ANET|Analyst Targets
ANET|Company Info
ANET|Insider Trading
ANET|Fundamentals
ANET|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.08 | - | - |
| Q2'26 | $0.90 | $1.02 | +13.0% |
| Q1'26 | $0.81 | $0.87 | +7.6% |
| Q4'25 | $0.80 | $0.82 | +2.1% |
| Q3'25 | $0.71 | $0.75 | +5.0% |
| Q2'25 | $0.65 | $0.73 | +12.4% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $3.4B | - | - |
| Q2'26 | $2.9B | $3.0B | +5.6% |
| Q1'26 | $2.6B | $2.7B | +3.4% |
| Q4'25 | $2.6B | $2.5B | -4.6% |
| Q3'25 | - | $2.3B | - |
| Q2'25 | - | $2.2B | - |
ANET|Monthly Returns
Market Data
ANET Stock Snapshot
- Market cap
- 265.97B
- P/E ratio
- 65.8
- Day range
- $193.82 – $207.50
- News sentiment
- 52/100 · Neutral
- Analyst target
- $243.69 (+25.6%)
- Consensus
- Buy · 37 analysts
Momentum is working in ANET's favour - it ranks in the upper part of DailyIQ's momentum universe. A stock this widely held moves on consensus revisions more than on individual catalysts.
Behaviour On Record
What ANET's own history says about today's numbers
- Realized volatility (21d)
- 31.0% 29th pct
- Below its peak
- -6.1%
- vs 200-day average
- +26.4%
- Up days (1y)
- 54%
Arista Networks Inc is currently running 31.0% annualised volatility over the last 21 sessions. Measured against ANET's own 12 years of daily returns rather than a market-wide average, that is the 29th percentile — on the quiet side for this stock, against a typical reading of 39.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
ANET is trading -6.1% below its running peak. Across 11 full years on file, its median worst-drawdown-in-a-year was -32.3%, and the deepest was -50.9% in 2025. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits +26.4% from its 200-day moving average. Against every other day in its history, that gap ranks at the 73rd percentile — a somewhat wider gap than its own norm. Over the past year ANET closed higher on 54% of sessions, and it is currently 1 session into a rising streak.
On October specifically: over 13 years of records, ANET finished the month higher 8 of 13 times, with a median return of +1.8% and an average of +0.9%. Its strongest month historically has been July at +7.5% on average, its weakest September at +0.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: ANET has opened more than 2% away from the prior close in 175 of 3,107 sessions (5.6% of the time), with the largest gaps running +6.3% and -10.1%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
Across the last 3 dated reports on file, ANET moved an average of 5.4% in the session after earnings, closing higher 0 of those 3 times, with a median move of -7.0% and a largest of -7.1%.
All figures computed from 3,108 daily closes between 2014-06-06 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against ANET's own 12-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of ANET's sector?
Arista Networks Inc sits in the Software sector, currently ranked 5th of 12 GICS sectors by relative-strength rotation score (weakening).
- Sector rank
- #5 of 12
- Sector state
- Weakening
- Sector rotation score
- 73
Analyst Rating Changes
Are analysts turning bullish or bearish on ANET?
Citigroup most recently reiterated its rating on Arista Networks Inc to Buy on Oct 8, 2026 with a price target of $248 (from $215). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- Citigroup — Buy
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Earnings Release, Scored
What did Arista Networks Inc's latest earnings release say?
Most important lines
- 1
Delivered 40% growth in non-GAAP EPS year-over-year as the company achieved its first $3+ billion revenue quarter.
New this quarter - 2
“As we deliver our first $3 billion quarter in Q2 2026, it is clear that our Arista 2.0 platform strategy is compelling,” stated Jayshree Ullal, Chairperson and CEO of Arista Networks.
New this quarter - 3
Commenting on the company's financial results, Chantelle Breithaupt, Arista’s CFO, said, “Our second quarter 2026 reflects strong, broad-based growth, with revenue up 37.7% and EPS up 39.7%.
