selloff reportedly driven by a fund blowup. Rumors of another AI fund blowup have surfaced amid the past two days of volatile price action.
Arista Networks vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?
Arista Networks provides high-performance networking solutions for the world's largest cloud and AI data centers. Salesforce remains the global leader in cloud-based customer relationship management while pivoting toward autonomous AI agents.
Adobe vs. Arista Networks: Which Tech Stock Is a Better Buy in 2026?
Adobe continues to dominate the creative software market while integrating generative AI across its platform. Arista Networks provides the high-speed networking infrastructure essential for modern AI data centers.
Agentic AI Stocks to Own This Year and Beyond
The market has been hit with institutional selling, leading to oversold territory. It may not feel like it, but these are great buying opportunities.
4 Cloud Computing Stocks to Bet on for Solid Long-Term Gains
Alphabet, Microsoft, Arista and Ciena are poised to benefit from booming cloud computing demand, fueled by AI adoption and expanding infrastructure.
Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Arista Networks vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?
Arista Networks maintains industry-leading net margins while powering major artificial intelligence (AI) and cloud infrastructures. CrowdStrike continues to scale its cloud-native Falcon platform despite ongoing challenges from a major system incident in mid-2024.
Arista Networks (ANET) Rises Higher Than Market: Key Facts
The latest trading day saw Arista Networks (ANET) settling at $184.33, representing a +1.73% change from its previous close.
Arista Networks vs. Datadog: Which Technology Stock Is a Better Buy in 2026?
Arista Networks dominates the high-speed switching market, benefiting from the massive infrastructure needs of artificial intelligence and cloud titans. Datadog provides an essential observability platform that integrates security and performance monitoring for complex, cloud-native applications.
Arista Networks Vs. Cisco Systems: Modern AI Data Center Networking vs.
Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard.
Arista Networks vs. Axon Enterprise: Which Tech Stock Is a Better Buy in 2026?
Arista Networks provides the high-bandwidth networking infrastructure necessary for modern artificial intelligence (AI) applications. Axon Enterprise maintains a dominant position in public safety through its integrated ecosystem of hardware and cloud software.
Arista Networks, Inc. $ANET Stock Sold by Counterpoint Mutual Funds LLC
Counterpoint Mutual Funds LLC cut its holdings in shares of Arista Networks, Inc. (NYSE: ANET) by 68.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,420 shares of the technology company's stock after selling 3,078 shares during the period. Counterpoint Mutual
Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves
Networking hardware is leading a broad technology rebound, and suppliers of optical links and Ethernet switches for AI data centers are drawing the biggest buying.
Arista Networks Is Heading for a Big Test on Nov. 3. Here's What Could Send the Stock Soaring.
Arista makes Ethernet switches that help eliminate networking bottlenecks in data centers. The company posted a great second-quarter earnings report and is expected to do the same for Q3.
Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Arista Networks' Share Price Slump: To Buy Or Not To Buy
Arista Networks, Inc. has declined nearly 20% from October highs, driven by broad AI sector sentiment rather than company-specific issues. ANET is expected to report Q3 revenue of $3.3B (44% YoY growth) and likely to beat consensus, continuing its 20-quarter streak. Despite strong growth and operational leverage, ANET trades at 42–43x forward earnings—still expensive versus AI stocks like NVDA and AVGO.
Price Targets
Arista Networks initiated with an Outperform at Bernstein
$250.00
(was $202.86)
Bernstein
Arista Networks initiated with a Buy at Deutsche Bank
$220.00
(was $195.69)
Deutsche Bank
Arista Networks price target raised to $225 from $196 at Goldman Sachs
$225.00
(was $198.82)
Michael Ng
·
Goldman Sachs
Arista Networks price target raised to $259 from $187 at UBS
$259.00
(was $200.22)
David Vogt
·
UBS
Arista Networks price target raised to $220 from $190 at Morgan Stanley
$220.00
(was $195.07)
Morgan Stanley
Arista Networks price target raised to $255 from $200 at Wells Fargo
$255.00
(was $190.51)
Wells Fargo
Arista Networks price target raised to $250 from $200 at KeyBanc
$250.00
(was $190.51)
KeyBanc
Arista Networks price target raised to $289 from $195 at Barclays
$289.00
(was $190.51)
Tim Long
·
Barclays
Arista Networks (ANET) PT Raised to $260 at Needham
$260.00
(was $190.51)
Alex Henderson
·
Needham
Arista Networks (ANET) PT Raised to $250 at Evercore ISI
$250.00
(was $190.51)
Jefferies
Arista Networks price target raised to $200 from $185 at Wells Fargo
$200.00
(was $171.92)
Wells Fargo
Arista Networks price target raised to $200 from $178 at KeyBanc
$200.00
(was $164.93)
Brandon Nispel
·
KeyBanc
Arista Networks price target raised to $190 from $180 at Morgan Stanley
$190.00
(was $156.40)
Morgan Stanley
Wolfe Research Reiterates Outperform Rating on Arista Networks (ANET)
$175.00
(was $152.16)
George Notter
·
Wolfe Research
Arista Networks upgraded to Outperform from Market Perform at Raymond James
$164.00
(was $147.81)
Simon Leopold
·
Raymond James
Arista Networks price target raised to $195 from $184 at Barclays
$195.00
(was $147.06)
Barclays
Arista Networks price target raised to $187 from $177 at UBS
$187.00
(was $145.58)
David Vogt
·
UBS
Arista Networks price target raised to $175 from $161 at Truist
$175.00
(was $145.53)
Matthew Niknam
·
Truist Financial
Arista Networks price target raised to $181 from $175 at Piper Sandler
$181.00
(was $170.22)
Piper Sandler
Arista Networks price target raised to $180 from $165 at Morgan Stanley
$180.00
(was $175.47)
Meta Marshall
·
Morgan Stanley