Qsemble Capital Management LP Raises Holdings in Arista Networks, Inc. $ANET

Posted by Stanley Muller on May 17th, 2026

Qsemble Capital Management LP boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 249.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,110 shares of the technology company’s stock after buying an additional 16,491 shares during the quarter. Qsemble Capital Management LP’s holdings in Arista Networks were worth $3,028,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Stephens Inc. AR boosted its stake in Arista Networks by 11.8% in the fourth quarter. Stephens Inc. AR now owns 10,995 shares of the technology company’s stock valued at $1,441,000 after acquiring an additional 1,157 shares in the last quarter. AlphaCore Capital LLC boosted its stake in Arista Networks by 60.5% in the fourth quarter. AlphaCore Capital LLC now owns 3,447 shares of the technology company’s stock valued at $452,000 after acquiring an additional 1,299 shares in the last quarter. Applied Finance Capital Management LLC acquired a new stake in Arista Networks in the fourth quarter valued at approximately $802,000. Northwestern Mutual Investment Management Company LLC boosted its stake in Arista Networks by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 32,994 shares of the technology company’s stock valued at $4,323,000 after acquiring an additional 146 shares in the last quarter. Finally, Wakefield Asset Management LLLP boosted its stake in Arista Networks by 6.3% in the fourth quarter. Wakefield Asset Management LLLP now owns 2,634 shares of the technology company’s stock valued at $345,000 after acquiring an additional 155 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Rosenblatt Securities raised their target price on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Weiss Ratings downgraded shares of Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 1st. Needham & Company LLC restated a “buy” rating and issued a $185.00 target price on shares of Arista Networks in a research note on Wednesday, May 6th. Finally, Truist Financial set a $175.00 target price on shares of Arista Networks in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $181.84.

View Our Latest Report on ANET

Arista Networks News Roundup

Here are the key news stories impacting Arista Networks this week:

Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Insider Buying and Selling at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction on Friday, May 1st. The shares were sold at an average price of $175.40, for a total transaction of $1,403,200.00. Following the completion of the sale, the director directly owned 208,333 shares in the company, valued at approximately $36,541,608.20. The trade was a 3.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 8,890 shares of Arista Networks stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $155.02, for a total transaction of $1,378,127.80. Following the sale, the chief financial officer owned 60,734 shares of the company’s stock, valued at $9,414,984.68. The trade was a 12.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,502,729 shares of company stock valued at $246,707,719. Company insiders own 3.39% of the company’s stock.

Arista Networks Trading Down 3.9%

NYSE:ANET opened at $141.98 on Friday. Arista Networks, Inc. has a 12 month low of $83.86 and a 12 month high of $179.80. The firm has a fifty day simple moving average of $144.57 and a 200-day simple moving average of $137.64. The company has a market capitalization of $178.78 billion, a P/E ratio of 48.62, a PEG ratio of 2.19 and a beta of 1.67.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the firm posted $0.65 earnings per share. The business’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts forecast that Arista Networks, Inc. will post 3.28 EPS for the current year.

About Arista Networks

(Free Report)

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.