Analysts Adjust Ratings and Price Targets for Arista Networks

Arista Networks' stock has experienced significant volatility, with its price falling nearly 38% year-to-date and currently trading around $68, well below its 52-week high. While recent insider selling by executives has drawn attention, most analysts maintain a positive outlook, with a consensus 'Moderate Buy' rating and an average target price above $100, though some have sharply reduced their targets and issued 'sell' warnings. Notably, major brokerages such as UBS and Jefferies upgraded their ratings to 'buy' in recent months, while Rosenblatt Securities downgraded the stock and cut its price target to $55. Options trading has shown a slight bearish tilt among institutional investors, with heightened activity in both puts and calls, reflecting uncertainty about the stock's near-term direction. Despite the turbulence, Arista continues to be recognized for its strong market position, serving major clients like Microsoft and Meta, and its financials remain solid with recent earnings beating expectations. The mixed sentiment among analysts and traders highlights ongoing debate about the company's short-term prospects versus its long-term growth potential.