Q2 EPS Estimates for Arista Networks Cut by William Blair

Arista Networks, Inc. (NYSE:ANET) – Equities researchers at William Blair dropped their Q2 2025 earnings per share estimates for shares of Arista Networks in a research report issued to clients and investors on Wednesday, February 19th. William Blair analyst S. Naji now anticipates that the technology company will post earnings of $0.53 per share 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.

Several other equities analysts have also weighed in on the company. Rosenblatt Securities reissued a “sell” rating and set a $80.00 price objective on shares of Arista Networks in a report on Tuesday, February 18th. Barclays increased their target price on Arista Networks from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 19th. StockNews.com downgraded Arista Networks from a “buy” rating to a “hold” rating in a research report on Thursday, December 12th. Citigroup increased their price objective on Arista Networks from $115.00 to $121.00 and gave the stock a “buy” rating in a research report on Wednesday, February 19th. Finally, Evercore ISI raised their price target on Arista Networks from $110.00 to $130.00 and gave the company an “outperform” rating in a research report on Friday, January 17th. One research analyst has rated the stock with a sell rating, three have assigned a hold rating and twelve have issued a buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $113.79.

Arista Networks Stock Down 4.9 %

ANET stock opened at $98.31 on Monday. The business has a 50 day moving average of $113.66 and a 200-day moving average of $102.01. Arista Networks has a 12-month low of $60.08 and a 12-month high of $133.57. The firm has a market cap of $123.97 billion, a PE ratio of 44.28, a P/E/G ratio of 3.27 and a beta of 1.09.

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

Insider Buying and Selling

In other news, SVP Kenneth Duda sold 80,000 shares of the business’s stock in a transaction on Friday, December 6th. The shares were sold at an average price of $108.29, for a total transaction of $8,663,200.00. Following the completion of the sale, the senior vice president now owns 12,976 shares of the company’s stock, valued at $1,405,171.04. The trade was a 86.04 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Charles H. Giancarlo sold 2,000 shares of the business’s stock in a transaction on Monday, December 2nd. The shares were sold at an average price of $412.65, for a total transaction of $825,300.00. Following the sale, the director now directly owns 42,946 shares of the company’s stock, valued at approximately $17,721,666.90. The trade was a 4.45 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 260,056 shares of company stock worth $30,225,623 in the last three months. Insiders own 3.54% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. MidAtlantic Capital Management Inc. bought a new position in Arista Networks in the 3rd quarter worth $44,000. HM Payson & Co. raised its position in shares of Arista Networks by 28.2% during the 3rd quarter. HM Payson & Co. now owns 132 shares of the technology company’s stock valued at $51,000 after buying an additional 29 shares in the last quarter. True Wealth Design LLC raised its position in shares of Arista Networks by 2,133.3% during the 3rd quarter. True Wealth Design LLC now owns 134 shares of the technology company’s stock valued at $51,000 after buying an additional 128 shares in the last quarter. Anchor Investment Management LLC grew its holdings in Arista Networks by 35.0% during the 3rd quarter. Anchor Investment Management LLC now owns 135 shares of the technology company’s stock valued at $52,000 after purchasing an additional 35 shares during the last quarter. Finally, Transcendent Capital Group LLC grew its holdings in Arista Networks by 75.0% during the 3rd quarter. Transcendent Capital Group LLC now owns 175 shares of the technology company’s stock valued at $67,000 after purchasing an additional 75 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

About Arista Networks

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.