ANET Stock Analysis: Buy, Sell, or Hold?
ANET - Arista Networks
$164.31
-10.25 (-5.87%)
▼
5d:
-2.83%
30d:
+10.58%
90d:
+20.92%
BUY
MODERATE Confidence
Analysis Updated: Jun 22, 2026 12:00 AM ET
Earnings: Aug 04, 2026
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Smart Money Distribution
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Strength: 10.0/10
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Interactive Price Chart (1 Month)
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Bottom Line:
💡 BUY OPPORTUNITY: ANET shows positive signals but monitor for confirmation. Market pricing in 3.0% annual growth which appears achievable. Moderate conviction.
💡 BUY OPPORTUNITY: ANET shows positive signals but monitor for confirmation. Market pricing in 3.0% annual growth which appears achievable. Moderate conviction.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$207.04
Based on 13.4% avg growth
INTRINSIC VALUE TODAY
$128.56
Trading above historical range
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 25.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: ANET is currently trading at $164.31, which is considered fair relative to its 30-day fair value range of $148.18 to $169.02. The stock's valuation (Forward PE: 39.2) is in line with its historical norms (35.9). At these levels, the market is pricing in 3.0% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, ANET is in a uptrend. Immediate support is located at $145.32, while resistance sits at $175.20. Short-term momentum is weak, with the stock down 5.9% recently.
Market Sentiment: ANET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, ANET is in a uptrend. Immediate support is located at $145.32, while resistance sits at $175.20. Short-term momentum is weak, with the stock down 5.9% recently.
Market Sentiment: ANET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$148.18 -
$169.02
Company Quality Score
57/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
74.8%
All Signals
- NEUTRAL: Price in fair range
- BULLISH: Strong technical setup (75/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-5.9%)
- NEUTRAL: Near Wall St target ($190.09)
- NEUTRAL: Market pricing in 3.0% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$148.18 -
$169.02
Current vs Trading Range
FAIR
Support & Resistance Levels
Support Level
$145.32
Resistance Level
$175.20
Current Trend
Uptrend
Technical data as of
Jun 22, 2026
Fundamental Context
Forward P/E (Next Year Est.)
39.19
Wall Street Target
$190.09
(+8.9%)
Revenue Growth (YoY)
35.1%
Earnings Growth (YoY)
25.0%
Profit Margin
38.3%
Valuation Premium vs History
+3.0% premium
PE vs Historical
39.2 vs 35.9
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+3.0%
(market-implied from PE analysis)
1-Year Target
$179.80
(+3%)
2-Year Target
$185.19
(+6%)
3-Year Target
$190.75
(+9%)
3-Yr Target (if PE normalizes)
(PE: 39→36)
PE COMPRESSION
$174.75
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 39.2, Growth: 22.8%)
$323.32
(+85%)
Base:
(SPY PE: 21.8, Growth: 22.8%)
$179.70
(+3%)
Bear:
(PE: 18.5, Growth: 22.8%)
$152.74
(-13%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (58x PE), but valuation improves significantly next year (39x PE) as earnings recover.
Trailing PE: 58.11 | Current EPS (TTM): $2.92
Bull Case
$284.72
(+63%)
Analyst growth 52.6%, PE expands to 63.9
Base Case
$258.83
(+48%)
Market implied 52.6%, PE stable at 58.1
Bear Case
$115.38
(-34%)
Severe decline -20.0%, PE contracts to 49.4
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Share & Embed Analysis
Last updated: June 23, 2026 12:50 PM ET
Data refreshes hourly during market hours. Next update: 1:50 PM
Data refreshes hourly during market hours. Next update: 1:50 PM
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Technical Signals Check
Is ANET showing a specific setup today?
Insider Activity (6 Months)
1
Buys
19
Sells
Net
INSIDERS SELLING
Recent Transactions
Jayshree Ullal
SELL
428000 shares
2026-04-22
Jayshree Ullal
SELL
93861 shares
2026-04-21
Jayshree Ullal
SELL
306139 shares
2026-04-20
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