Arista Networks Inc. ($ANET) Stock Forecast: Down 7.6% Today

What is Arista Networks Inc.?

Asset Arista Networks (ANET) is a technology company specializing in data center and campus networking solutions. The company has recently introduced innovative technologies such as the Virtual Ethernet Segment with Proxy ARP (VESPA) architecture and enhanced AI capabilities through its AVA platform.

Why is Arista Networks Inc. going down?

ANET stock is down 7.6% on Dec 12, 2025 19:47

• The bearish movement in Arista Networks' stock today could be attributed to the increasing competition in the Ethernet switch market, particularly from a key player that has seen significant revenue growth and market share gains in this sector.
• Despite positive performance indicators, as well as favorable analyst recommendations, investors may be concerned about Arista's competitive positioning amidst industry competition.
• Market trends towards a cloud-driven, subscription-based model by another networking company may also be affecting Arista's stock performance, prompting investors to consider the broader implications on networking firms.
• The evaluation of Arista's worth following the introduction of new networking technologies may have prompted some profit-taking among investors, raising questions about the sustainability of the company's growth and its valuation relative to industry peers.

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ANET Technical Analysis

ANET News

Arista wants to bring data center connectivity & resiliency to campus networks

Arista Networks is extending its data center networking principles to campus networks with its new Virtual Ethernet Segment with Proxy ARP (VESPA) architecture. VESPA aims to provide seamless, resilient roaming for large-scale campus environments by using a controller-less Wi-Fi system. Additionally, Arista has enhanced its Autonomous Virtual Assist (AVA) platform with agentic AI capabilities to automate network operations tasks, leveraging its extensive network data lake and unified EOS operating framework.

https://www.sdxcentral.com/news/arista-wants-to-bring-data-center-connectivity-resiliency-to-campus-networks/

Arista Networks (ANET): New Buy Recommendation for This Technology Giant

Mizuho Securities maintained a Buy rating on Arista Networks (ANET) with a $175.00 price target. This recommendation follows Arista Networks' latest earnings report, showing a quarterly revenue of $2.31 billion and a net profit of $853 million, significantly up from the previous year. Evercore ISI also reiterated its Buy rating and $175.00 price target, highlighting strong growth and profitability.

https://www.theglobeandmail.com/investing/markets/stocks/ANET/pressreleases/36592862/arista-networks-anet-new-buy-recommendation-for-this-technology-giant/

Nvidia storms Ethernet switch market in challenge to Cisco, Arista

Nvidia has rapidly emerged as a significant player in the Ethernet switch market, challenging established leaders like Cisco and Arista Networks, with its Spectrum-X offerings driving a 167.7% year-over-year revenue increase in Q3 to $1 billion. This surge has given Nvidia 11.6% of the data center Ethernet switch market, fueled by the exploding demand for AI infrastructure. While Arista continues to grow its market share, Cisco's data center segment growth is slower, and the company is navigating competitive pressures and integrations in the market.

https://www.sdxcentral.com/news/nvidia-storms-ethernet-switch-market-in-challenge-to-cisco-arista/

Should Extreme Networks’ Shift to Platform ONE and Recurring Cloud Revenue Require Action From EXTR Investors?

Extreme Networks (EXTR) is transitioning from a hardware-centric model to a cloud-driven, subscription-based Platform ONE, aiming to expand recurring revenue and improve earnings quality. Analysts are optimistic about this shift, citing growing cloud adoption and network upgrade cycles, which Extreme Networks hopes will deepen customer relationships and stabilize revenue. While Q1 2026 results show early financial traction, investors should remain aware of execution risks in scaling new models and competition from larger networking vendors.

https://simplywall.st/stocks/us/tech/nasdaq-extr/extreme-networks/news/should-extreme-networks-shift-to-platform-one-and-recurring

Arista Networks (ANET): Assessing Valuation After New VESPA and AVA AI Networking Launches

Arista Networks (ANET) has launched new campus and industrial networking tech, including VESPA architecture and upgraded AVA agentic AI, leading investors to reassess its long-term growth potential. Despite a recent volatile period, the company has shown solid share price returns, driven by its AI networking initiatives. While a valuation narrative suggests ANET is 18.1% undervalued with a fair value of $164.08, its P/E multiple appears high compared to peers and the US Communications average, raising questions about whether its growth can sustain this premium.

https://simplywall.st/stocks/us/tech/nyse-anet/arista-networks/news/arista-networks-anet-assessing-valuation-after-new-vespa-and

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Arista Networks Inc. Price History

05.10.2025 - ANET Stock was down 7.0%

• Despite surpassing earnings and revenue projections for the third quarter, Arista Networks (ANET) witnessed a significant downward trend in the stock market.
• The market response could be attributed to investors selling off shares to secure profits following a period of notable company performance.
• Concerns regarding the company's future growth prospects may have prompted investors to divest from Arista Networks' stock.
• The downturn in stock value might also be influenced by general market conditions or industry-specific challenges impacting the networking sector.

13.09.2025 - ANET Stock was down 6.2%

• Arista Networks' stock declined following the release of its financial results for the quarter ended Sept. 30, which may have fallen short of investors' expectations.
• While the company has a track record of surpassing earnings expectations, concerns about its future performance may have dampened market sentiment.
• Despite positive recommendations from financial analysts, these may not have been sufficient to offset the negative sentiment surrounding the stock.
• The downward trend in AI infrastructure stocks' market interest could have contributed to the bearish movement, with investors potentially reallocating their investments to other companies in the same industry.

