Insider buying last 90 days
No open-market insider purchases were filed for ANET in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every ANET insider filing, plotted on the chart in Gekko.Open ANET in Gekko
NYSE: ANET
Arista Networks (ANET) Stock Analysis & Forecast
Nov 4 close
$178.48+8.57 (+5.0%)
Gekko Brief
AI summaryNov 4 closeArista Networks posted third-quarter results that exceeded estimates on strong AI and enterprise demand, with the company raising its 2026 outlook and pointing to 2027 revenue guidance of $18.5 billion, including $7 billion from AI fabrics. CEO Jayshree Ullal noted that "scale-up" revenue is unlikely to be material until 2028, even as scale-out and scale-across AI networking growth builds. Morningstar raised its fair value estimate on the stock to $270 from $230, citing accelerating AI investment, and shares rose following the report.
The stock closed at $178.48, up 5% on the day, sitting between its 50-day average of $194.12 and 200-day average of $165.79. The GekkoIndex reads 62.7, placing ANET in the Accumulation zone. Price sits 3.3% above Gekko Fair Value of $172.74. Over the past month the stock is down 17.1%, though it remains up 13.3% over the past year.
The next earnings date is 11 February 2027, 98 days away, outside a typical 20-trading-day hold. No insider, Congress or unusual options activity appears in their respective windows, and no billionaire holders are recorded, against 3 trailblazer holders. Seasonality from this point in the calendar has averaged -3.3% over the next 20 trading days across 5 years, with gains in 3 of them. All 15 covering analysts rate the stock a buy, with a consensus target of $243.59.
Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.
Arista Networks price vs fair value
Close $178.48200-day averageGekko Fair Value $172.74
Arista Networks quick facts
- Market cap
- $225.1B
- P/E ratio
- 53.3
- Forward P/E
- 32.3
- EPS, TTM
- $3.08
- Revenue, TTM
- $10.54B
- Profit margin
- 38.4%
- Dividend yield
- —
- Beta
- 1.64
- Volume
- 18.54M avg 7.01M
- 1-year return
- +13.3%
- Typical daily move
- ±5.4%
- Typical 20-day move
- ±8.9%
- 50-day average
- $194.12
- 200-day average
- $165.79
- Next earnings
- Feb 11 after close
- Shares outstanding
- 1.26B
Arista Networks swing-trade checklist
Arista Networks scores 2 supportive, 3 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive3 mixed0 headwinds
- Trendmixed
Averages disagree
Close $178.48 sits between the 50-day ($194.12) and 200-day ($165.79) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
62.7, Accumulation
Reading 62.7 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
3.3% above
Price is within 5% of Gekko Fair Value (3.3% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 98 days
Next report Feb 11, 2027, 98 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
−3.3% on average
From this point in the calendar, the next 20 trading days averaged −3.3% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Arista Networks stock chart and price history
Arista Networks closed at $178.48 on Nov 4, 2026, +13.3% over the past year, inside a 52-week range of $114.52 to $217.41.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −17.1%
- 3 months
- −7.2%
- 6 months
- +21.4%
- 1 year
- +13.3%
The full ANET chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ANET in Gekko
Follow Arista Networks through every session
Put ANET on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Track ANET in GekkoFree for 7 days. No credit card required.
About Arista Networks
Arista Networks develops networking technology for data centers and cloud environments, offering switches and routers built for high speed Ethernet traffic alongside software that runs those systems and a suite of applications tied to them. It reaches customers in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific region, and the company has built its name around this pairing of networking hardware and software. After a sale, it continues supporting customers through technical troubleshooting, repairing or swapping out hardware components once warranties lapse, and rolling out software patches, corrections, and upgrades.
To bring its products to market, Arista relies on a combination of outside distributors, integrators, resellers, and manufacturing partners, plus a sales team it employs directly. The companies that buy from it include large internet firms, telecom operators, banks and other financial institutions, government offices, and businesses in media and entertainment.
The company began under the name Arastra, Inc. in 2004 and switched to its current name, Arista Networks, in October 2008. It runs its operations out of Santa Clara, California, and trades on the NYSE under the ticker ANET.
- Listed
- NYSE
- Sector
- Electronic technology
- Industry
- Computer peripherals
- Website
- arista.com
Arista Networks GekkoIndex: the smart money zone
Arista Networks’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.7, in the Accumulation zone, up 2.6 points over five sessions.
62.7Accumulation
Up 2.6 points over five sessions.
Reading for Nov 4, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 18 | +1.8% | +2.1% | ||
| Accumulation (current zone) | 145 | +2.3% | +9.1% | ||
| Neutral | 469 | +0.7% | +3.3% | ||
| Distribution | 62 | −0.1% | −2.4% | ||
| Selling | 3 | Too few readings yet | |||
Average ANET share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.0% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the ANET price, zone by zone.Track ANET in Gekko
Is Arista Networks stock overvalued? Gekko Fair Value
Arista Networks trades 3.3% above Gekko Fair Value of $172.74, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Arista Networks shares are worth, recalculated every trading day.
$172.74
Gekko Fair Value, Nov 4, 2026
3.3% above fair value · About fair value
At the end of Aug 2026 the price was 14.8% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open ANET in Gekko
Arista Networks insider and Congress trading
No open-market insider purchases were filed for Arista Networks, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in ANET were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for ANET, plotted on the chart in Gekko.Open ANET in Gekko
Buybacks
Arista Networks has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $26.20M
- As a share of market cap
- 0.01%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
3of the funds Gekko tracks hold ANET.
