Arista Networks (ANET) Stock: Buy, Sell, or Hold?
ANET - Arista Networks
$205.57
1.98 (0.97%)
▲
5d:
-0.06%
30d:
+8.62%
90d:
+28.49%
WAIT
LOW Confidence
Analysis Updated: Oct 1, 2026 12:00 AM ET
Earnings: Nov 03, 2026
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 MIXED SIGNALS: ANET shows conflicting indicators. Wait for confirmation before entering.
📊 MIXED SIGNALS: ANET shows conflicting indicators. Wait for confirmation before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$252.54
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$156.81
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 $205.57, which is considered extended relative to its 30-day fair value range of $191.15 to $203.92. The stock's valuation (Forward PE: 39.2) is in line with its historical norms (36.8). At these levels, the market is pricing in 2.2% 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 strong uptrend. Immediate support is located at $196.89, while resistance sits at $212.00.
Market Sentiment: ANET scores 32/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. Wall Street analysts see significant upside, with an average price target of $241.93 (+18.8%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, ANET is in a strong uptrend. Immediate support is located at $196.89, while resistance sits at $212.00.
Market Sentiment: ANET scores 32/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. Wall Street analysts see significant upside, with an average price target of $241.93 (+18.8%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
EXTENDED
Historical Trading Range
$191.15 -
$203.92
Company Quality Score
50/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
27.1%
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View Profit Protection PlanAll Signals
- BEARISH: Price extended above range
- BEARISH: Weak technical setup (32/100)
- BULLISH: High volume confirmation
- BULLISH: Trading below Wall St target ($241.93)
- NEUTRAL: Market pricing in 2.2% annual earnings growth - fairly valued
- WARNING: Composite score 50/100 in the bottom quintile — this cohort historically lags the market
Trading Range Analysis
30-Day Trading Range
$191.15 -
$203.92
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$196.89
Resistance Level
$212.00
Current Trend
Strong Uptrend
Technical data as of
Oct 1, 2026
Fundamental Context
Forward P/E (Next Year Est.)
39.25
Wall Street Target
$241.93
(+18.8%)
Revenue Growth (YoY)
37.7%
Earnings Growth (YoY)
35.7%
Profit Margin
38.4%
Valuation Premium vs History
+2.2% premium
PE vs Historical
39.3 vs 36.8
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+2.2%
(market-implied from PE analysis)
1-Year Target
$208.07
(+2%)
2-Year Target
$212.65
(+4%)
3-Year Target
$217.32
(+7%)
3-Yr Target (if PE normalizes)
(PE: 39→37)
PE COMPRESSION
$203.77
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 39.2, Growth: 26.1%)
$408.68
(+101%)
Base:
(SPY PE: 20.4, Growth: 26.1%)
$212.43
(+4%)
Bear:
(PE: 17.3, Growth: 26.1%)
$180.56
(-11%)
📈
Valuation based on Current Earnings
Forward PE: 39.22 | Forward EPS (Implied): $5.19
Bull Case
$245.83
(+21%)
Analyst growth 15.0%, PE expands to 41.2
Base Case
$203.59
(0%)
Market implied 0.0%, PE stable at 39.2
Bear Case
$155.75
(-24%)
Severe decline -15.0%, PE contracts to 35.3
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Share & Embed Analysis
Last updated: October 01, 2026 2:32 PM ET
Data refreshes hourly during market hours. Next update: 3:32 PM
Data refreshes hourly during market hours. Next update: 3:32 PM
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Technical Signals Check
Is ANET showing a specific setup today?
Insider Activity (6 Months)
0
Buys
9
Sells
Net
INSIDERS SELLING
Recent Transactions
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2026-04-22
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306139 shares
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