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
$199.39−0.14 (−0.1%)
Close on Sep 18, 2026. Page updated Sep 19, 9:16 pm ET.
Gekko Brief
AI summaryArista Networks trades at $199.39, little changed on the day but up 6.9% over one month and 46.3% over six months, sitting above both its 50-day ($187.53) and 200-day ($155.11) averages. The GekkoIndex reads 53.2, placing the stock in the Neutral zone after slipping 3 points over the past five readings. Price stands 15.2% above Gekko Fair Value of $173.02.
Coverage this week centered on Arista's record Q2, with a $3.0 billion quarter and raised full-year guidance drawing repeated commentary, including praise for CEO Jayshree Ullal's leadership and the company's AI networking and EOS/CloudVision platforms. Shares extended a third straight day of gains on 17 September, closing at $199.53, even as broader indexes outpaced it, and one technical read flagged a bull flag pattern with $225.30 and $258.30 as chart levels above a $200.25 breakout point. Peer Ciena's own backlog outlook also drew attention alongside modest moves in Arista and Cisco.
Arista's next earnings report is due 3 November 2026, 44 days out and beyond a typical 20-trading-day hold. In the prior quarter, EPS of $0.95 beat the $0.80 estimate, producing a 6.7% reaction, part of a run of 7 beats in the last 8 quarters with an average absolute move of 7.6%. Over the past 90 days, Congress recorded 2 buys and 0 sells, and 19 analysts carry buy ratings with a consensus target of $241.04. Seasonally, the next 20 trading days have averaged a 2.6% gain over 5 years, positive in 3 of them.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $199.39200-day averageGekko Fair Value $173.02
Key stats
- Market cap
- $251.1B
- P/E ratio
- 59.5
- Forward P/E
- 37.2
- EPS, TTM
- $3.24
- Revenue, TTM
- $10.54B
- Profit margin
- 38.4%
- Dividend yield
- —
- Beta
- 1.62
- Volume
- 10.24M avg 5.13M
- 1-year return
- +39.6%
- Typical daily move
- ±3.9%
- Typical 20-day move
- ±8.6%
- 50-day average
- $187.53
- 200-day average
- $155.11
- Next earnings
- Nov 3 after close
- Shares outstanding
- 1.26B
Arista Networks swing-trade checklist
Arista Networks scores 4 supportive, 1 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $199.39 is above the 50-day ($187.53) and 200-day ($155.11) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
53.2, Neutral
Reading 53.2 is in the Neutral zone.
See the GekkoIndex - Fair valueheadwind
15.2% above
Price is 15.2% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: Congress 2 buys / 0 sales.
See smart money - Earnings risksupportive
Reports in 44 days
Next report Nov 3, 2026, 44 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+2.6% on average
From this point in the calendar, the next 20 trading days averaged +2.6% 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 $199.39 on Sep 18, 2026, +39.6% over the past year, inside a 52-week range of $114.52 to $214.89.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +6.9%
- 3 months
- +17.5%
- 6 months
- +46.3%
- 1 year
- +39.6%
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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 53.2, in the Neutral zone, down 3 points over five sessions.
53.2Neutral
Down 3 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 18 | +1.8% | +2.1% | ||
| Accumulation | 138 | +2.4% | +9.1% | ||
| Neutral (current zone) | 441 | +0.8% | +3.6% | ||
| 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, Neutral readings averaged +1.2% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. 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 15.2% above Gekko Fair Value of $173.02, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Arista Networks shares are worth, recalculated every trading day.
$173.02
Gekko Fair Value, Sep 17, 2026
15.2% Overvalued
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 members of Congress disclosed 2 purchases and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
2trades disclosed: 2 purchases and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Daniel Milton Newhouse House, WA, purchase | $1,001 - $15,000 | Jul 20 traded Jul 10 |
| Daniel Milton Newhouse House, WA, purchase | $1,001 - $15,000 | Jul 20 traded Jul 9 |
From congressional disclosures, which report amounts as ranges.
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 Nov 3, 2026, after the close (44 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Nov 3, 2026
Expected after the close, 44 days away
- EPS estimate
- $1.06
- Revenue estimate
- $3.33B
7 of 8reports beat the EPS estimate
±7.6%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 4, 2026 AI summary
- What they said
- Arista reported a strong Q2 2026 with its first $3.0 billion quarter (up ~37.7% YoY), robust operating income (49.9% of revenue), and meaningful product momentum in AI fabrics, with over 100 cumulative Etherlink customers and new high-capacity and liquid-cooled platforms. Management emphasized innovation (SSU, MRC, SRv6, EOS), supply-chain remediation (expanded vendor qualification, multiyear purchase commitments increasing to ~$9.7B, additional contract manufacturers and distribution centers), and ramp plans for AI-focused products (7060XE7, 7800 AI Spine, liquid cooling). They raised full-year revenue guidance to $12.6 billion for fiscal 2026 (implying ~40% growth) and noted improved supply-chain visibility and capacity but cautioned industry-wide supply tightness may persist through 2028. Q&A reinforced confidence in Arista’s integrated software/hardware positioning versus white-box approaches, opportunities across scale-up/scale-out/scale-across fabrics, and the company’s ability to capture a large TAM for scale-across switching and routing.
