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This summary was created by AI, based on 9 opinions in the last 12 months.

Arista Networks (ANET-N) is recognized for its leadership in cloud network solutions, specifically in switches and routers that cater to the growing demands of the cloud infrastructure and AI buildout. Analysts express a range of opinions on the stock's current valuation, with price targets varying significantly, indicating differing perspectives on its growth potential. Some experts see it as a strong buy at current levels, while others suggest waiting for further price corrections. Recent sales and earnings growth have been impressive, with mentions of a 52% increase in shares over the last six months. However, there are concerns about the competition with Cisco and the appropriateness of current pricing, leading to a split in recommendations regarding immediate purchasing action.

Consensus
Mixed
Valuation
Fair Value
Similar
CSCO,CSCO
DON'T BUY

Trading ~37x forward PE, for 15% EPS growth. Below 200-day MA, but so is much of the market. Customer concentration risk; any capex pullback by hyperscalers can significantly impact results. Be careful. Faces strong competition.

BUY

Buy at these levels. Upstream of the hyperscalers like META, MSFT and AMZN. Came off with concerns on hyperscalers' AI spending and ROI. Still in early innings, demand will come back, and this name will grow quickly.

PARTIAL BUY

Owns many shares. He targets $138.50, so now is a great buying opportunity. Buy a third here, another at $78, then at $73. They supply ever-better switches and routers to the cloud stack.

BUY

Pendulum swings between hardware and software. With the infrastructure buildout for AI, it's also spilling over into the routers and switches from a name like this. Product not unique, but management makes the company stand out. 12-month price target of $123.

BUY

They lead in cloud network solutions, sales +20%, EPS +31%. Innovation in AI will only lift this stock.

BUY

It reports next week. It needs 25% revenue growth. They are still part of the AI networking build-out and likes their correction after DeepSeek. It's now in a good place. Adequate earnings should see a positive response.

BUY ON WEAKNESS

It trades in classic stair-step fashion. Are riding the data centre story. Shares are up 52% in the last 6 months.

PARTIAL SELL

It's fairly priced now. They're Cisco's main competitor. Have done very well. Take profits now, then re-enter around $245, then $225 (note: these values don't reflect the recent stock split). January will be a volatile month; Jan. 20 will be inauguration day in Washington.

TOP PICK

Cloud-networking solutions, particularly on switching and routers. Hardware that all the hyperscalers and data centres need. 12-month price target of $462. Buy in thirds here around $375, $355, and $335. No dividend.

(Analysts’ price target is $442.80)
BUY ON WEAKNESS

Pretty fully priced, so don't buy now. Try around $328, and again around $311-12.

(Analysts’ price target is $340.00)
HOLD
Add here?

Turned over recently because CSCO reported a gain in market share. Senior management actually came from Cisco. Price targets range from $305-325. Fully priced right now. Hold, and use additional funds to buy some CSCO instead.

BUY

Cloud spending hasn't slowed at all. They have strong operating leverage. Sales were up 21% and EPS 48%. This keeps going up.

PAST TOP PICK
(A Top Pick May 18/23, Up 96%)

Very strong stock performance. Continues to beat earnings and sales expectations. Competition with Microsoft and Amazon. Demand for products very high. Excellent business that is good for long term investors. Very high margins. 

BUY

Has owned this for 3 years for the cloud infrastructure AI networking build-out, which explains why it's up 25% in 3 months.

TOP PICK

Network equipment provider to data centres. One of the best. Loved by MSFT and META. Structural advantage by virtue of what it does. Modulating services to be more accessible to smaller customers. Very high profit margins, excellent free cashflow, increasing market share. No dividend.

(Analysts’ price target is $242.13)
Showing 1 to 15 of 19 entries

Arista Networks(ANET-N) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 10

Stockchase rating for Arista Networks is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Arista Networks(ANET-N) Frequently Asked Questions

What is Arista Networks stock symbol?

Arista Networks is a American stock, trading under the symbol ANET-N on the New York Stock Exchange (ANET). It is usually referred to as NYSE:ANET or ANET-N

Is Arista Networks a buy or a sell?

In the last year, 10 stock analysts published opinions about ANET-N. 7 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Arista Networks.

Is Arista Networks a good investment or a top pick?

Arista Networks was recommended as a Top Pick by on . Read the latest stock experts ratings for Arista Networks.

Why is Arista Networks stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Arista Networks worth watching?

10 stock analysts on Stockchase covered Arista Networks In the last year. It is a trending stock that is worth watching.

What is Arista Networks stock price?

On 2025-05-15, Arista Networks (ANET-N) stock closed at a price of $96.07.