Arista Networks Inc. ($ANET) Stock Forecast: Up 6.7% Today

What is Arista Networks Inc.?

Arista Networks (ANET) is a company specializing in cloud networking solutions and is recognized for its significant market share. The stock displayed notable bullish activity today.

Why is Arista Networks Inc. going up?

ANET stock is up 6.7% on Jan 15, 2026 18:06

• Analysts have expressed optimism about Arista Networks (ANET), with upgrades and consistent Buy ratings, pointing to a positive outlook for 2026 marked by increased AI exposure and enterprise investments.
• Currently, the stock is situated at a crucial technical support level, and a successful defense of this level may result in a retest of higher price levels.
• The favorable sentiment towards ANET is reinforced by Piper Sandler's strong projections for the upcoming year, highlighting hyperscaler and AI exposure as principal growth catalysts.
• ANET's overall bullish performance can be linked to encouraging analyst evaluations, the company's strategic position in AI and cloud networking, and the anticipated success of the "Year of Refresh" in 2026.

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ANET Technical Analysis

ANET News

This is What Analysts Think About Arista Networks (ANET)

Arista Networks (ANET) has received updated ratings and price targets from several analyst firms. Piper Sandler upgraded ANET to Overweight with a $159 price target, citing its position for a "Year of Refresh" with growing AI exposure and enterprise investment. Melius Research maintained a Buy rating with a $200 price target, while Morgan Stanley reaffirmed an Overweight rating but cut its price target to $159, noting a broadening AI trade for infrastructure names.

https://www.insidermonkey.com/blog/this-is-what-analysts-think-about-arista-networks-anet-1675068/

This is What Analysts Think About Arista Networks (ANET)

Arista Networks (ANET) is considered a top long-term growth stock by hedge funds, with recent analyst upgrades and maintained Buy ratings, despite some price target adjustments. Piper Sandler sees 2026 as a "Year of Refresh" for ANET, citing growing hyperscaler and AI exposure, enterprise investment, and a conservative setup. The company develops cloud networking solutions and is seen as holding market share and benefiting from lagged capex trends.

https://finviz.com/news/277798/this-is-what-analysts-think-about-arista-networks-anet

Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?

Cisco (CSCO) shares have increased by 7.7% in the last three months, outperforming its sector and peers, primarily due to an aggressive push into AI and growing dominance in security. The company anticipates strong growth in fiscal 2026, with significant AI infrastructure revenues and robust demand for networking solutions. Analysts project continued revenue and earnings growth for fiscal 2026, driven by an expanding portfolio and strategic AI partnerships.

https://www.theglobeandmail.com/investing/markets/stocks/CSCO/pressreleases/37064888/cisco-stock-rises-8-in-3-months-will-the-rally-continue-in-2026/

Cisco Stock Rises 8% in 3 Months: Will the Rally Continue in 2026?

Cisco Systems (CSCO) stock has risen 7.7% in the past three months, outperforming its peers due to its aggressive AI push and expanding security footprint. The company projects significant AI infrastructure revenues and strong networking growth, supported by partnerships with NVIDIA. Cisco's positive guidance for Q2 and fiscal 2026, driven by its expanding portfolio and AI initiatives, suggests continued strong performance and makes it a Zacks Rank #2 (Buy) stock.

https://www.theglobeandmail.com/investing/markets/stocks/HPE/pressreleases/37064888/cisco-stock-rises-8-in-3-months-will-the-rally-continue-in-2026/

Arista Networks stock: Support zone test could define next major move

Arista Networks (ANET) is at a critical technical support level of $119.78, which has proven reliable throughout 2025. The stock, currently at $125.06 after a peak of $165, could see a significant move depending on whether this support holds. A successful defense of this level could lead to a retest of the $140-145 range, while a break below it could send ANET to $106.88.

https://www.fxstreet.com/news/arista-networks-stock-support-zone-test-could-define-next-major-move-202601151454

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Arista Networks Inc. Price History

07.00.2026 - ANET Stock was down 5.0%

• Park Avenue Securities LLC boosted its holding in Arista Networks, Inc., signaling confidence in the company's future prospects. Nevertheless, the downward trend could be linked to insiders selling shares, as evidenced by Charles Giancarlo's disposal of 8,000 shares.
• Notwithstanding the insider sales, notable institutions like Norges Bank and Nordea have accrued sizable stakes in Arista Networks, demonstrating institutional faith in the company's growth potential.
• Investor sentiment surrounding networking firms such as Arista Networks and Juniper Networks is divided, with considerations like AI infrastructure demand, telecom expenditure, and potential acquisition rumors being weighed. This ambiguity might have played a role in the stock's decline today.

15.00.2026 - ANET Stock was up 5.8%

• ANET's stock price is currently at a critical support level of $119.78, with potential for a significant move based on this level holding or breaking.
• Despite significant institutional and insider selling, ANET continues to receive positive analyst sentiment with a "Moderate Buy" consensus rating and an average price target of $164.44.
• Recent developments such as a Piper Sandler upgrade and a collaboration with Fortinet on AI infrastructure solutions have bolstered ANET's position in the market.
• The bullish movement could be attributed to increased business visibility from enterprise IT spending, demand from AI customers, and positive analyst outlook, despite risks related to competition and customer concentration.

