ANET Stock Analysis: Buy, Sell, or Hold?
ANET - Arista Networks
$141.74
-6.41 (-4.33%)
▼
HOLD
MODERATE Confidence
Last Updated: January 30, 2026
Earnings: Feb 12, 2026
11d
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4 traders called ANET this week
100% bullish • 0 bearish
100% bullish • 0 bearish
Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: ANET is fairly valued with market pricing in 4.7% annual growth. Fine to hold or accumulate slowly on dips.
📊 HOLD: ANET is fairly valued with market pricing in 4.7% annual growth. Fine to hold or accumulate slowly on dips.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$136.89
Based on 10.4% avg growth
INTRINSIC VALUE TODAY
$85.00
Trading above fair value
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 25.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: ANET is currently trading at $141.74, which is considered extended relative to its 30-day fair value range of $126.13 to $140.62. From a valuation perspective, the stock is trading at a premium (Forward PE: 44.1) compared to its historical average (38.4). At these levels, the market is pricing in 4.7% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, ANET is in a downtrend. Immediate support is located at $125.04, while resistance sits at $151.80. Short-term momentum is weak, with the stock down 4.3% recently.
Market Sentiment: ANET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. Wall Street analysts see significant upside, with an average price target of $164.87 (+11.3%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Technical Outlook: Technically, ANET is in a downtrend. Immediate support is located at $125.04, while resistance sits at $151.80. Short-term momentum is weak, with the stock down 4.3% recently.
Market Sentiment: ANET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. Wall Street analysts see significant upside, with an average price target of $164.87 (+11.3%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Quick Decision Summary
Current Position
EXTENDED
Fair Price Range
$126.13 -
$140.62
Company Quality Score
57/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
55.7%
Protect Your Profits
Holding ANET? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BEARISH: Price extended above range
- BULLISH: Strong technical setup (75/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-4.3%)
- BULLISH: Trading below Wall St target ($164.87)
- NEUTRAL: Market pricing in 4.7% annual earnings growth - fairly valued
Fair Price Analysis
30-Day Fair Range
$126.13 -
$140.62
Current vs Fair Value
EXTENDED
Support & Resistance Levels
Support Level
$125.04
Resistance Level
$151.80
Current Trend
Downtrend
Fundamental Context
Forward P/E (Next Year Est.)
44.09
Wall Street Target
$164.87
(+11.3%)
Revenue Growth (YoY)
27.5%
Earnings Growth (YoY)
15.5%
Profit Margin
39.7%
Valuation Premium vs History
+4.7% premium
PE vs Historical
44.1 vs 38.4
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+4.7%
(market-implied from PE analysis)
1-Year Target
$155.11
(+5%)
2-Year Target
$162.40
(+10%)
3-Year Target
$170.04
(+15%)
3-Yr Target (if PE normalizes)
(PE: 44→38)
PE COMPRESSION
$148.09
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 44.1, Growth: 16.7%)
$235.27
(+59%)
Base:
(SPY PE: 22.3, Growth: 16.7%)
$119.00
(-20%)
Bear:
(PE: 19.0, Growth: 16.7%)
$101.15
(-32%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (57x PE), but valuation improves significantly next year (44x PE) as earnings recover.
Trailing PE: 57.09 | Current EPS (TTM): $2.63
Bull Case
$211.02
(+49%)
Analyst growth 27.8%, PE expands to 62.8
Base Case
$191.84
(+35%)
Market implied 27.8%, PE stable at 57.1
Bear Case
$102.10
(-28%)
Severe decline -20.0%, PE contracts to 48.5
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Last updated: January 30, 2026 10:08 PM ET
Data refreshes hourly during market hours. Next update: 11:08 PM
Data refreshes hourly during market hours. Next update: 11:08 PM
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Technical Signals Check
Is ANET showing a specific setup today?
Insider Activity (6 Months)
2
Buys
18
Sells
Net
INSIDERS SELLING
Recent Transactions
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SELL
26000 shares
2025-10-17
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SELL
30000 shares
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8000 shares
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Professional options setups generated by AI based on today's ANET price and gamma walls.