1added1opened1trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Arista Networks earnings: next date and track record
Arista Networks reports on Feb 11, 2027, after the close (98 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Feb 11, 2027
Expected after the close, 98 days away
- EPS estimate
- $1.14
- Revenue estimate
- $3.60B
7 of 8reports beat the EPS estimate
±8%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Nov 3, 2026 | $1.20 est $1.08 | $3.66B est $3.33B | +8.7% |
| Aug 4, 2026 | $0.95 est $0.80 | $3.04B est $2.83B | +6.7% |
| May 5, 2026 | $0.00 est $0.81 | $2.71B est $2.62B | −14.8% |
| Feb 12, 2026 | $0.75 est $0.69 | $2.49B est $2.39B | +0.7% |
| Nov 4, 2025 | $0.75 est $0.72 | $2.31B est $2.26B | −10.9% |
| Aug 5, 2025 | $0.73 est $0.65 | $2.20B est $2.11B | +15.3% |
| May 6, 2025 | $0.65 est $0.59 | $2.00B est $1.97B | −4.3% |
| Feb 18, 2025 | $0.65 est $0.57 | $1.93B est $1.90B | −2.8% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Arista Networks stock forecast and analyst price targets
Analysts’ average 12-month price target for Arista Networks is $243.59, +36.5% from the last close, from 15 firms rating the stock in the last 90 days.
$243.59consensus 12-month target, +36.5% from the last close
Now $178.48Avg $243.59
Low $220High $291
Each firm’s latest rating in the last 90 days: 15 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Nov 4 | J.P. Morgan | $270 | +51.3% |
| Nov 4 | KeyBanc | — | — |
| Nov 4 | Bank of America Securities | $240 | +34.5% |
| Nov 4 | UBS | $291 | +63.0% |
| Nov 4 | Morgan Stanley | $230 | +28.9% |
+9.1%average 20-day move after past Accumulation readings
−3.3%average move over the next 20 trading days in the last 5 years
±5.4%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Arista Networks seasonality: the next 20 trading days
Over the next 20 trading days from Nov 4, Arista Networks averaged −3.3% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −3.3% | 1 of 5 |
| Next 10 trading days | −4.0% | 3 of 5 |
| Next 15 trading days | −3.4% | 3 of 5 |
| Next 20 trading days | −3.3% | 3 of 5 |
| Next 30 trading days | +0.6% | 3 of 5 |
For scale, ANET’s typical 20-trading-day move in either direction is about 8.9%.
Arista Networks market cap and key statistics
Arista Networks’s market cap is $225.1B, with a P/E ratio of 53.3 and revenue of $10.54B over the last twelve months.
Valuation
- Market cap
- $225.1B
- P/E ratio
- 53.3
- Forward P/E
- 32.3
- EPS, TTM
- $3.08
- Gekko Fair Value
- $172.74
Trading
- Volume
- 18.54M
- Avg volume, 20 days
- 7.01M
- 52-week high
- $217.41
- 52-week low
- $114.52
- Shares outstanding
- 1.26B
Financials
- Revenue, TTM
- $10.54B
- Profit margin
- 38.4%
- Return on equity
- 31.5%
- Quarterly earnings growth, YoY
- +35.7%
Risk and income
- Beta
- 1.64
- Typical daily move
- ±5.4%
- Typical 20-day move
- ±8.9%
Arista Networks stock news this week
Coverage of Arista Networks this week reads positive: 10 positive, 4 neutral and 0 negative headlines.
- Arista Earnings: Raising Fair Value Estimate Amid High-Speed Networking GrowthMorningstar, Nov 4
- Own an AI or Tech ETF? Arista's Big Quarter Just Paid Off24/7 Wall Street, Nov 4
- Arista’s AI Growth Story Builds, but Scale-Up Revenue May Have to WaitBenzinga, Nov 4
- ANET Q3 Earnings Beat Estimates on Strong AI and Enterprise DemandZacks Investment Research, Nov 4
- Arista Networks Q3 Earnings Call Maps Out 2027 AI ExpansionZacks Investment Research, Nov 4
- Arista Says Its AI Business Will Double to $7 Billion24/7 Wall Street, Nov 4
Arista Networks peers
Arista Networks’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| SNDKSandisk | Buying | 34.5% below |
| STXSeagate Technology | Accumulation | 30.7% below |
| WDCWestern Digital | Accumulation | 28.7% below |
| NTAPNetApp | Accumulation | 12.6% above |
| LOGILogitech International S.A. - | Accumulation | 11.1% below |
| EXTRExtreme Networks | Accumulation | 7.2% below |
A peer links to its own page where one exists.
Arista Networks stock FAQ
What is Arista Networks’s market cap?
Arista Networks’s market cap is $225.1B at the Nov 4, 2026 close of $178.48, with 1.26B shares outstanding. The shares trade on a P/E ratio of 53.3.
What is the Arista Networks stock forecast?
The consensus analyst 12-month price target for Arista Networks is $243.59, +36.5% from the last close. Of the 15 firms that rated the stock in the last 90 days, 15 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Arista Networks stock overvalued or undervalued?
On Gekko’s estimate Arista Networks is about fair value: the Nov 4, 2026 close of $178.48 is 3.3% above Gekko Fair Value of $172.74. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Arista Networks report earnings next?
Arista Networks is expected to report on Feb 11, 2027, after the market closes (98 days away). Analysts expect earnings of $1.14 per share on revenue of $3.60B. Arista Networks beat the earnings estimate in 7 of its last 8 reports, moving 8% on average across the report.
What is Arista Networks’s 52-week high and low?
Arista Networks’s 52-week high is $217.41 and its 52-week low is $114.52; it closed at $178.48 on Nov 4, 2026, +13.3% over the past year.
Is Arista Networks stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and earnings risk), 3 as mixed (trend, fair value and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
See Arista Networks the way Gekko members do
Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.
Join 1,460 other traders using Gekko
Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.