Arista Networks Stock Prediction: Where Analysts See the Stock Going by 2027

Nikko Henson • 5 minute read

Last updated Nov 17, 2025

Arista Networks (NYSE: ANET) has remained one of the strongest performers in cloud networking. Shares trade near $131/share, supported by consistent revenue growth above 20% and operating margins that continue to rank among the highest in the industry. Even with recent volatility across technology stocks, Arista’s long-term fundamentals remain solid.

Recently, Arista reported strong quarterly results driven by momentum in AI related data center demand and rising adoption of its routing and campus networking products. Management also highlighted increased interest in its AI networking architecture, which is becoming increasingly important as hyperscalers expand capacity. These developments reinforce Arista’s position in next generation cloud infrastructure.

This article explores where Wall Street analysts think Arista could trade by 2027. We have pulled together consensus targets and valuation models to outline the stock’s potential path. These figures reflect current analyst expectations and are not TIKR’s own predictions.

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Analyst Price Targets Suggest Meaningful Upside

Arista trades at about $131/share today. The average analyst price target is $164/share, which points to roughly 25% upside. Forecasts show a healthy range:

High estimate: $185/share
Low estimate: $140/share
Median target: $168/share
Ratings: 18 Buys, 5 Outperforms, 5 Holds, 1 Underperform

Analysts remain positive because demand for cloud networking and AI infrastructure continues to expand. The spread in estimates reflects differing views on how quickly hyperscaler spending will grow, but the overall trend still leans constructive.

For investors, the takeaway is that analysts see meaningful upside supported by long-term industry demand. Cloud and AI spending cycles will influence the pace, but sentiment is broadly favorable.

Arista Networks stock — Arista Networks Analyst Price Target

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Arista: Growth Outlook and Valuation

The company’s fundamentals appear strong based on the latest valuation inputs:

Revenue is projected to grow about 23.1% through 2027
Operating margins are expected to stay near 47.2%
Shares are valued using a 36x forward earnings multiple
Based on analysts’ average estimates, TIKR’s Guided Valuation Model suggests about $182/share by 2027
That implies roughly 39% upside, or about 17% annualized returns

These assumptions point to a business that continues to benefit from rising demand for AI ready networking, strong customer retention, and one of the most efficient operating models in the industry. Arista’s blend of high growth and high margins helps explain why analysts see room for continued compounding.

For investors, Arista stands out as a high quality growth story with long-term earnings visibility. The stock may not deliver explosive returns every year, but the financial profile supports steady and attractive performance if current trends persist.

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What’s Driving the Optimism?

Arista benefits from several powerful tailwinds. Cloud providers are continuing to expand data center infrastructure, and Arista remains a preferred supplier due to its performance, reliability, and increasingly capable software platform. This creates sticky customer relationships and strengthens its competitive position as workloads scale.

The company has also made progress diversifying beyond its largest customers. Routing, campus networking, and enterprise upgrades are gaining traction, broadening the company’s opportunities and reducing concentration risk. With a strong balance sheet and solid profitability, Arista has the flexibility to invest aggressively in innovation.

For investors, these strengths indicate a durable business with long visibility on earnings growth. Arista is positioned to benefit from both AI networking adoption and continued enterprise modernization.

Bear Case: Customer Concentration and Valuation

Despite its strengths, Arista still faces risks. A meaningful portion of revenue comes from major hyperscaler clients, so any slowdown in capital spending can impact results. These cycles have historically created periods of uneven growth across cloud infrastructure vendors.

Valuation is another consideration. With the stock trading at a premium, the market already expects strong execution. Any signs of softer AI infrastructure spending or rising competition could pressure the multiple.

For investors, the risk lies in Arista’s dependence on cloud spending cycles and its premium valuation. The business remains high quality, but the stock can be sensitive to shifts in industry expectations.

Outlook for 2027: What Could Arista Be Worth?

Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 36x forward P E suggests Arista could trade near $182/share by 2027. That would represent about 39% upside from today, or roughly 17% annualized returns.

This outlook assumes steady cloud infrastructure investment, growing adoption of AI optimized networking, and continued traction in enterprise markets. Stronger upside would require a faster ramp in AI networking demand or market share gains in new product categories.

For investors, the broader view remains positive. Arista appears well positioned for steady, long-term compounding supported by structural demand for AI, cloud computing, and next generation data center infrastructure.

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