ANET Arista Networks COMPUTER COMMUNICATIONS EQUIPMENT

Arista Networks (ANET) Stock: Buy, Sell, or Hold?

$185.02
-1.15 (-0.62%) ▼
5d: +8.89% 30d: -12.26% 90d: -12.1%
Open in Live Scanner Earnings: Nov 03, 2026 0d Updated Nov 10, 12:00 AM ET
QUANTITATIVE VERDICT
BUY
HIGH Confidence (83%)
Quality Score
59/100
Position
FAIR
30-Day Fair Range
$171.00 – $204.44
Position: FAIR
Forward P/E & Valuation
30.7x CHEAP
vs 36.7x historical avg
Wall Street Target
$249.07
+34.6% upside
Options IV & Volume
HIGH Vol
HIGH volume confirmation
Support / Resistance
$158.35 / $191.94
Trend: Uptrend
💡Executive Thesis & Bottom Line
Forward Earnings Fair Value & Price Prediction →
✅ BUY SIGNAL: ANET appears deeply undervalued. Market expects -5.7% annual earnings decline despite 82% recent earnings growth. Contrarian opportunity at discount to historical valuation.
ANET is flagged by 1 backtest-validated scanner today

SPY Bullish (stocks from this scanner have beaten SPY by a median 0.37% over the next 20 trading days; ANET has been on it 2 days). Backtested on 8 months of scanner history vs the S&P 500, as of 2026-11-10.

See all of today's Best Signals in the free scanner →
NEW THESIS The Datacenter CPU Renaissance (2026)

See why ANET plays a critical role in the upcoming CPU supercycle alongside GPUs. Read Deep Dive →

Smart Money Accumulation

Options open interest is building while the stock consolidates - a pattern consistent with institutional accumulation. View Scanner →

Signal fired Nov 2, 2026 at $164.14 · last confirmed Nov 10, 2026

Strength: 6.1/10

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Interactive Price Chart (1 Month)

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Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$293.28
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$182.10
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 $185.02, which is considered fair relative to its 30-day fair value range of $171.00 to $204.44. From a valuation perspective, the stock is trading at a discount (Forward PE: 30.7) compared to its historical average (36.7). Remarkably, the market is currently pricing in an annual earnings decline of 5.7% over the next few years. This pessimistic expectation contrasts with the company's recent 82.1% earnings growth, suggesting potential undervaluation if the company simply maintains stability.

Technical Outlook: Technically, ANET is in a uptrend. Immediate support is located at $158.34, while resistance sits at $191.94.

Market Sentiment: ANET scores 71/100 on our bottoming-setup gauge — the chart has corrected and is stabilizing (RSI reset, momentum turning up), historically a favorable entry zone. Wall Street analysts see significant upside, with an average price target of $249.07 (+34.6%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.

Quick Decision Summary

Current Position FAIR
Historical Trading Range $171.00 - $204.44
Company Quality Score 59/100 (HOLD)
Volume Confirmation HIGH
Confidence Score 83.3%

Trading Range & Key Levels

30-Day Trading Range $171.00 - $204.44
Current vs Trading Range FAIR
Support Level $158.35
Resistance Level $191.94
Current Trend Uptrend
Technical data as of Nov 10, 2026

Quantitative Signal Breakdown

  • NEUTRAL: Price in fair range
  • BULLISH: Strong technical setup (71/100)
  • BULLISH: High volume confirmation
  • BULLISH: Trading 34.6% below Wall St target ($249.07)
  • BULLISH: Bottoming setup score 71/100 — corrected, stabilizing, and turning up

Fundamental Context

Forward P/E (Next Year Est.) 30.71
Wall Street Target $249.07 (+34.6%)
Revenue Growth (YoY) 58.5%
Earnings Growth (YoY) 82.1%
Profit Margin 40.0%
Valuation Discount vs History -5.7% cheaper
PE vs Historical 30.7 vs 36.7 CHEAP
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): -5.7% (market-implied from PE analysis)
1-Year Target $174.47 (-6%)
2-Year Target $164.53 (-11%)
3-Year Target $155.15 (-16%)
3-Yr Target (if PE normalizes) (PE: 31→37) $185.40 (+0%)
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 30.7, Growth: 37.6%) $482.08 (+161%)
Base: (SPY PE: 19.9, Growth: 37.6%) $311.73 (+69%)
Bear: (PE: 16.9, Growth: 37.6%) $264.97 (+43%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (50x PE), but valuation improves significantly next year (31x PE) as earnings recover.
Trailing PE: 49.91 | Current EPS (TTM): $3.73
Bull Case $330.74 (+79%)
Analyst growth 61.5%, PE expands to 54.9
Base Case $300.68 (+63%)
Market implied 61.5%, PE stable at 49.9
Bear Case $126.60 (-32%)
Severe decline -20.0%, PE contracts to 42.4
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡 Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 30.7 to 36.7
Stabilization Target: $221.09 (+19.5%)
PE Expansion Potential: +19.5%
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Reddit & Retail Trader Sentiment (ANET)

Bullish 3 Retail Mentions
Reddit / WSB Comments
2
Bearish
StockTwits Volume
1 msgs
24h retail stream
Last Tracked
Nov 10, 2026
Daily AI digest
AI Retail Discussion Summary: Despite recent market volatility and negative sentiment towards AI stocks, the AI boom is not over and investors are encouraged to consider buying the dip in stocks like Arista Networks, Inc. (ANET), Fabrinet (FN), Analog Devices, Inc. (ADI), and Advanced Micro Devices AMD due to persistent high demand for advanced computing capacity.
Key Retail Themes: Continued demand for advanced computing capacity Investment opportunities in AI stocks
Aggregated from r/wallstreetbets, r/stocks & StockTwits streams. View All Trending Reddit & WSB Stocks →
Last updated: November 10, 2026 10:29 PM ET
Data refreshes hourly during market hours. Next update: 11:29 PM
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Ticker Score Recommendation Change %
Insider Activity (6 Months)
0
Buys
0
Sells
0
Net
NEUTRAL

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