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

ANET - Arista Networks

COMPUTER COMMUNICATIONS EQUIPMENT
$198.23
9.24 (4.89%) ▲
5d: +3.55%
30d: -5.83%
90d: +26.75%
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LOW Confidence
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Analysis Updated: Sep 11, 2026 12:00 AM ET
Earnings: Nov 03, 2026
NEW THESIS The Datacenter CPU Renaissance (2026)

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Smart Money Accumulation

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

Signal fired Sep 3, 2026 at $191.44 · last confirmed Sep 10, 2026

Strength: 7.6/10

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Interactive Price Chart (1 Month)

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💡
Bottom Line:
ℹī¸ NEUTRAL: ANET is fairly priced but lacks strong directional signals. At -0.0% expected growth, valuation appears fair. Wait for clearer setup or better entry on dips.
See Forward Earnings Fair Value & Price Prediction →

Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$251.22
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$155.99
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.

View Full DCF Model

In-depth Analysis How we analyze

Valuation Analysis: ANET is currently trading at $198.23, which is considered slightly high relative to its 30-day fair value range of $187.60 to $199.94. The stock's valuation (Forward PE: 36.6) is in line with its historical norms (36.6). At these levels, the market is pricing in -0.0% 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 strong uptrend. The price is approaching resistance at $200.68. 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 4.9% recently.

Market Sentiment: ANET scores 31/100 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 $241.04 (+27.5%). Current signals suggest waiting for a better entry point before initiating new positions.

Quick Decision Summary

Current Position SLIGHTLY HIGH
Historical Trading Range $187.60 - $199.94
Company Quality Score 48/100 (HOLD)
Volume Confirmation HIGH
Confidence Score 48.6%

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All Signals

  • BEARISH: Weak technical setup (31/100)
  • BULLISH: High volume confirmation
  • BULLISH: Strong upward momentum (+4.9%)
  • BULLISH: Trading 27.5% below Wall St target ($241.04)
  • NEUTRAL: Market pricing in -0.0% annual earnings growth - fairly valued
  • WARNING: Composite score 48/100 in the bottom quintile — this cohort historically lags the market

Trading Range Analysis

30-Day Trading Range $187.60 - $199.94
Current vs Trading Range SLIGHTLY HIGH

Support & Resistance Levels

Support Level $181.27
Resistance Level $200.68
Current Trend Strong Uptrend
Technical data as of Sep 11, 2026

Fundamental Context

Forward P/E (Next Year Est.) 36.62
Wall Street Target $241.04 (+27.5%)
Revenue Growth (YoY) 37.7%
Earnings Growth (YoY) 35.7%
Profit Margin 38.4%
PE vs Historical 36.6 vs 36.6 FAIR
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): 0% (market-implied from PE analysis)
1-Year Target $188.99 (0%)
2-Year Target $188.99 (0%)
3-Year Target $188.99 (0%)
3-Yr Target (if PE normalizes) (PE: 37→37) PE COMPRESSION $188.87 (0%)
Earnings growth offset by PE compression
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 36.6, Growth: 25.5%) $373.35 (+98%)
Base: (SPY PE: 20.2, Growth: 25.5%) $205.62 (+9%)
Bear: (PE: 17.1, Growth: 25.5%) $174.77 (-8%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (38x PE), but valuation improves significantly next year (37x PE) as earnings recover.
Forward PE: 37.59 | Forward EPS (Implied): $5.03
Bull Case $228.21 (+21%)
Analyst growth 15.0%, PE expands to 39.5
Base Case $188.99 (0%)
Market implied 0.0%, PE stable at 37.6
Bear Case $144.58 (-24%)
Severe decline -15.0%, PE contracts to 33.8
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
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Last updated: September 11, 2026 1:11 PM ET
Data refreshes hourly during market hours. Next update: 2:11 PM
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Technical Signals Check

Is ANET showing a specific setup today?

RSI Divergence Check TTM Squeeze Check MACD Crossover Check Gamma Walls Check Unusual Activity Check
Insider Activity (6 Months)
0
Buys
14
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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