Q2 EPS Estimates for Arista Networks Cut by William Blair

Arista Networks, Inc. (NYSE:ANET) – Analysts at William Blair dropped their Q2 2025 EPS estimates for Arista Networks in a report issued on Wednesday, February 19th. William Blair analyst S. Naji now forecasts that the technology company will post earnings per share of $0.53 for the quarter, down from their prior estimate of $0.54. The consensus estimate for Arista Networks’ current full-year earnings is $2.19 per share. William Blair also issued estimates for Arista Networks’ Q3 2025 earnings at $0.54 EPS and FY2026 earnings at $2.52 EPS.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, February 18th. The technology company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.02. Arista Networks had a net margin of 40.72% and a return on equity of 29.91%. The firm had revenue of $1.93 billion for the quarter, compared to the consensus estimate of $1.90 billion.

A number of other research firms have also recently commented on ANET. Evercore ISI increased their target price on shares of Arista Networks from $110.00 to $130.00 and gave the company an “outperform” rating in a research report on Friday, January 17th. Wells Fargo & Company increased their target price on shares of Arista Networks from $115.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, February 19th. Barclays raised their price target on shares of Arista Networks from $125.00 to $126.00 and gave the stock an “overweight” rating in a report on Wednesday, February 19th. Rosenblatt Securities reaffirmed a “sell” rating and issued a $80.00 price target on shares of Arista Networks in a report on Tuesday, February 18th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $108.00 price target (up previously from $106.00) on shares of Arista Networks in a report on Wednesday, February 19th. One equities research analyst has rated the stock with a sell rating, three have assigned a hold rating and twelve have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $113.79.

Arista Networks Stock Down 4.9 %

NYSE:ANET opened at $98.31 on Monday. Arista Networks has a 52 week low of $60.08 and a 52 week high of $133.57. The firm has a 50 day moving average of $113.66 and a 200 day moving average of $102.01. The stock has a market capitalization of $123.97 billion, a price-to-earnings ratio of 44.28, a PEG ratio of 3.27 and a beta of 1.09.

Institutional Investors Weigh In On Arista Networks

A number of institutional investors and hedge funds have recently made changes to their positions in ANET. Foundations Investment Advisors LLC raised its stake in shares of Arista Networks by 5.0% in the 3rd quarter. Foundations Investment Advisors LLC now owns 653 shares of the technology company’s stock valued at $251,000 after acquiring an additional 31 shares during the period. Private Advisor Group LLC raised its stake in shares of Arista Networks by 14.4% in the 3rd quarter. Private Advisor Group LLC now owns 14,868 shares of the technology company’s stock valued at $5,706,000 after acquiring an additional 1,867 shares during the period. Ballentine Partners LLC raised its stake in shares of Arista Networks by 5.4% in the 3rd quarter. Ballentine Partners LLC now owns 2,543 shares of the technology company’s stock valued at $976,000 after acquiring an additional 130 shares during the period. Highland Capital Management LLC purchased a new stake in shares of Arista Networks in the 3rd quarter valued at approximately $2,180,000. Finally, Louisiana State Employees Retirement System grew its holdings in shares of Arista Networks by 0.7% in the third quarter. Louisiana State Employees Retirement System now owns 14,500 shares of the technology company’s stock valued at $5,565,000 after purchasing an additional 100 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Arista Networks

In other Arista Networks news, insider John F. Mccool sold 288 shares of Arista Networks stock in a transaction dated Monday, December 9th. The shares were sold at an average price of $108.70, for a total transaction of $31,305.60. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Kelly Bodnar Battles sold 1,488 shares of Arista Networks stock in a transaction dated Friday, February 14th. The stock was sold at an average price of $107.13, for a total transaction of $159,409.44. Following the transaction, the director now directly owns 8,128 shares in the company, valued at $870,752.64. This trade represents a 15.47 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 260,056 shares of company stock valued at $30,225,623. Corporate insiders own 3.54% of the company’s stock.

Arista Networks Company Profile

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.