14.09.2025 - ANET Stock was down 6.3%

• Bullish options trends were noticed among investors, but ANET saw a notable decline, potentially linked to profit-taking or unforeseen market conditions.
• Despite being recommended as a final trade by a senior managing director, uncertainty surrounding the upcoming financial results may have led to investor hesitancy and subsequent selling pressure, causing the stock price to drop.
• The divergence between optimistic options trading sentiment and the actual stock performance implies that external factors and market dynamics likely influenced ANET's bearish movement for the day.

12.11.2025 - ANET Stock was down 7.6%

• The bearish movement in Arista Networks' stock today could be attributed to the increasing competition in the Ethernet switch market, particularly from a key player that has seen significant revenue growth and market share gains in this sector.
• Despite positive performance indicators, as well as favorable analyst recommendations, investors may be concerned about Arista's competitive positioning amidst industry competition.
• Market trends towards a cloud-driven, subscription-based model by another networking company may also be affecting Arista's stock performance, prompting investors to consider the broader implications on networking firms.
• The evaluation of Arista's worth following the introduction of new networking technologies may have prompted some profit-taking among investors, raising questions about the sustainability of the company's growth and its valuation relative to industry peers.

12.11.2025 - ANET Stock was down 7.6%

• The bearish movement in ANET's stock price could be attributed to the fierce competition in the Ethernet switch market, particularly with a competitor making significant strides and challenging established leaders like Cisco and Arista Networks. This increased competition may have raised concerns among investors about Arista's market share and future growth prospects.
• Despite positive developments such as the launch of a new architecture and an enhanced platform, investors might be cautious due to the company's high P/E multiple compared to peers and questions surrounding the sustainability of its premium growth.
• The transition of another company to a cloud-driven, subscription-based model could also be impacting ANET's stock performance, as investors assess the shifting dynamics in the networking industry and the potential implications for Arista's competitive position.
• Overall, the bearish movement in ANET's stock today reflects a combination of increased competition, valuation concerns, and broader industry trends that are influencing investor sentiment towards the company.

12.11.2025 - ANET Stock was down 5.6%

• Despite receiving favorable views from analysts and demonstrating robust financial performance, Arista Networks encountered a bearish market shift, possibly influenced by heightened competition from Nvidia in Ethernet switch market.
• Nvidia's notable growth in revenue and market share within the data center Ethernet switch sector might have raised apprehensions among stakeholders regarding Arista's competitive stance and growth opportunities.
• Furthermore, despite Arista Networks' endeavors in AI networking advancements and product innovations to enhance AI applications, concerns over the company's valuation and elevated P/E ratio relative to peers may have contributed to investor pessimism.
• In essence, the downturn in Arista Networks' stock today may be linked to escalating competitive pressures, valuation uncertainties, and potential hurdles in sustaining its market standing amidst industry changes.

14.09.2025 - ANET Stock was down 12.4%

• ANET's stock witnessed a significant decline of 4.33%.
• Potential uncertainty and profit-taking among investors may be linked to the imminent release of financial results for the quarter ending Sept. 30.
• While ANET has a track record of surpassing earnings expectations, concerns may arise regarding its performance in the upcoming quarterly report.
• The company's underperformance relative to the broader market may have contributed to the downward movement in its stock price.

11.11.2025 - ANET Stock was down 0.6%

• The competition from a competitor expanding its services seems to have raised concerns among investors, impacting Arista Networks' stock negatively.
• The comparison with another company as a hybrid cloud stock for 2026 might have influenced investor sentiment, with the other company appearing more attractive from a valuation perspective in the near term.
• The unveiling of Arista's new advancements in campus mobility and AI Ops, while impressive, may not have been enough to offset the broader market sentiment and competitive pressures.
• Overall, the bearish movement in ANET's stock today could be attributed to a combination of increased competition, valuation comparisons, and general market trends affecting tech stocks.

21.10.2025 - ANET Stock was down 8.8%

• The bearish movement in ANET today could be attributed to profit-taking by investors after a prolonged period of outperformance.
• Market sentiment may have shifted due to concerns over the company's future growth prospects or industry headwinds.
• It's possible that broader market conditions or sector-specific news negatively impacted ANET's stock price today.

23.09.2025 - ANET Stock was up 5.8%

• ANET stock price closed at $146.48, showing a +2.36% increase from the previous day.
• The positive movement may be linked to strong financial performance or favorable market sentiment towards the tech sector.
• Investors seem optimistic about ANET's growth prospects and its potential to surpass market expectations.
• The bullish trend indicates investor confidence in ANET's business model and future potential, leading to a rise in the stock price.

23.09.2025 - ANET Stock was up 5.8%

• Analysts on Wall Street hold a bullish view on Arista Networks (ANET), with an average brokerage recommendation corresponding to a Buy.
• ANET outperformed the market by closing at $146.48, showing a +2.36% increase compared to the previous day's close.
• The positive recommendations from analysts and the strong market performance suggest that investors are optimistic about ANET's future prospects, leading to a rise in the stock price.
• The bullish movement in ANET could be attributed to the positive overall sentiment towards the company's innovative networking solutions and its growth potential in the data center and cloud computing sectors.

31.09.2025 - ANET Stock was down 3.0%

• Despite a strong performance over the past 10 years with impressive average annual returns, Arista Networks encountered a bearish movement today.
• The positive outlook on bullish options and earnings growth for ANET did not deter the bearish trend witnessed in the stock.
• Investor profit-taking, potentially fueled by substantial gains from long-term investments in ANET, may have contributed to the bearish movement.
• Although the stock had outperformed the market in the previous trading session, this did not translate into sustained positive momentum, resulting in today's bearish movement.