Yahoo · Sep 15, 2026
Why the Market Dipped But Arista Networks (ANET) Gained Today
Arista Networks (ANET) reached $192.35 at the closing of the latest trading day, reflecting a +2.42% change compared to its last close.
AN
NASDAQ · ANET
Arista Networks, Inc.
Technology · Computer Hardware
$192.84
Up+$6.17 (+3.20%)
Updated Sep 16, 2026, 6:00 PM
SID Score
6.5/10
Composite research score
Smart Money
33/100
Bearish
- Market cap
- 168.11B
- P/E ratio
- 47.82
- Dividend yield
- 0.00%
- 52-week range
- $115.42 – $214.89
- Volume
- 4.91M
- Avg. volume
- 8.88M
Price performance
ANET price history
1M range · 20 trading sessions · Daily adjusted prices
ANET closed at $192.84 after 20 trading sessions, down 0.18% for the selected period.
- Last close
- $192.84
- Period change
- -0.18%
- Period low
- $183.75
- Period high
- $202.25
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $191.885 | $194.6864 | $190.86 | $192.84 | 4.91M |
| Sep 14, 2026 | $189.82 | $191.1051 | $186.11 | $187.81 | 5.68M |
| Sep 11, 2026 | $192.23 | $200.25 | $192.105 | $199.59 | 4.64M |
| Sep 10, 2026 | $189.35 | $193.04 | $187.8926 | $188.99 | 2.82M |
| Sep 9, 2026 | $194.855 | $196.96 | $192.05 | $192.93 | 3.68M |
| Sep 8, 2026 | $196.82 | $200.675 | $194.72 | $194.96 | 4.74M |
| Sep 4, 2026 | $192.82 | $197.10 | $190.56 | $193.78 | 4.21M |
| Sep 3, 2026 | $185.25 | $192.00 | $181.27 | $191.44 | 4.11M |
| Sep 2, 2026 | $188.00 | $189.89 | $184.08 | $186.10 | 4.37M |
| Sep 1, 2026 | $195.77 | $196.50 | $188.56 | $189.26 | 4.38M |
| Aug 31, 2026 | $195.50 | $197.99 | $193.91 | $195.69 | 5.03M |
| Aug 28, 2026 | $200.00 | $200.10 | $194.61 | $195.38 | 3.06M |
| Aug 27, 2026 | $205.90 | $206.13 | $199.215 | $201.09 | 4.7M |
| Aug 26, 2026 | $190.905 | $203.36 | $190.905 | $202.25 | 7.66M |
| Aug 25, 2026 | $192.34 | $193.15 | $188.06 | $190.94 | 4.39M |
| Aug 24, 2026 | $186.00 | $190.25 | $186.00 | $188.15 | 5.31M |
| Aug 21, 2026 | $183.77 | $190.44 | $183.59 | $188.65 | 8.13M |
| Aug 20, 2026 | $185.31 | $187.28 | $182.83 | $183.75 | 4.21M |
| Aug 19, 2026 | $195.04 | $195.50 | $184.51 | $186.45 | 5.74M |
| Aug 18, 2026 | $196.00 | $197.99 | $189.67 | $193.18 | 8.89M |
Latest ANET news
The latest Smart Investors Daily articles mentioning ANET.
Stock researchCompany · Overview
ANET research
Overview
Company profile and research snapshot.
Company profile
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $155.86
- Implied upside
- —
- Analysts
- 16
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 6, 2026 | Barclays | Overweight | — |
| Aug 5, 2026 | Wells Fargo | Overweight | — |
| Aug 5, 2026 | Piper Sandler | Overweight | — |
| Aug 5, 2026 | Truist Securities | Buy | — |
News briefing
Generated Sep 16, 2026, 3:04 PM
Why Is ANET Up Today? AI Networking Momentum and Leadership Praise Drive 2.61% Gain
Arista Networks gained $5.03 (2.61%) today, outperforming a broader market dip, as investor enthusiasm around the company's AI networking positioning and leadership capabilities continues to build. The stock is benefiting from renewed focus on its EOS platform and multi-year growth trajectory driven by artificial intelligence infrastructure demand.
Bottom line: Arista Networks is riding strong momentum from AI infrastructure tailwinds and positive analyst sentiment, with today's 2.61% gain reflecting investor confidence in management and the company's multi-year growth narrative. However, investors should monitor security issues, cash flow sustainability, and competitive dynamics, while recognizing that valuation may already reflect much of the bull case. Watch for upcoming earnings to confirm whether growth acceleration justifies current market enthusiasm.
Yahoo · Sep 15, 2026
Jim Cramer on Arista (ANET) CEO: “She Is Money and the Company’s Fantastic”
During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer’s confidence that Arista Networks, Inc. (NYSE:ANET) will not go down the same path as Ciena Corporation. He replied: Okay, so let me just tell you, Arista is up a lot this year. My confidence is with Jayshree Ullall. […]
ChartMill · Sep 15, 2026
Arista Networks (NYSE:ANET): High-Growth Leadership and Momentum in Focus
ANET screens well for CANSLIM growth, profitability, and leadership, but rich valuation and cooling trend demand strict risk controls.
