Here’s Why Wall Street Has a Mixed Opinion on Arista Networks (ANET)

Arista Networks Inc. (NYSE:ANET) is one of the Good Stocks to Buy According to Analysts. on December 3, UBS reiterated a Buy rating on Arista Networks Inc (NYSE:ANET) with a $155 price target. However, earlier on November 24, Michael Genovese from Rosenblatt Securities reiterated a Hold rating on the stock with a price target of $140.

This mixed sentiment is due to a 16% drop in share price since the company released its fiscal Q3 2025 results on November 4. The investor sentiment is falling despite the earnings beat during Q3 and mainly stems from management’s modest Q4 guidance. Management expects Q4 revenue to be in the range of $2.3 billion to $2.4 billion, which falls below Wall Street’s estimate of $3.3 billion at the mid-point.

During the fiscal Q3 2025, Arista Networks Inc. (NYSE:ANET) grew its revenue by 27.46% year-over-year to $2.31 billion, surpassing estimates by $41.76 million. The EPS of $0.75 also topped the consensus by $0.04. The growth was attributed to strong performance across all product sectors. Notably, the international revenue reached $468.3 million, representing more than 20% of the total quarterly revenue.

Analysts at UBS noted that Arista Networks Inc (NYSE:ANET) aims to achieve 20% growth in fiscal 2026. The firm added that this guidance appears reasonable considering the 27.75% growth the company has posted over the trailing 12-month basis and the 24% CAGR revenue growth it has maintained over the past 5 years.

​​Arista Networks Inc. (NYSE:ANET) is a technology company that provides data-driven networking solutions for large data centers, campus environments, and cloud computing.

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Disclosure: None. This article is originally published at Insider Monkey.