ANET Stock Analysis: Buy, Sell, or Hold?
ANET - Arista Networks
$159.99
-6.63 (-3.98%)
▼
5d:
-3.3%
30d:
-8.75%
90d:
+28.15%
BUY
MODERATE Confidence
Analysis Updated: Jul 2, 2026 12:00 AM ET
Earnings: Aug 04, 2026
30d
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Smart Money Accumulation
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Strength: 9.0/10
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Interactive Price Chart (1 Month)
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Bottom Line:
💡 BUY OPPORTUNITY: ANET shows positive signals but monitor for confirmation. Market pricing in 0.0% annual growth which appears achievable. Moderate conviction.
💡 BUY OPPORTUNITY: ANET shows positive signals but monitor for confirmation. Market pricing in 0.0% annual growth which appears achievable. Moderate conviction.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$207.03
Based on 13.4% avg growth
INTRINSIC VALUE TODAY
$128.55
Trading above historical range
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 $159.99, which is considered fair relative to its 30-day fair value range of $156.13 to $169.91. The stock's valuation (Forward PE: 35.9) is in line with its historical norms (36.0). At these levels, the market is pricing in -0.0% 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 strong uptrend. Immediate support is located at $154.74, while resistance sits at $175.20. Short-term momentum is weak, with the stock down 4.0% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $190.09 (+18.8%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, ANET is in a strong uptrend. Immediate support is located at $154.74, while resistance sits at $175.20. Short-term momentum is weak, with the stock down 4.0% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $190.09 (+18.8%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$156.13 -
$169.91
Company Quality Score
59/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
66.2%
All Signals
- NEUTRAL: Price in fair range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-4.0%)
- BULLISH: Trading below Wall St target ($190.09)
- NEUTRAL: Market pricing in -0.0% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$156.13 -
$169.91
Current vs Trading Range
FAIR
Support & Resistance Levels
Support Level
$154.74
Resistance Level
$175.20
Current Trend
Strong Uptrend
Technical data as of
Jul 2, 2026
Fundamental Context
Forward P/E (Next Year Est.)
35.92
Wall Street Target
$190.09
(+18.8%)
Revenue Growth (YoY)
35.1%
Earnings Growth (YoY)
25.0%
Profit Margin
38.3%
PE vs Historical
35.9 vs 36.0
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
0%
(market-implied from PE analysis)
1-Year Target
$159.99
(0%)
2-Year Target
$159.99
(0%)
3-Year Target
$159.99
(0%)
3-Yr Target (if PE normalizes)
(PE: 36→36)
$160.35
(+0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 35.9, Growth: 22.8%)
$296.29
(+85%)
Base:
(SPY PE: 21.8, Growth: 22.8%)
$179.66
(+12%)
Bear:
(PE: 18.5, Growth: 22.8%)
$152.71
(-5%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (57x PE), but valuation improves significantly next year (36x PE) as earnings recover.
Trailing PE: 57.06 | Current EPS (TTM): $2.92
Bull Case
$279.59
(+75%)
Analyst growth 52.5%, PE expands to 62.8
Base Case
$254.17
(+59%)
Market implied 52.5%, PE stable at 57.1
Bear Case
$113.30
(-29%)
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.
Share & Embed Analysis
Last updated: July 03, 2026 7:25 PM ET
Data refreshes hourly during market hours. Next update: 8:25 PM
Data refreshes hourly during market hours. Next update: 8:25 PM
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Technical Signals Check
Is ANET showing a specific setup today?
Insider Activity (6 Months)
1
Buys
19
Sells
Net
INSIDERS SELLING
Recent Transactions
Jayshree Ullal
SELL
428000 shares
2026-04-22
Jayshree Ullal
SELL
93861 shares
2026-04-21
Jayshree Ullal
SELL
306139 shares
2026-04-20
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