Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results

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Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results

Faheem Tahir

Thu, February 12, 2026 at 4:26 AM GMT+9 2 min read

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Arista Networks, Inc. (NYSE:ANET) is one of the best performing S&P 500 stocks in the last five years.

Arista Networks, Inc. (NYSE:ANET)

As of February 6, 2026, about 90% of analysts remain bullish on Arista Networks, Inc. (NYSE:ANET), implying a 27.5% upside to a $164.00 consensus price target.

Analyst activity was positive ahead of fiscal Q4 2025 results. Arista Networks, Inc. (NYSE:ANET)’s results for fiscal Q4 are expected on February 12, 2026.

On January 5, 2026, Piper Sandler upgraded Arista Networks, Inc. (NYSE:ANET) to ‘Overweight’, raising its target to $159 from $145, and Melius Research maintained a ‘Buy’ rating with a $200 price target. Analysts predict that 2026 will be a Year of Refresh, with enterprise adoption, increased exposure to AI and hyperscalers, and a moderate valuation, boosting model visibility despite competition from Nvidia and whitebox solutions.

Meanwhile, in its investor letter for the fourth quarter of 2025, Giverny Capital Asset Management cited Arista Networks, Inc. (NYSE:ANET) as a major contributor, highlighting its superior switches and routers for hyperscale users such as Microsoft and Meta Platforms. In large cloud networks, the EOS software aids in managing capacity bottlenecks and optimizing data flow.

Arista Networks, Inc. (NYSE:ANET) develops and markets cloud networking solutions, including EOS software and Ethernet switching platforms. With these solutions, the company serves hyperscale users, enterprise clients, and AI data centers worldwide.

While we acknowledge the potential of ANET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.

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