ANET Stock Analysis: Buy, Sell, or Hold?
ANET - Arista Networks
$180.35
9.33 (5.46%)
▲
5d:
+3.66%
30d:
+8.24%
90d:
+4.42%
HOLD
MODERATE Confidence
Analysis Updated: Jul 31, 2026 12:00 AM ET
Earnings: Aug 04, 2026
1d
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Smart Money Distribution
None View Scanner →
Strength: 6.6/10
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: ANET is fairly valued with market pricing in 3.6% annual growth. Fine to hold or accumulate slowly on dips.
📊 HOLD: ANET is fairly valued with market pricing in 3.6% annual growth. Fine to hold or accumulate slowly on dips.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$208.09
Based on 13.5% avg growth
INTRINSIC VALUE TODAY
$129.21
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 $180.35, which is considered extended relative to its 30-day fair value range of $163.56 to $178.97. From a valuation perspective, the stock is trading at a premium (Forward PE: 40.4) compared to its historical average (36.3). At these levels, the market is pricing in 3.6% 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. The price is approaching resistance at $183.52. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation. The stock is showing strong short-term momentum, up 5.5% recently.
Market Sentiment: The stock shows a mixed technical setup (55/100), with neutral trendline and momentum signals. The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Technical Outlook: Technically, ANET is in a strong uptrend. The price is approaching resistance at $183.52. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation. The stock is showing strong short-term momentum, up 5.5% recently.
Market Sentiment: The stock shows a mixed technical setup (55/100), with neutral trendline and momentum signals. The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Quick Decision Summary
Current Position
EXTENDED
Historical Trading Range
$163.56 -
$178.97
Company Quality Score
60/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
51.9%
Protect Your Profits
Holding ANET? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BEARISH: Price extended above range
- NEUTRAL: Mixed technical signals (55/100)
- BULLISH: High volume confirmation
- BULLISH: Strong upward momentum (+5.5%)
- NEUTRAL: Near Wall St target ($192.31)
- NEUTRAL: Market pricing in 3.6% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$163.56 -
$178.97
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$156.84
Resistance Level
$183.52
Current Trend
Strong Uptrend
Technical data as of
Jul 31, 2026
Fundamental Context
Forward P/E (Next Year Est.)
40.37
Wall Street Target
$192.31
(+6.6%)
Revenue Growth (YoY)
35.1%
Earnings Growth (YoY)
25.0%
Profit Margin
38.3%
Valuation Premium vs History
+3.6% premium
PE vs Historical
40.4 vs 36.3
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+3.6%
(market-implied from PE analysis)
1-Year Target
$186.84
(+4%)
2-Year Target
$193.57
(+7%)
3-Year Target
$200.54
(+11%)
3-Yr Target (if PE normalizes)
(PE: 40→36)
PE COMPRESSION
$180.32
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 40.4, Growth: 22.9%)
$334.45
(+85%)
Base:
(SPY PE: 20.7, Growth: 22.9%)
$171.74
(-5%)
Bear:
(PE: 17.6, Growth: 22.9%)
$145.98
(-19%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (54x PE), but valuation improves significantly next year (40x PE) as earnings recover.
Trailing PE: 54.29 | Current EPS (TTM): $3.15
Bull Case
$266.80
(+48%)
Analyst growth 41.8%, PE expands to 59.7
Base Case
$242.55
(+35%)
Market implied 41.8%, PE stable at 54.3
Bear Case
$116.29
(-36%)
Severe decline -20.0%, PE contracts to 46.2
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Share & Embed Analysis
Last updated: August 02, 2026 9:52 AM ET
Data refreshes hourly during market hours. Next update: 10:52 AM
Data refreshes hourly during market hours. Next update: 10:52 AM
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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
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428000 shares
2026-04-22
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93861 shares
2026-04-21
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306139 shares
2026-04-20
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