Arista Networks, Inc.
192.93USD
-2.0300 (-1.04%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.08▲ | $0.91 | 23 | 0 |
| Next quarter | $1.15▲ | $0.97 | 23 | 0 |
| Current year | $4.11▲ | $3.63 | 26 | 0 |
| Next year | $5.16▲ | $4.45 | 26 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.89 | $1.02 | +0.13 (+15.2%) |
| 2026-03-31 | $0.81 | $0.87 | +0.06 (+7.7%) |
| 2025-12-31 | $0.76 | $0.82 | +0.06 (+8.2%) |
| 2025-09-30 | $0.71 | $0.75 | +0.04 (+5.0%) |
459 ratings from 46 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Deutsche Bank | Initiated from Hold | Buy | $220 | Sep 1, 2026 |
| Barclays | Maintained | Overweight | $195 $289 | Aug 6, 2026 |
| UBS | Maintained | Buy | $187 $259 | Aug 5, 2026 |
| TD Cowen | Maintained | Buy | $210 $250 | Aug 5, 2026 |
| Morgan Stanley | Maintained | Overweight | $190 $220 | Aug 5, 2026 |
| Truist Securities | Maintained | Buy | $175 $234 | Aug 5, 2026 |
| Piper Sandler | Reiterated | Overweight | $181 $240 | Aug 5, 2026 |
| Wells Fargo | Maintained | Overweight | $200 $255 | Aug 5, 2026 |
| Keybanc | Maintained | Overweight | $200 $250 | Aug 5, 2026 |
| Evercore ISI Group | Maintained | Outperform | $200 $250 | Aug 5, 2026 |
| Rosenblatt | Maintained | Buy | $210 $280 | Aug 5, 2026 |
| B of A Securities | Maintained | Buy | $200 $240 | Aug 5, 2026 |
| Needham | Maintained | Buy | $200 $260 | Aug 5, 2026 |
| Needham | Maintained | Buy | $185 $200 | Jul 22, 2026 |
| Wells Fargo | Maintained | Overweight | $185 $200 | Jul 16, 2026 |
| TD Cowen | Maintained | Buy | $200 $210 | Jul 13, 2026 |
| Keybanc | Maintained | Overweight | $178 $200 | Jun 18, 2026 |
| Morgan Stanley | Maintained | Overweight | $180 $190 | Jun 12, 2026 |
| B of A Securities | Maintained | Buy | $185 $200 | Jun 8, 2026 |
| Barclays | Maintained | Overweight | $184 $195 | May 7, 2026 |
| UBS | Maintained | Buy | $177 $187 | May 6, 2026 |
| Citigroup | Maintained | Buy | $176 $173 | May 6, 2026 |
| TD Cowen | Maintained | Buy | $170 $200 | May 6, 2026 |
| Piper Sandler | Maintained | Overweight | $175 $181 | May 6, 2026 |
| Rosenblatt | Maintained | Buy | $180 $210 | May 6, 2026 |
181 filings from 15 insiders · 25 buy / 39 sell over 6m
Officers and directors of ANET, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Breithaupt Chantelle YvetteOfficer, Senior Vice President, CFO | Sell | 612 | $195.77 | $120k | Sep 1, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 102.3k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 42.9k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 42.9k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 51.2k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 42.9k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 42.9k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 51.2k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 85.9k | — | — | Aug 28, 2026 |
| Duda KennethDirector; Officer, President and CTO | Otherindirect | 85.9k | — | — | Aug 28, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 5.6k | $205.45 | $1.16M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 64.5k | $204.82 | $13.21M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 20.9k | $203.69 | $4.25M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 73.8k | $202.71 | $14.96M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 70.1k | $201.74 | $14.13M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 50.1k | $200.81 | $10.06M | Aug 27, 2026 |
| BECHTOLSHEIM ANDREAS10% owner | Sellindirect | 15.1k | $199.91 | $3.01M | Aug 27, 2026 |
| ULLAL JAYSHREEChief Executive Officer | Sell | 13.8k | $191.10 | $2.65M | Aug 25, 2026 |
| BATTLES KELLY BODNARDirector | Sell | 422 | $184.77 | $79k | Aug 21, 2026 |
| DUDA KENNETHPresident | Sell | 43.3k | $184.33 | $8.03M | Aug 20, 2026 |
No analyst notes on ANET yet.
Analyst Ratings
28 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 8 | 23 | 0 | 0 | 0 | Buy1.74 |
| 1 mo ago | 8 | 23 | 0 | 0 | 0 | Buy1.74 |
| 2 mo ago | 7 | 22 | 1 | 0 | 0 | Buy1.80 |
| 3 mo ago | 7 | 22 | 1 | 0 | 0 | Buy1.80 |