81/100BArista Networks stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Arista Networks is 242.43, 21.8% above the current price of 199.00. Their targets range from 164.00 to 305.00.
Of the 16 firms that rated Arista Networks in the past 12 months, 16 rate it buy or strong buy, 0 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 164.00 to 305.00, with an average of 242.43.
| Buy | 16 | |
| Hold | 0 | |
| Sell | 0 |
12-month price target
| Highest target | 305.00 |
| Average target | 242.43 |
| Lowest target | 164.00 |
| Current price | 199.00 |
Arista Networks price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Arista Networks price target and rating?
How analysts rate Arista Networks, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
16 of 16 firms rate it buy now, against 12 of 14 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Arista Networks analyst upgrades, downgrades and price targets
The latest rating change came on 1 September 2026, when Deutsche Bank upgraded Arista Networks from Hold to Buy. The most recent new target came from Truist Financial on 4 November 2026: 240.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 4 Nov 2026 | Truist Financial Matthew Niknam | Reiterated · Buy | 175.00 → 240.00 | +37.1% | 179.30 |
| 4 Nov 2026 | Morgan Stanley Meta Marshall | Reiterated · Overweight | 220.00 → 230.00 | +4.5% | 169.91 |
| 4 Nov 2026 | UBS David Vogt | Reiterated · Buy | 259.00 → 291.00 | +12.4% | 169.91 |
| 4 Nov 2026 | Melius Research Ben Reitzes | — | 305.00 | — | 169.91 |
| 4 Nov 2026 | Wells Fargo Aaron Rakers | Reiterated · Overweight | 250.00 → 245.00 | -2.0% | 169.91 |
| 2 Nov 2026 | Wells Fargo | — | 255.00 → 250.00 | -2.0% | 168.86 |
| 30 Sept 2026 | Bernstein | — | 250.00 | — | 202.86 |
| 1 Sept 2026 | Deutsche Bank | Upgraded · Hold → Buy | — | — | — |
| 31 Aug 2026 | Deutsche Bank | — | 220.00 | — | 195.69 |
| 5 Aug 2026 | Goldman Sachs Michael Ng | — | 188.00 → 225.00 | +19.7% | 198.82 |
| 5 Aug 2026 | UBS David Vogt | Reiterated · Buy | 187.00 → 259.00 | +38.5% | 200.23 |
| 5 Aug 2026 | Morgan Stanley | Reiterated · Overweight | 190.00 → 220.00 | +15.8% | 195.07 |
| 5 Aug 2026 | Wells Fargo | Reiterated · Overweight | 200.00 → 255.00 | +27.5% | 190.51 |
| 5 Aug 2026 | KeyBanc | Reiterated · Overweight | 200.00 → 250.00 | +25.0% | 190.51 |
| 5 Aug 2026 | Barclays Tim Long | — | 195.00 → 289.00 | +48.2% | 190.51 |
| 5 Aug 2026 | Needham Alex Henderson | Reiterated · Buy | 185.00 → 260.00 | +40.5% | 190.51 |
| 5 Aug 2026 | Jefferies | — | 250.00 | — | 190.51 |
| 16 Jul 2026 | Wells Fargo | Reiterated · Overweight | 200.00 | — | 171.92 |
| 18 Jun 2026 | KeyBanc Brandon Nispel | Reiterated · Overweight | 178.00 → 200.00 | +12.4% | 164.93 |
| 12 Jun 2026 | Morgan Stanley | Reiterated · Overweight | 180.00 → 190.00 | +5.6% | 156.40 |
| 10 Jun 2026 | Wolfe Research George Notter | — | 175.00 | — | 152.16 |
| 15 May 2026 | Raymond James Simon Leopold | — | 164.00 | — | 147.81 |
| 7 May 2026 | Barclays | Reiterated · Overweight | 184.00 → 195.00 | +6.0% | 147.06 |
| 6 May 2026 | UBS David Vogt | Reiterated · Buy | 200.00 → 187.00 | -6.5% | 145.58 |
| 6 May 2026 | Truist Financial Matthew Niknam | — | 175.00 | — | 145.54 |
| 6 May 2026 | Piper Sandler | Reiterated · Overweight | 175.00 → 181.00 | +3.4% | 170.22 |
| 1 May 2026 | Morgan Stanley Meta Marshall | — | 165.00 → 180.00 | +9.1% | 175.47 |
| 7 Apr 2026 | Rosenblatt | Upgraded · Neutral → Buy | — | — | — |
| 24 Feb 2026 | UBS | — | 177.00 → 200.00 | +13.0% | 127.43 |
| 13 Feb 2026 | Morgan Stanley | — | 159.00 → 165.00 | +3.8% | 147.43 |
| 13 Feb 2026 | Goldman Sachs | Reiterated · Buy | 188.00 | — | 143.20 |
| 13 Feb 2026 | UBS David Vogt | Reiterated · Buy | 155.00 → 177.00 | +14.2% | 146.95 |
| 13 Feb 2026 | Needham Ryan Koontz | Reiterated · Buy | 185.00 | — | 143.86 |
| 13 Feb 2026 | Evercore ISI | Reiterated · Outperform | 150.00 → 200.00 | +33.3% | 141.92 |
| 13 Feb 2026 | Piper Sandler | Reiterated · Overweight | 159.00 → 175.00 | +10.1% | 135.12 |
| 13 Feb 2026 | KeyBanc | Reiterated · Overweight | 115.00 → 178.00 | +54.8% | 135.12 |
| 13 Feb 2026 | Barclays | Reiterated · Overweight | 183.00 → 184.00 | +0.5% | 135.12 |
| 5 Jan 2026 | Piper Sandler | Upgraded · Neutral → Overweight | 145.00 → 159.00 | +9.7% | 133.60 |
| 17 Dec 2025 | Morgan Stanley | Reiterated · Overweight | 171.00 → 159.00 | -7.0% | 126.13 |
| 3 Dec 2025 | UBS David Vogt | — | 115.00 → 155.00 | +34.8% | 127.01 |
Arista Networks EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Arista Networks's EPS to grow 39.6% a year until 2028, about as fast as over the last 5 years (40.6% a year) and the last 3 years (37.0%).
