ARISTA NETWORKS INC (ANET) Forecast, Price Target & Analyst Ratings
NYSE:ANET • US0404132054
138.69 USD
-0.93 (-0.67%)
Last: Mar 11, 2026, 03:08 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARISTA NETWORKS INC (ANET).
Forecast Snapshot
Consensus Price Target
$176.22
+ 27.06% Upside
Next Earnings Forecast
Release DateMay 4, 2026
PeriodQ1 / 2026
EPS Estimate$0.82
Revenue Estimate2.664B
ChartMill Buy Consensus
82.50%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$176.22
Upside
+ 27.06%
From current price of $138.69 to mean target of $176.22, Based on 32 analyst forecasts
Low
$141.40
Median
$178.50
High
$210.00
Price Target Revisions
1 Month
6.07%
3 Months
6.07%
Price Target Summary
32 Wall Street analysts provided a forecast for the next 12 months for ANET. The average price target is 176.22 USD. This implies a price increase of 27.06% is expected in the next year compared to the current price of 138.69.
The average price target has been revised upward by 6.07% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
82.50%
ANET was analyzed by 32 analysts. The buy percentage consensus is at 83. So analysts seem to be very confident about ANET.
In the previous month the buy percentage consensus was at a similar level.
ANET was analyzed by 32 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-18 | Needham | Reiterate | Buy -> Buy |
| 2026-02-13 | Needham | Maintains | Buy -> Buy |
| 2026-02-13 | Keybanc | Maintains | Overweight -> Overweight |
| 2026-02-13 | Rosenblatt | Maintains | Neutral -> Neutral |
| 2026-02-13 | Barclays | Maintains | Overweight -> Overweight |
| 2026-02-13 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-13 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2026-02-13 | Goldman Sachs | Maintains | Buy -> Buy |
| 2026-02-13 | Piper Sandler | Reiterate | Overweight -> Overweight |
| 2026-02-10 | Rosenblatt | Maintains | Neutral -> Neutral |
| 2026-01-05 | Piper Sandler | Upgrade | Neutral -> Overweight |
| 2025-12-17 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-11-24 | Rosenblatt | Maintains | Neutral -> Neutral |
| 2025-11-05 | Rosenblatt | Maintains | Neutral -> Neutral |
| 2025-11-05 | Barclays | Maintains | Overweight -> Overweight |
| 2025-11-05 | Piper Sandler | Reiterate | Neutral -> Neutral |
| 2025-10-10 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-09-16 | Needham | Maintains | Buy -> Buy |
| 2025-09-12 | Melius Research | Maintains | Buy -> Buy |
| 2025-09-12 | Wolfe Research | Maintains | Outperform -> Outperform |
| 2025-09-12 | Rosenblatt | Maintains | Neutral -> Neutral |
| 2025-09-12 | Barclays | Maintains | Overweight -> Overweight |
| 2025-09-12 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-09-12 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-09-12 | JP Morgan | Maintains | Overweight -> Overweight |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 4, 2026
PeriodQ1 / 2026
EPS Estimate$0.82
Revenue Estimate2.664B
Revenue Q2Q32.88%
EPS Q2Q26.19%
Number of Analysts21
Next Earnings Revisions
Revenue (1 Month)
6.69%
Revenue (3 Months)
7.07%
EPS (1 Month)
6.85%
EPS (3 Months)
6.76%
Next Earnings Summary
ANET is expected to report earnings on 5/4/2026. The consensus EPS estimate for the next earnings is 0.82 USD and the consensus revenue estimate is 2.66B USD.
The next earnings revenue estimate has been revised upward by 7.07% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 5.86B 33.75% | 7.003B 19.50% | 9.006B 28.60% | 11.598B 28.79% | 14.045B 21.10% | 17.246B 22.79% | 19.164B 11.12% | 22.805B 19.00% | |
| EBITDA YoY % growth | 2.328B 46.43% | 3.007B 29.16% | 3.929B 30.67% | 5.51B 40.25% | 6.795B 23.32% | 8.2B 20.68% | 9.645B 17.62% | 11.31B 17.26% | |
| EBIT YoY % growth | 2.257B 47.81% | 2.945B 30.45% | 3.856B 30.95% | 5.311B 37.73% | 6.52B 22.76% | 7.958B 22.06% | 8.466B 6.38% | 9.894B 16.87% | |
| Operating Margin | 38.52% | 42.05% | 42.82% | 45.79% | 46.42% | 46.14% | 44.18% | 43.39% | |
| EPS YoY % growth | 1.73 51.09% | 2.27 31.36% | 2.95 29.81% | 3.58 21.51% | 4.32 20.49% | 5.31 23.05% | 6.40 20.33% | 7.67 19.94% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.82 26.19% | 0.87 18.68% | 0.88 17.36% | 0.91 11.34% | 0.94 15.11% | 0.98 13.36% | 1.03 17.37% | 1.08 18.43% | 1.07 13.43% | 1.12 14.24% | 1.18 14.53% |
| Revenue Q2Q % growth | 2.664B 32.88% | 2.825B 28.13% | 2.871B 24.38% | 2.999B 20.55% | 3.046B 14.34% | 3.191B 12.96% | 3.326B 15.85% | 3.479B 16.01% | 3.465B 13.76% | 3.655B 14.54% | 3.791B 13.98% |
| EBITDA Q2Q % growth | 1.254B 43.71% | 1.334B 31.71% | 1.357B 32.00% | 1.375B 24.38% | 1.399B 11.56% | 1.45B 8.70% | 1.501B 10.61% | 1.501B 9.16% | N/A | N/A | N/A |
| EBIT Q2Q % growth | 1.23B 43.22% | 1.307B 32.53% | 1.339B 36.88% | 1.394B 34.96% | 1.419B 15.37% | 1.48B 13.24% | 1.561B 16.58% | 1.637B 17.43% | N/A | N/A | N/A |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
21.68%
EPS Next 5 Year
21.06%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
23.89%
Revenue Next 5 Year
20.25%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
23.95%
EBIT Next 5 Year
21.30%
ARISTA NETWORKS INC / ANET Forecast FAQ
What is the average price target for ARISTA NETWORKS INC (ANET) stock?
32 analysts have analysed ANET and the average price target is 176.22 USD. This implies a price increase of 27.06% is expected in the next year compared to the current price of 138.69.
When does ARISTA NETWORKS INC (ANET) report earnings?
ARISTA NETWORKS INC (ANET) will report earnings on 2026-05-04, after the market close.
What are the consensus estimates for ANET stock next earnings?
The consensus EPS estimate for the next earnings of ARISTA NETWORKS INC (ANET) is 0.82 USD and the consensus revenue estimate is 2.66B USD.
What is the consensus rating for ANET stock?
The consensus rating for ARISTA NETWORKS INC (ANET) is 82.5 / 100 . This indicates that analysts generally have a positive outlook on the stock.