Arista Networks, Inc. $ANET Position Boosted by Capital Impact Advisors LLC

Posted by Brenda Bartman on Jun 18th, 2026

Capital Impact Advisors LLC grew its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 93.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 258,771 shares of the technology company’s stock after purchasing an additional 125,246 shares during the period. Arista Networks comprises approximately 2.7% of Capital Impact Advisors LLC’s portfolio, making the stock its 19th biggest holding. Capital Impact Advisors LLC’s holdings in Arista Networks were worth $33,907,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of Arista Networks by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after purchasing an additional 1,188,799 shares in the last quarter. State Street Corp boosted its holdings in shares of Arista Networks by 1.4% in the fourth quarter. State Street Corp now owns 46,970,697 shares of the technology company’s stock worth $6,154,570,000 after buying an additional 628,146 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Arista Networks by 1.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 37,171,766 shares of the technology company’s stock worth $4,870,618,000 after buying an additional 380,724 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Arista Networks by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 26,447,629 shares of the technology company’s stock worth $3,455,095,000 after buying an additional 477,625 shares during the period. Finally, Norges Bank acquired a new position in shares of Arista Networks in the fourth quarter worth about $1,558,563,000. Institutional investors own 82.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Wolfe Research reiterated an “outperform” rating and issued a $175.00 target price on shares of Arista Networks in a report on Wednesday, June 10th. Weiss Ratings cut shares of Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday. TD Cowen reiterated a “buy” rating and issued a $200.00 target price (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. Truist Financial set a $175.00 target price on shares of Arista Networks in a report on Wednesday, May 6th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $186.47.

Read Our Latest Stock Analysis on ANET

Key Arista Networks News

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

Positive Sentiment: Arista continues to be highlighted as a beneficiary of AI infrastructure spending, with articles pointing to its role in data center networking and cloud connectivity as key growth drivers. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
Positive Sentiment: BofA Securities reportedly raised its price target on Arista Networks, which can support investor confidence in the stock’s longer-term outlook. BofA Securities Raises Price Target for Arista Networks (ANET)
Neutral Sentiment: Arista is drawing heavy investor attention after an 87% one-year gain, with some coverage questioning whether the stock’s rapid run has already priced in much of the optimism. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
Neutral Sentiment: Arista was among the most searched stocks on Zacks, reflecting elevated investor interest but not necessarily a fundamental catalyst by itself. Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know
Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, a move that can weigh on sentiment even though the sale was relatively small versus his total holdings. SEC filing for Andreas Bechtolsheim transaction
Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, reinforcing near-term selling pressure and profit-taking after its strong run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

Arista Networks Price Performance

NYSE ANET opened at $164.51 on Thursday. The company has a 50 day simple moving average of $156.88 and a 200-day simple moving average of $140.97. The firm has a market capitalization of $207.15 billion, a price-to-earnings ratio of 56.34, a price-to-earnings-growth ratio of 2.59 and a beta of 1.61. Arista Networks, Inc. has a 52-week low of $85.58 and a 52-week high of $179.80.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm’s revenue was up 35.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 13,809 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $155.04, for a total value of $2,140,947.36. Following the completion of the sale, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at $1,537,531.68. This represents a 58.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $169.09, for a total transaction of $1,352,720.00. Following the completion of the sale, the director directly owned 200,333 shares of the company’s stock, valued at $33,874,306.97. This trade represents a 3.84% 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 2,603,747 shares of company stock valued at $423,901,619 over the last ninety days. Insiders own 2.70% of the company’s stock.

Arista Networks Company Profile

(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.