Arista Networks, Inc.
172.37USD
+1.3000 (+0.76%)
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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▲ | $0.92 | 1 | 0 |
| Next quarter | $1.15▲ | $0.97 | 1 | 0 |
| Current year | $4.12▲ | $3.64 | 1 | 0 |
| Next year | $5.22▲ | $4.47 | 2 | 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%) |
462 ratings from 47 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| TD Cowen | Maintained | Buy | $250 $205 | Oct 19, 2026 |
| Citigroup | Maintained | Buy | $215 $248 | Oct 8, 2026 |
| Bernstein | Initiated | Outperform | $250 | Sep 30, 2026 |
| 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 |
268 filings from 16 insiders · 25 buy / 38 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 |
|---|---|---|---|---|---|
| Duda KennethDirector; Officer, President and CTO | ExerciseNon-Qualified Stock Option (right to buy) | 17.3k | — | — | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 116 | $182.79 | $21k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 3.4k | $181.78 | $626k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 3.7k | $180.93 | $677k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 2.0k | $180.12 | $368k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 281 | $179.02 | $50k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 374 | $177.91 | $67k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 185 | $182.79 | $34k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 5.5k | $181.78 | $1.00M | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 6.0k | $180.93 | $1.08M | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 3.3k | $180.12 | $588k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 449 | $179.02 | $80k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sellindirect | 599 | $177.91 | $107k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 200 | $182.79 | $37k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 6.0k | $181.78 | $1.09M | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 6.5k | $180.93 | $1.17M | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 3.5k | $180.12 | $637k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 486 | $179.02 | $87k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Sell | 649 | $177.91 | $115k | Oct 20, 2026 |
| Duda KennethDirector; Officer, President and CTO | Exercise | 17.3k | $14.15 | $245k | Oct 20, 2026 |
No analyst notes on ANET yet.
Members whose judged calls on ANET have played out most reliably.
No settled calls on ANET yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
29 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 7 | 24 | 1 | 0 | 0 | Buy1.81 |
| 1 mo ago | 7 | 24 | 1 | 0 | 0 | Buy1.81 |
| 2 mo ago | 8 | 23 | 0 | 0 | 0 | Buy1.74 |
| 3 mo ago | 7 | 22 | 1 | 0 | 0 | Buy1.80 |