ANET Stock Analysis: Buy, Sell, or Hold?
ANET - Arista Networks
$188.65
4.90 (2.67%)
â˛
5d:
-5.12%
30d:
+6.82%
90d:
+26.96%
WAIT
LOW Confidence
Analysis Updated: Aug 21, 2026 12:00 AM ET
Earnings: Aug 04, 2026
0d
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Interactive Price Chart (1 Month)
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Bottom Line:
âšī¸ 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.
âšī¸ 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.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$251.19
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$155.97
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 $188.65, which is considered fair relative to its 30-day fair value range of $170.88 to $195.91. 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 uptrend. Immediate support is located at $182.83, while resistance sits at $211.45.
Market Sentiment: ANET scores 38/100 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 $241.82 (+28.2%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, ANET is in a uptrend. Immediate support is located at $182.83, while resistance sits at $211.45.
Market Sentiment: ANET scores 38/100 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 $241.82 (+28.2%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$170.88 -
$195.91
Company Quality Score
46/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
51.0%
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View Profit Protection PlanAll Signals
- NEUTRAL: Price in fair range
- BEARISH: Weak technical setup (38/100)
- BULLISH: High volume confirmation
- BULLISH: Trading 28.2% below Wall St target ($241.82)
- NEUTRAL: Market pricing in -0.0% annual earnings growth - fairly valued
- WARNING: Composite score 46/100 in the bottom quintile â this cohort historically lags the market
Trading Range Analysis
30-Day Trading Range
$170.88 -
$195.91
Current vs Trading Range
FAIR
Support & Resistance Levels
Support Level
$182.83
Resistance Level
$211.45
Current Trend
Uptrend
Technical data as of
Aug 21, 2026
Fundamental Context
Forward P/E (Next Year Est.)
36.56
Wall Street Target
$241.82
(+28.2%)
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
$188.65
(0%)
2-Year Target
$188.65
(0%)
3-Year Target
$188.65
(0%)
3-Yr Target (if PE normalizes)
(PE: 37â37)
$188.84
(+0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 36.6, Growth: 25.4%)
$372.42
(+97%)
Base:
(SPY PE: 20.1, Growth: 25.4%)
$204.43
(+8%)
Bear:
(PE: 17.1, Growth: 25.4%)
$173.76
(-8%)
đ
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (59x PE), but valuation improves significantly next year (37x PE) as earnings recover.
Trailing PE: 59.08 | Current EPS (TTM): $3.11
Bull Case
$335.33
(+78%)
Analyst growth 65.9%, PE expands to 65.0
Base Case
$304.85
(+62%)
Market implied 65.9%, PE stable at 59.1
Bear Case
$124.95
(-34%)
Severe decline -20.0%, PE contracts to 50.2
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Share & Embed Analysis
Last updated: August 22, 2026 11:07 AM ET
Data refreshes hourly during market hours. Next update: 12:07 PM
Data refreshes hourly during market hours. Next update: 12:07 PM
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Technical Signals Check
Is ANET showing a specific setup today?
Insider Activity (6 Months)
1
Buys
16
Sells
Net
INSIDERS SELLING
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