SeekingAlpha · Sep 15, 2026
Arista Networks: AI Networking And EOS Drive Multi-Year Growth
Arista Networks' valuation at ~39x FY27 EPS is justified by strong earnings growth, operating leverage, and a favorable macro backdrop. See why ANET stock is a Buy.
AI research layers
Interpretive context generated from the platform’s current data sources.
Arista Networks Stock Performance
Arista Networks, Inc. has delivered a strong 41.89% return over the trailing twelve months, per SID market data, though near-term performance has been more mixed. Over the past month, ANET shares declined 7.76%, while the three-month return stands at a positive 15.05%, indicating recent volatility within a broader uptrend. At $192.84, the stock trades above both its 50-day moving average of $185.85 and its 200-day moving average of $155.15, according to Massive/Polygon technical data, confirming that the longer-term bullish trend structure remains intact. The 14-day RSI reading of 49.8 places the stock in neutral territory, suggesting neither overbought nor oversold conditions. ANET carries a beta of 1.444, indicating meaningfully higher volatility relative to the broader market. Average daily trading volume stands at approximately 8.88 million shares, supporting robust liquidity for the $168.1 billion market capitalization company.
Arista Networks Valuation Analysis
Arista Networks currently trades at a price-to-earnings ratio of 47.82, per SID market data, reflecting a significant premium relative to the broader Technology sector. The PEG ratio stands at 10.68, according to SEC filings and consensus growth estimates, indicating that the elevated earnings multiple is not fully justified by projected earnings growth rates alone. The stock's price-to-book ratio of 13.57 further underscores the premium investors are assigning to Arista's asset base, consistent with the capital-light, high-margin profile typical of networking software and hardware leaders. Arista does not pay a dividend, directing capital instead toward reinvestment and balance sheet strength. With a market capitalization of approximately $168.1 billion, the company ranks among the largest pure-play networking infrastructure firms globally. These valuation metrics collectively position ANET at the upper end of its peer group, reflecting expectations for sustained revenue and earnings expansion in cloud networking.
Smart Money Activity for ANET
Smart money indicators for Arista Networks present a bearish composite signal, with an overall smart money score of 33 out of 100, per SID market data. Institutional ownership activity scores a perfect 25 out of 25, reflecting robust accumulation by large fund managers according to 13F institutional filings. However, insider trading activity paints a contrasting picture, scoring 0 out of 25. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, comprising just 2 purchases against 18 sales, indicating a pronounced pattern of net insider disposition. Dark pool activity registers at 6.8 out of 25, suggesting below-average institutional buying interest through non-exchange venues. Congressional trading activity scores 0.8 out of 25, showing minimal legislative interest in the stock. The divergence between strong institutional accumulation and persistent insider selling creates a mixed signal, with the composite score leaning bearish due to the volume and consistency of insider sales activity during the recent quarter.
Arista Networks Earnings Outlook
Arista Networks has demonstrated a consistent pattern of exceeding analyst expectations across recent quarters, per company earnings reports. In the most recent reported quarter, ANET posted earnings per share of $1.02 against a consensus estimate of $0.86, delivering a positive surprise of $0.16, or approximately 18.6%. The prior quarter similarly beat expectations, with actual EPS of $0.87 versus the $0.79 estimate, a $0.08 upside surprise. The quarter ending in early 2026 also showed a beat, with $0.82 in actual EPS surpassing the $0.72 consensus by $0.10. For the upcoming quarter with results expected on February 16, 2026, analyst estimates project EPS of approximately $0.77, according to consensus data. The sustained cadence of earnings beats suggests the company has consistently managed expectations conservatively while executing above consensus, a trend investors will monitor as the next reporting date approaches.
Wall Street Analyst Ratings for ANET
Wall Street consensus on Arista Networks remains decisively bullish, with recent analyst activity uniformly favoring buy-equivalent ratings, according to SID consensus data. On September 1, 2026, Deutsche Bank initiated coverage with a Buy rating, upgrading from a prior Hold stance, marking a notable shift in sentiment from the firm. Following the August earnings release, Barclays maintained its Overweight rating on August 6, while Wells Fargo and Piper Sandler both reiterated Overweight ratings on August 5, per Wall Street analyst reports. Truist Securities also maintained its Buy rating on August 5. Across these five most recent analyst actions, all five carry buy-equivalent designations, with zero Hold or Sell ratings represented. The cluster of reiterations immediately following the earnings report, where ANET beat estimates by $0.16 per share, suggests that the results reinforced existing bullish theses. Deutsche Bank's fresh initiation at Buy further broadened the base of institutional sponsorship for the stock among sell-side research teams.