Analysts expect Arista Networks's revenue to grow 37.3% a year until 2028, faster than over the last 5 years (31.2% a year) and the last 3 years (27.1%).
Revenue
EPS
Does Arista Networks beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 12.0% off the result, either way, and their revenue estimate 3.2%, over the last 12 quarters.
- EPS beats
- 49 / 50
- Revenue beats
- 49 / 50
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +12.0%
- Since
- August 2014
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 3 Nov 2026 | 1.08 | 1.20 | +11.1% | 3.33B | 3.66B | +9.7% |
| Q2 FY2026 | 4 Aug 2026 | 0.89 | 1.02 | +15.1% | 2.83B | 3.04B | +7.3% |
| Q1 FY2026 | 5 May 2026 | 0.81 | 0.87 | +7.7% | 2.62B | 2.71B | +3.4% |
| Q4 FY2025 | 12 Feb 2026 | 0.76 | 0.82 | +8.2% | 2.39B | 2.49B | +4.3% |
| Q3 FY2025 | 4 Nov 2025 | 0.72 | 0.75 | +4.5% | 2.26B | 2.31B | +1.9% |
| Q2 FY2025 | 5 Aug 2025 | 0.65 | 0.73 | +12.5% | 2.11B | 2.20B | +4.6% |
| Q1 FY2025 | 6 May 2025 | 0.59 | 0.65 | +10.2% | 1.97B | 2.00B | +1.9% |
| Q4 FY2024 | 18 Feb 2025 | 0.57 | 0.65 | +14.6% | 1.90B | 1.93B | +1.5% |
| Q3 FY2024 | 7 Nov 2024 | 0.52 | 0.60 | +15.4% | 1.81B | 1.81B | -0.1% |
| Q2 FY2024 | 29 Jul 2024 | 0.49 | 0.53 | +7.7% | 1.66B | 1.69B | +2.1% |
| Q1 FY2024 | 7 May 2024 | 0.44 | 0.50 | +14.4% | 1.55B | 1.57B | +1.3% |
| Q4 FY2023 | 12 Feb 2024 | 0.43 | 0.52 | +22.4% | 1.53B | 1.54B | +0.4% |
Arista Networks stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Arista Networks's earnings grow at the 36.4% a year analysts expect to FY2028, then 15.0% a year, it would earn about 9.90 a share in FY2030. At the P/E it has traded at over the last five years (27.6 to 52.8) that is 273.06 to 522.57 a share, or 433.86 at its average P/E of 43.8. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 4.36 | 120.33 | 191.19 | 230.28 |
| FY2027 | 6.05 | 166.90 | 265.19 | 319.41 |
| FY2028 | 7.49 | 206.47 | 328.06 | 395.13 |
| FY2029 (extrapolated) | 8.61 | 237.44 | 377.27 | 454.40 |
| FY2030 (extrapolated) | 9.90 | 273.06 | 433.86 | 522.57 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (27.6, 43.8, 52.8).
Is Arista Networks stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Arista Networks's P/E of 52.8 is near the top of its 5-year range (26.5 to 67.5, median 43.0). Analysts expect faster growth than in recent years, which can explain part of the high P/E. Buyers pay more for each point of growth than usual: a PEG of 1.3 on expected growth against 1.1 on its median P/E and past five years' growth. At its usual P/E (50.2 × EPS of 3.77), Arista Networks's fair value is 189.08; the price, 199.00, is 5.2% above it. Its forward P/E, on the consensus for FY2026, is 45.6.
Fair value is the usual (median) P/E of the last five years times the earnings per share of the last twelve months; the ends of the bar are the same earnings at its lowest and highest P/E of those years (28.2 and 67.5). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 52.79
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 43.02
- Five-year P/E range
- 26.5 – 67.5
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 45.61
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 1.45
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +21.8%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.850 | 71.4258Price 35.85193 | +99.2% | |
| 29.050 | 56.2634Price 29.0596 | +93.7% | |
| 241.000 | 464.49205Price 241.00627 | +92.7% | |
| 123.590 | 237.24178Price 123.59297 | +92.0% | |
| 161.400 | 305.52159Price 161.40396 | +89.3% | |
| 157.460 | 297.58169Price 157.46471 | +89.0% | |
| 217.560 | 405.38304Price 217.56507 | +86.3% |
Furthest below the fair value on each stock's page, updated every day.