Motley Fool Asset Management LLC lifted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 30.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,114 shares of the technology company’s stock after acquiring an additional 30,083 shares during the quarter. Motley Fool Asset Management LLC’s holdings in Arista Networks were worth $17,049,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also made changes to their positions in ANET. Board of the Pension Protection Fund acquired a new position in shares of Arista Networks during the 4th quarter valued at $26,000. Knuff & Co LLC acquired a new position in shares of Arista Networks during the 3rd quarter valued at $29,000. Ameliora Wealth Management Ltd. acquired a new position in shares of Arista Networks during the 4th quarter valued at $30,000. Quarry LP acquired a new position in shares of Arista Networks during the 3rd quarter valued at $33,000. Finally, Ares Financial Consulting LLC acquired a new position in shares of Arista Networks during the 4th quarter valued at $34,000. Institutional investors and hedge funds own 82.47% of the company’s stock.
Analyst Ratings Changes
Several research firms recently weighed in on ANET. Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Piper Sandler reaffirmed an “overweight” rating and set a $181.00 price target (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Wells Fargo & Company lifted their price target on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Finally, Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target on the stock in a research note on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Arista Networks presently has an average rating of “Buy” and an average target price of $186.47.
Arista Networks Price Performance
Arista Networks stock opened at $152.06 on Wednesday. Arista Networks, Inc. has a 12-month low of $85.58 and a 12-month high of $179.80. The company has a market capitalization of $191.47 billion, a price-to-earnings ratio of 52.08, a price-to-earnings-growth ratio of 2.41 and a beta of 1.61. The firm’s fifty day moving average price is $152.27 and its 200 day moving average price is $139.33.
Arista Networks (NYSE:ANET – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (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 firm had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the previous year, the firm posted $0.65 EPS. The firm’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $163.06, for a total transaction of $39,134,400.00. Following the completion of the transaction, the insider directly owned 331,848 shares of the company’s stock, valued at $54,111,134.88. This trade represents a 41.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This represents a 7.59% 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. Insiders sold a total of 2,403,142 shares of company stock valued at $388,820,943 in the last ninety days. Corporate insiders own 2.70% of the company’s stock.
Key Headlines Impacting Arista Networks
Here are the key news stories impacting Arista Networks this week:
- Positive Sentiment: Arista launched its new 7060XE7 Series 1.6T networking platforms, a next-generation portfolio designed for AI fabrics and rack-scale AI infrastructure. That supports the company’s growth narrative as demand rises for larger AI clusters. Article Title
- Positive Sentiment: Multiple analysts remain constructive after the company’s latest results, with price targets raised and buy ratings reiterated, reinforcing confidence in Arista’s earnings momentum and AI/networking demand. Article Title
- Positive Sentiment: Coverage also highlighted Arista’s strong liquidity, including a debt-free balance sheet, rising cash reserves, and robust operating cash flow, which can support continued investment in growth initiatives. Article Title
- Neutral Sentiment: Several articles framed Arista as a leading AI networking and “AI arms race” beneficiary, which is supportive of the long-term bull case but does not appear to be a new fundamental catalyst by itself. Article Title
- Negative Sentiment: Major shareholder Andreas Bechtolsheim disclosed another large share sale, adding to recent insider selling. While the trade was under a pre-arranged 10b5-1 plan, insider sales can still weigh on sentiment. Article Title
Arista Networks Company Profile
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.
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