90% of Analysts Bullish on Arista Networks with 27.5% Upside
About 90% of analysts remain bullish on Arista Networks, implying 27.5% upside to a $164 consensus price, with Piper Sandler upgrading to Overweight and a $159 target. Arista reports fiscal Q4 2025 on Feb. 12 with consensus EPS of $0.75, up 15.4% year over year.
1. Analyst Consensus and Price Targets
As of February 6, 2026, roughly 90% of analysts rate Arista Networks as a buy, reflecting a consensus price target of $164 per share and implying a potential 27.5% gain. This strong consensus underscores market confidence in Arista’s cloud networking solutions and hyperscale customer expansion.
2. Recent Rating Actions and Targets
On January 5, Piper Sandler upgraded Arista to Overweight and raised its target from $145 to $159, while Melius Research maintained a Buy rating with a $200 target. Analysts cite enterprise adoption, increased AI exposure and hyperscaler demand as key growth drivers against competitive pressures.
3. Fiscal Q4 2025 Earnings Preview
Arista is set to release fiscal Q4 2025 results on February 12, with a consensus EPS estimate of $0.75, marking 15.4% year-over-year growth. Investors will focus on revenue trends in EOS software and Ethernet switching platforms among hyperscale and AI data center clients for forward guidance.