- Guidance
- Raised full-year fiscal 2026 revenue guidance to $12.6 billion (projecting ~40% YoY growth). Management notes improved supply allowing increased shipments in H2 2026; visibility remains ~2 quarters. Multiyear purchase commitments nearly tripled year-over-year to approximately $9.7 billion by end of Q2 2026.
- Risks flagged
- Industry-wide supply tightness and rising component costs persist; management expects supply constraints to potentially last until ~2028. Visibility into customer demand is ~2 quarters. Gross margin pressures from end-customer mix and component cost increases; backlog and lead times may delay price realization. Reliance on key silicon and memory suppliers creates supply concentration risk.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| 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% |
| Nov 7, 2024 | $2.40 est $2.08 | $1.81B est $1.81B | −5.4% |
“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 $241.04, +20.9% from the last close, from 19 firms rating the stock in the last 90 days.
$241.04consensus 12-month target, +20.9% from the last close
Now $199.39Avg $241.04
Low $215High $289
Each firm’s latest rating in the last 90 days: 19 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 31 | Deutsche Bank | $220 | +10.3% |
| Aug 27 | Bank of America Securities | $240 | +20.4% |
| Aug 21 | Piper Sandler | $240 | +20.4% |
| Aug 11 | William O'Neil | — | — |
| Aug 10 | Goldman Sachs | $225 | +12.8% |
+3.6%average 20-day move after past Neutral readings
+2.6%average move over the next 20 trading days in the last 5 years
±3.9%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 Sep 19, Arista Networks averaged +2.6% 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 | −1.1% | 2 of 5 |
| Next 10 trading days | +0.6% | 3 of 5 |
| Next 15 trading days | +4.6% | 4 of 5 |
| Next 20 trading days | +2.6% | 3 of 5 |
| Next 30 trading days | +8.8% | 5 of 5 |
For scale, ANET’s typical 20-trading-day move in either direction is about 8.6%.
Arista Networks market cap and key statistics
Arista Networks’s market cap is $251.1B, with a P/E ratio of 59.5 and revenue of $10.54B over the last twelve months.
Valuation
- Market cap
- $251.1B
- P/E ratio
- 59.5
- Forward P/E
- 37.2
- EPS, TTM
- $3.24
- Gekko Fair Value
- $173.02
Trading
- Volume
- 10.24M
- Avg volume, 20 days
- 5.13M
- 52-week high
- $214.89
- 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
- 1.62
- Typical daily move
- ±3.9%
- Typical 20-day move
- ±8.6%
Arista Networks stock news this week
Coverage of Arista Networks this week reads positive: 11 positive, 2 neutral and 2 negative headlines.
- Nykredit A S Takes Position in Arista Networks, Inc. $ANETDefense World, Sep 19
- Arista Networks Inc. stock rises Thursday, still underperforms marketMarketWatch, Sep 17
- Ciena Climbs 4% as $10B Backlog Outlook Outweighs Month-Long Slide; Arista and Cisco Edge Higher24/7 Wall St., Sep 16
- Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the DayYahoo Finance, Sep 16
- Why the Market Dipped But Arista Networks (ANET) Gained TodayZacks Investment Research, Sep 15
- Jim Cramer on Arista (ANET) CEO: “She Is Money and the Company’s Fantastic”Yahoo Finance, Sep 15
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 | Neutral | 10.6% above |
| STXSeagate Technology | Accumulation | 2.4% below |
| WDCWestern Digital | Accumulation | 13.0% below |
| NTAPNetApp | Neutral | 27.2% above |
| LOGILogitech International S.A. - | Neutral | 9.3% below |
| EXTRExtreme Networks | Accumulation | 14.6% 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 $251.1B at the Sep 18, 2026 close of $199.39, with 1.26B shares outstanding. The shares trade on a P/E ratio of 59.5.
What is the Arista Networks stock forecast?
The consensus analyst 12-month price target for Arista Networks is $241.04, +20.9% from the last close. Of the 19 firms that rated the stock in the last 90 days, 19 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 overvalued: the Sep 18, 2026 close of $199.39 is 15.2% above Gekko Fair Value of $173.02. 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 Nov 3, 2026, after the market closes (44 days away). Analysts expect earnings of $1.06 per share on revenue of $3.33B. Arista Networks beat the earnings estimate in 7 of its last 8 reports, moving 7.6% on average across the report.
What is Arista Networks’s 52-week high and low?
Arista Networks’s 52-week high is $214.89 and its 52-week low is $114.52; it closed at $199.39 on Sep 18, 2026, +39.6% 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, 4 of the 6 items with data read as supportive (trend, smart money, earnings risk and seasonality), 1 as mixed (gekkoindex) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every 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 →
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