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
NYSE · ANET
Arista Networks, Inc.
Technology · Computer Hardware
$192.84
Up+$5.03 (+2.68%)
Updated Sep 16, 2026, 11:00 AM
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 15, 2026, 9:02 PM
Why Is ANET Up Today?
Arista Networks gained 2.68% today as the networking infrastructure company continues to attract investor attention amid strong AI-driven demand tailwinds. Multiple analyst features and positive commentary on management underscore the market's confidence in ANET's positioning within the broader AI buildout opportunity.
Bottom line: ANET's 2.68% gain reflects sustained investor enthusiasm around its AI networking leadership and cash flow improvement, with endorsements from prominent analysts and media figures supporting the narrative. However, emerging security challenges and elevated investor expectations create execution risks that warrant monitoring. Investors should track quarterly guidance, AI adoption metrics, and competitive positioning as key factors determining whether ANET can sustain its momentum.
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 shares currently trade at $187.81, reflecting a 7.76% decline over the past month but maintaining a robust 41.89% gain over the trailing twelve months, per SID market data. The stock has also posted a 15.05% advance over the past three months, indicating resilience despite short-term weakness. ANET currently sits just above its 50-day moving average of $185.85 and well above its 200-day moving average of $155.15, suggesting the longer-term uptrend remains intact. The 14-day relative strength index reads 49.8, placing the stock in neutral territory with no overbought or oversold signals. Average daily trading volume stands at approximately 8.88 million shares, according to Massive/Polygon data. The stock carries a beta of 1.444, indicating meaningfully higher volatility relative to the broader market. Arista's market capitalization currently stands at approximately $168.1 billion.
Arista Networks Valuation Analysis
Arista Networks trades at a price-to-earnings ratio of 47.82, a significant premium relative to broader market averages, reflecting the market's pricing of the company's growth trajectory in cloud networking infrastructure. The PEG ratio stands at 10.68, per SID market data, suggesting the current earnings multiple is elevated even when adjusted for anticipated growth rates. The price-to-book ratio registers at 13.57, according to SEC filings, indicating investors are paying a substantial premium over the company's net asset value. Arista does not pay a dividend, consistent with its strategy of reinvesting earnings into research, development, and business expansion within the technology sector. These valuation metrics position ANET at the higher end of networking equipment peers, though the premium partially reflects the company's dominant positioning in data center switching and its exposure to AI-driven infrastructure spending trends that continue to accelerate across hyperscale cloud customers.
Smart Money Activity for ANET
Arista Networks registers a smart money score of 33 out of 100, generating a bearish signal according to SID market data. The composite score reflects divergent activity across institutional and insider channels. Institutional positioning scores a perfect 25 out of 25, indicating strong fund-level conviction and sustained accumulation among large asset managers per 13F institutional filings. However, insider activity presents a contrasting picture, scoring 0 out of 25. Over the past 90 days, SEC Form 4 filings reveal 20 insider transactions, comprising just 2 purchases against 18 sales, representing a pronounced selling imbalance among company executives and directors. Dark pool activity scores 6.8 out of 25, suggesting below-average off-exchange institutional buying interest. Congressional trading activity registers at a minimal 0.8 out of 25. The stark divergence between institutional accumulation and persistent insider selling creates a mixed signal that warrants close monitoring, as insiders may be exercising options or diversifying concentrated holdings rather than expressing directional views.
Arista Networks Earnings Outlook
Arista Networks has demonstrated a consistent pattern of exceeding analyst expectations across recent quarters. In the most recently reported quarter, the company posted earnings per share of $1.02 against a consensus estimate of $0.86, delivering an upside surprise of $0.16, or approximately 18.6%, according to company earnings reports. The prior quarter saw EPS of $0.87 versus a $0.79 estimate, representing a $0.08 positive surprise. The quarter ending in early 2026 produced EPS of $0.82 against expectations of $0.72, a $0.10 beat. Looking ahead, analyst estimates project EPS of $0.77 for the upcoming reporting period scheduled for February 2026, per consensus data. The sequential growth trend from $0.72 estimated to $1.02 actual over recent quarters underscores accelerating earnings momentum. Arista's next earnings report is anticipated on August 4, 2026, where continued beat expectations will be closely scrutinized by investors.
Wall Street Analyst Ratings for ANET
Wall Street consensus on Arista Networks remains decisively bullish, with recent analyst actions uniformly affirming positive outlooks. Deutsche Bank initiated coverage on September 1, 2026, with a Buy rating, upgrading from a prior Hold stance, representing a notable sentiment shift from the firm, per Wall Street analyst reports. Barclays maintained its Overweight rating on August 6, 2026, reaffirming confidence following the company's latest earnings report. Wells Fargo and Piper Sandler both reiterated Overweight ratings on August 5, 2026, while Truist Securities maintained its Buy recommendation on the same date. Across these five most recent actions tracked by SID consensus data, there are zero downgrades or neutral initiations, reflecting uniform bullish conviction among covering analysts. The concentration of maintained positive ratings following Arista's earnings beat of $1.02 versus the $0.86 estimate suggests the fundamental thesis around AI-driven networking demand remains firmly supported by institutional research desks across major Wall Street firms.