Peers & ETF holders
ANET peers & ETF holders
Computer HardwareMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | ▼ Sell | 91,383,843 | 7.04% | $15.52B | 2026-08-07 |
| Vanguard Group Inc | ▲ Buy | 101,189,629 | 7.79% | $13.26B | 2026-01-29 |
| FMR LLC (Fidelity) | ▼ Sell | 47,349,865 | 3.65% | $8.04B | 2026-08-13 |
| Geode Capital Management, LLC | ▲ Buy | 27,505,753 | 2.12% | $4.66B | 2026-08-12 |
| Morgan Stanley | ▲ Buy | 19,696,435 | 1.52% | $3.35B | 2026-08-13 |
| Capital Research Global Investors | ▼ Sell | 13,164,137 | 1.01% | $2.24B | 2026-08-12 |
| Norges Bank | ▲ Buy | 12,246,920 | 0.94% | $2.08B | 2026-08-12 |
| JPMorgan Chase & Co | ▲ Buy | 11,715,728 | 0.90% | $1.92B | 2026-08-12 |
| Northern Trust Corp | ▼ Sell | 10,139,095 | 0.78% | $1.72B | 2026-08-13 |
| Goldman Sachs Group Inc | ▼ Sell | 9,640,843 | 0.74% | $1.64B | 2026-08-14 |
| Wellington Management Group LLP | ▲ Buy | 8,440,963 | 0.65% | $1.43B | 2026-08-14 |
| Bank of America Corp | ▲ Buy | 6,545,078 | 0.50% | $1.11B | 2026-08-14 |
| AQR Capital Management LLC | ▼ Sell | 5,932,011 | 0.46% | $1.00B | 2026-08-14 |
| Point72 Asset Management, L.P. | ▼ Sell | 5,139,737 | 0.40% | $873.14M | 2026-08-14 |
| Wells Fargo & Company | ▲ Buy | 4,799,030 | 0.37% | $815.26M | 2026-08-14 |
| Invesco Ltd. | ▼ Sell | 4,724,190 | 0.36% | $802.55M | 2026-08-14 |
| Capital World Investors | ▼ Sell | 3,707,143 | 0.29% | $629.77M | 2026-08-12 |
| Janus Henderson Group plc | ▲ Buy | 4,880,273 | 0.38% | $599.20M | 2026-05-18 |
| Citadel Advisors LLC | ▲ Buy | 2,698,477 | 0.21% | $458.42M | 2026-09-02 |
| Citigroup Inc | ▲ Buy | 2,265,126 | 0.17% | $384.80M | 2026-08-03 |
| Neuberger Berman Group LLC | ▲ Buy | 1,667,355 | 0.13% | $281.44M | 2026-08-13 |
| Man Group plc | ▼ Sell | 1,161,756 | 0.09% | $197.36M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▲ Buy | 1,105,900 | 0.09% | $187.87M | 2026-08-14 |
| AllianceBernstein L.P. | ▲ Buy | 1,512,599 | 0.12% | $185.72M | 2026-08-14 |
| Susquehanna International Group, LLP | ▲ Buy | 967,799 | 0.07% | $164.41M | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Dan Newhouse | House | WA04 | ▲ Buy | $1K - $15K | 2026-07-10 | 2026-07-17 |
| Alan Armstrong | Senate | OK | ▲ Buy | $1K - $15K | 2026-03-27 | 2026-07-21 |
| Gilbert Cisneros | House | CA31 | ▼ Sell | $1K - $15K | 2026-03-25 | 2026-04-07 |
| Gilbert Cisneros | House | CA31 | ▲ Buy | $1K - $15K | 2026-01-30 | 2026-02-13 |
| John Boozman | Senate | AR | ▲ Buy | $1K - $15K | 2025-12-11 | 2026-01-13 |
| Gilbert Cisneros | House | CA31 | ▲ Buy | $1K - $15K | 2025-11-18 | 2025-12-15 |
| John Boozman | Senate | AR | ▲ Buy | $1K - $15K | 2025-11-13 | 2025-12-08 |
| Gilbert Cisneros | House | CA31 | ▲ Buy | $1K - $15K | 2025-10-17 | 2025-11-18 |
| Lisa McClain | House | MI09 | ▼ Sell | $1K - $15K | 2025-10-14 | 2025-11-21 |
| Valerie Hoyle | House | OR04 | ▼ Sell | $1K - $15K | 2025-09-23 | 2025-10-10 |
| Lisa McClain | House | MI09 | ▲ Buy | $1K - $15K | 2025-08-13 | 2025-09-12 |
| Angus King | Senate | - | ▲ Buy | $1K - $15K | 2025-07-21 | 2025-08-18 |
| Valerie Hoyle | House | OR04 | ▲ Buy | $1K - $15K | 2025-07-14 | 2025-09-12 |
| James Comer | House | KY01 | ▼ Sell | $1K - $15K | 2025-07-03 | 2025-08-11 |
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-05-29 | 2025-06-23 |
| Jefferson Shreve | House | IN06 | ▼ Sell | $50K - $100K | 2025-05-12 | 2025-06-22 |
| Valerie Hoyle | House | OR04 | ▼ Sell | $1K - $15K | 2025-04-29 | 2025-09-12 |
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-04-08 | 2025-04-28 |
| Jefferson Shreve | House | IN06 | ▲ Buy | $15K - $50K | 2025-04-07 | 2025-05-08 |
| Julie Johnson | House | TX32 | ▼ Sell | $1K - $15K | 2025-04-01 | 2025-05-14 |
| Greg Landsman | House | OH01 | ▼ Sell | $1K - $15K | 2025-03-27 | 2025-04-08 |
| Byron Donalds | House | FL19 | ▲ Buy | $1K - $15K | 2025-03-20 | 2025-04-14 |
| Lisa McClain | House | MI09 | ▼ Sell | $1K - $15K | 2025-03-20 | 2025-08-13 |
| Jefferson Shreve | House | IN06 | ▼ Sell | $15K - $50K | 2025-03-05 | 2025-04-11 |
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-02-13 | 2025-03-07 |