Arista Networks (NYSE:ANET) Stock Price Target Raised at JPMorgan Chase & Co.

04 Nov 2026, 19:43 by Danessa Lincoln · The Markets Daily

Arista Networks (NYSE:ANET – Get Free Report) had its price target lifted by research analysts at JPMorgan Chase & Co. from $250.00 to $270.00 in a research report issued on Wednesday, Benzinga reports. The brokerage currently has an “overweight” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 50.19% from the stock’s previous close.

Other research analysts have also issued reports about the company. Weiss Ratings raised Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday, October 21st. Barclays cut their price target on Arista Networks from $289.00 to $236.00 and set an “overweight” rating for the company in a report on Wednesday. Citigroup reaffirmed a “buy” rating and set a $248.00 price objective (up from $215.00) on shares of Arista Networks in a research report on Thursday, October 8th. The Goldman Sachs Group reiterated a “buy” rating and issued a $225.00 price objective on shares of Arista Networks in a report on Wednesday, August 5th. Finally, Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $240.24.

View Our Latest Stock Report on ANET

Arista Networks Stock Up 5.8%

Shares of ANET stock traded up $9.86 on Wednesday, reaching $179.77. The stock had a trading volume of 13,794,982 shares, compared to its average volume of 7,839,452. The firm’s 50-day moving average is $194.30 and its two-hundred day moving average is $165.10. The firm has a market capitalization of $226.73 billion, a price-to-earnings ratio of 56.81, a P/E/G ratio of 1.91 and a beta of 1.61. Arista Networks has a 12 month low of $114.52 and a 12 month high of $217.41.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings results on Tuesday, November 3rd. The technology company reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.12. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. The business had revenue of $3.66 billion during the quarter, compared to analysts’ expectations of $3.33 billion. During the same quarter last year, the company posted $0.75 earnings per share. Arista Networks’s quarterly revenue was up 58.5% on a year-over-year basis. On average, sell-side analysts forecast that Arista Networks will post 3.79 earnings per share for the current fiscal year.

Insider Transactions at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $198.95, for a total transaction of $59,685,000.00. Following the sale, the insider owned 180,543,048 shares of the company’s stock, valued at $35,919,039,399.60. This represents a 0.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 573,509 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $208.13, for a total value of $119,364,428.17. Following the transaction, the chief executive officer owned 25,000 shares in the company, valued at approximately $5,203,250. This trade represents a 95.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 2,487,846 shares of company stock worth $503,417,253. 2.70% of the stock is owned by insiders.

Institutional Trading of Arista Networks

Several large investors have recently modified their holdings of the stock. Main Street Group LTD bought a new position in shares of Arista Networks in the 1st quarter valued at $26,000. William Mack & Associates Inc. acquired a new stake in Arista Networks in the third quarter valued at about $27,000. ABS Investment Management LLC bought a new position in Arista Networks in the second quarter valued at about $29,000. ABS Direct Equity Fund LLC acquired a new position in Arista Networks during the second quarter worth about $29,000. Finally, NBT Bank N A NY lifted its holdings in shares of Arista Networks by 37.2% in the first quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock worth $30,000 after acquiring an additional 67 shares during the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Arista Networks

Here are the key news stories impacting Arista Networks this week:

Positive Sentiment: Arista reported third-quarter revenue of $3.66 billion, up 58.5% year over year, and EPS of $1.20. Both exceeded analyst estimates of $3.33 billion and $1.08, respectively. Management also raised its 2026 outlook, and fourth-quarter guidance came in well above expectations. Article: ANET Q3 Earnings Beat Estimates on Strong AI and Enterprise Demand
Positive Sentiment: Management projected about $18.5 billion in 2027 revenue, including roughly $7 billion from AI fabrics—an ambitious forecast that points to continued growth from AI networking. Reports also cited strong enterprise demand and improved supply efficiency as support for the outlook. Article: Arista Networks Q3 Earnings Call Maps Out 2027 AI Expansion
Positive Sentiment: Several analysts raised targets: Piper Sandler to $261 and Truist Financial to $240, both with positive ratings. Rosenblatt reaffirmed its Buy rating and $280 target. Article: Piper Sandler price-target update
Neutral Sentiment: Barclays lowered its target to $236 from $289 but kept an Overweight rating, signaling a more cautious valuation view while remaining positive on the shares. Barclays analyst ratings
Negative Sentiment: Some coverage flagged lower gross margin as product sales grew, and noted that parts of the business may grow more slowly or that AI scale-up revenue could take time. These factors, along with supplier-capacity questions, may temper enthusiasm for the bullish forecast. Article: Arista’s AI growth story builds, but scale-up revenue may have to wait

About Arista Networks

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Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.