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Arista Networks (ANET)
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NYSE:ANET

Arista Networks (ANET)

154.27
-11.74 (7.07%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Arista Networks (ANET) has recently faced a notable decline in its stock price, primarily attributed to supply chain challenges that prevent the company from fully capitalizing on strong demand. Despite reporting impressive growth in earnings and sales, the company's inability to raise its full-year guidance has raised concerns among investors, leading to stock decreases of around 16% after its latest earnings report. Analysts remain cautiously optimistic, noting the company's significant role in data center networking and its participation in the AI sector, which could foster long-term growth. Investors are advised to consider potential buying opportunities during this pullback, but some experts caution about the valuation, given its high P/E ratio. Overall, the stock presents a mixed outlook with solid demand but ongoing supply constraints and market volatility.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
CSCO
BUY

Arista Networks, Inc. (ANET)

Jan 21, 2020
Still a lot of time to get into this. $180 was a level, but he sees it hitting $250.
Photo of Elliott FishmanElliott FishmanUnlock Rating
$221.24

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
PAST TOP PICK

Arista Networks, Inc. (ANET)

Jun 05, 2019
(A Top Pick Apr 05/18, Up 0.5%) Got stopped out in the summer of last year. They are in the switching market. CISCO is their biggest competitor. He owns CISCO that is a less volatile name.
Photo of Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
No
Unlock Rating
$263.63

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
TOP PICK

Arista Networks, Inc. (ANET)

Apr 03, 2019
A switching networking company. Data centre switching. Tremendous revenue going forward. Delivering 23% or better on revenue growth, which he sees going into 2020-21. Price target of $360. No dividend. (Analysts’ price target is $291.37)
Photo of Kim BoltonKim Bolton
Owned
Unlock Rating
$321.75

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
PAST TOP PICK

Arista Networks, Inc. (ANET)

Mar 28, 2019
(A Top Pick Apr 05/18, Up 19%) They target the data center like Cisco. He got stopped out in the downdraft in September. He made quite some money with it in the last couple of years. Goldman Sachs just recently added them to the conviction buy list saying that they are growing at a much faster rate than any of their competitors.
Photo of Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
No
Unlock Rating
$312.30

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
BUY ON WEAKNESS

Arista Networks, Inc. (ANET)

Jul 09, 2018

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

Photo of Kim BoltonKim Bolton
No
Unlock Rating
$270.46

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
DON'T BUY

Arista Networks, Inc. (ANET)

Jun 01, 2018

He has owned it in the past, but not now since it plateaued. His price target is $233. Management is made up of the old guard from Cisco. He thinks there are better choices out there.

Photo of Kim BoltonKim Bolton
No
Unlock Rating
$261.22

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
TOP PICK

Arista Networks, Inc. (ANET)

Apr 05, 2018

Innovative company in the cloud space. Increased revenues 10 times in six years. Still taking more market share. Their leadership are well-known Silicon Valley legends who own over 25% of the company. He added when it pulled back in
February. (Analysts' price target $286.04)

Photo of Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
Unlock Rating
$258.72

Stock price when the opinion was issued

$154.27

As of Jun 05, 2026. Market Open.

Technology
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