To The Moon

$Arista Networks(ANET)$

Arista Networks, Inc.(ANET) Rallied +5.41%: AI Infrastructure Leader Surges on Volume, Testing $146 Resistance

Latest Close Data

Closed at $143.72 on 2026-01-26, up +5.41% (+$7.38). Current price is ~12.8% below its 52-week high of $164.94.

Core Market Drivers

The strong rally was driven by sustained bullish sentiment around AI and cloud infrastructure spending.

Positive sector rotation into high-quality tech names, coupled with Arista's dominant position in high-speed data center networking, fueled buyer interest. No major company-specific news was the primary driver, indicating broad-based institutional accumulation.

Technical Analysis

• Volume of 10.66M shares was robust, with a Volume Ratio of 1.29 confirming active participation in the breakout.

• The MACD (DIF: 1.53, DEA: -0.002, MACD: 3.06) shows a strong bullish crossover and accelerating momentum above the signal line.

• The 6-day RSI at 74.49 is approaching overbought territory, suggesting near-term consolidation may be needed, but the overall trend is powerfully bullish.

Key Price Levels

• Primary Support: $131.08 (Previous consolidation floor).

• Strong Resistance: $145.48 / $146.41 (Immediate prior high & today's intraday high). A close above this zone opens the path to $155.

• Immediate Pivot: $143.72 (Today's close). Holding above this level is critical for continued upward momentum.

Valuation Perspective

Forward P/E of 50.06 is above its historical average of 39.48 and the sector norm, reflecting a premium for its growth profile and AI-related revenue visibility.

The TTM P/S of 21.42 also indicates high growth expectations are priced in.

Analyst Targets

21 analysts cover ANET with an average price target of $162.73 (upside of ~13.2%). Sentiment is overwhelmingly positive: 6 Strong Buy, 17 Buy, and only 3 Hold recommendations.

Weekly Outlook

Expect consolidation between $140 and $146 in the coming week as the overbought RSI works off.

A decisive breakout above $146.41 could trigger a move toward the $152-$155 range. A failure to hold $140 would signal a short-term pullback toward the $135 support.

Risk Disclaimer

This content is for informational purposes only and not financial advice. Past performance does not guarantee future results. Investing involves risks, including the potential loss of principal. Conduct your own research or consult a qualified financial advisor before making any investment decisions.

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