15.00.2026 - ANET Stock was up 6.7%

• Analysts have expressed optimism about Arista Networks (ANET), with upgrades and consistent Buy ratings, pointing to a positive outlook for 2026 marked by increased AI exposure and enterprise investments.
• Currently, the stock is situated at a crucial technical support level, and a successful defense of this level may result in a retest of higher price levels.
• The favorable sentiment towards ANET is reinforced by Piper Sandler's strong projections for the upcoming year, highlighting hyperscaler and AI exposure as principal growth catalysts.
• ANET's overall bullish performance can be linked to encouraging analyst evaluations, the company's strategic position in AI and cloud networking, and the anticipated success of the "Year of Refresh" in 2026.

05.00.2026 - ANET Stock was down 1.8%

• Certain institutions recently acquired new positions in Arista Networks during the third quarter, indicating growing interest in the company. However, insiders have been selling shares.
• An upgrade from Neutral to Overweight by Piper Sandler and a raised price target for Arista Networks did not have the expected positive impact on the stock as per market reaction.
• Observations about Cisco Systems Inc.'s strategic shift towards software and cybersecurity may have diverted attention from companies like Arista Networks, possibly influencing the bearish movement in ANET's stock price.
• Despite a strong financial standing and favorable analyst ratings, Arista Networks might be encountering increased competition and changing investor preferences, which could be contributing to the current bearish market movement.

13.00.2026 - ANET Stock was up 5.1%

• Two prominent investment management firms adjusted their holdings in ANET, with one reducing its stake and the other cutting holdings by a substantial percentage. This mixed activity from institutional investors could have initially caused some uncertainty in the market.
• Despite an increase in short interest, ANET's short interest remains relatively low compared to its peers, suggesting that while some traders may be betting against the stock, the overall sentiment is not overwhelmingly negative.
• ANET's positive financial performance, with Q3 earnings surpassing estimates and year-over-year revenue growth, likely contributed to the bullish movement. Additionally, the company's crucial role in AI and cloud infrastructure, high-margin business model, and momentum in the tech sector have garnered attention from Wall Street, contrasting it with its competitor, Cisco Systems.
• Cisco Systems experienced a slight decline in stock price due to external factors, which may have indirectly benefited ANET by diverting investor attention. ANET's focus on cloud networking solutions and its promotion of AI innovation could have positioned it favorably in the market amidst these external uncertainties.

13.00.2026 - ANET Stock was up 5.1%

• The bullish movement in ANET's stock is likely linked to the favorable market sentiment surrounding its advanced switch lineup, particularly the recently introduced 710HXP and R4 Series switches meant to improve performance in crucial sectors like AI and cloud technology.
• The record-high stock price of KLA Corporation, a semiconductor equipment firm, could have contributed to the overall positive mood in the tech industry, indirectly benefiting ANET.
• ANET's strong performance compared to competitors such as Cisco and HPE might have further bolstered investor confidence in the company's growth potential.
• A comparative analysis between ANET and CommScope Holding Company (COMM) may have also reinforced ANET's standing as a preferred investment option due to its consistent growth, market presence, and superior Zacks Rank.

19.11.2025 - ANET Stock was up 5.1%

• A notable investment management firm increased its holdings in Arista Networks, displaying strong confidence in the company's future growth.
• Arista Networks experienced daily gains, possibly linked to favorable quarterly results and the launch of new AI-based networking solutions, despite lagging behind competitors on a particular day.
• Analysts have issued a "Moderate Buy" rating for the company, highlighting its solid performance and promising growth prospects amid concerns related to valuation and competitive landscape.
• The positive momentum in Arista Networks' stock may be attributed to the optimistic outlook in the networking sector, especially towards AI-driven solutions. Additionally, news of a security vulnerability impacting a competitor might have indirectly contributed to Arista Networks' stock performance.

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.

08.00.2026 - ANET Stock was down 5.0%

• The downward trajectory of ANET's performance today is possibly linked to the recent insider selling activities conducted by the CEO and Director, prompting concerns among investors regarding the company's future outlook.
• Despite noteworthy developments such as increased holdings from institutional investors like WD Rutherford LLC and Spire Wealth Management in ANET, the prevailing market sentiment might have been influenced by the insider selling.
• Furthermore, discussions about exploring alternative AI stocks with higher growth potential by ClearBridge Large Cap Growth Strategy could have steered some investor attention away from ANET, contributing to the downward movement.
• In essence, the conflicting signals from insider selling, institutional investments, and potential sector competition could have collectively contributed to the bearish trend observed in ANET today.

08.00.2026 - ANET Stock was down 5.0%

• The bearish movement in ANET today could be attributed to the significant insider selling activity by the CEO and Director, which might have raised concerns among investors about the company's future prospects.
• Despite the positive Q3 earnings results and strong revenue growth, the stock might have been impacted by institutional investors adjusting their positions in ANET, potentially signaling a shift in market sentiment.
• The overall market sentiment towards Arista Networks seems mixed, with institutional ownership high and analysts generally rating the stock as a "Moderate Buy," but with some suggesting exploring other AI stocks for greater upside potential.
• The bullish outlook for DTE Energy (DTE) securing a major data center agreement could have also diverted investor attention away from ANET, contributing to the bearish movement in the stock today.