Arista Networks, Inc. $ANET Shares Bought by Lombard Odier Asset Management Switzerland SA

Posted by George Bondi on Jul 27th, 2026

Lombard Odier Asset Management Switzerland SA grew its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 8.5% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 42,197 shares of the technology company’s stock after buying an additional 3,300 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Arista Networks were worth $5,181,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in ANET. Brighton Jones LLC grew its stake in shares of Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks during the fourth quarter worth approximately $202,000. Bison Wealth LLC acquired a new stake in shares of Arista Networks during the fourth quarter worth $251,000. Sivia Capital Partners LLC lifted its holdings in shares of Arista Networks by 48.4% during the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after purchasing an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL grew its position in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after buying an additional 1,000 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Activity at Arista Networks

In other news, insider Kenneth Duda sold 17,333 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at $2,224,345.92. The trade was a 57.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $167.06, for a total value of $1,336,480.00. Following the sale, the director owned 192,333 shares in the company, valued at approximately $32,131,150.98. The trade was a 3.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,264,983 shares of company stock valued at $376,175,065 in the last 90 days. Insiders own 2.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ANET shares. Deutsche Bank Aktiengesellschaft upgraded shares of Arista Networks to a “buy” rating in a research report on Wednesday, June 10th. Needham & Company LLC boosted their price target on shares of Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Wolfe Research reissued an “outperform” rating and set a $175.00 price target on shares of Arista Networks in a report on Wednesday, June 10th. JPMorgan Chase & Co. raised their price objective on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $200.00 price objective (up from $185.00) on shares of Arista Networks in a report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $189.74.

Check Out Our Latest Analysis on ANET

Arista Networks Stock Down 0.1%

Shares of ANET opened at $173.79 on Monday. The company has a 50-day simple moving average of $164.95 and a 200-day simple moving average of $148.78. The company has a market capitalization of $218.83 billion, a PE ratio of 59.52, a P/E/G ratio of 2.67 and a beta of 1.60. Arista Networks, Inc. has a 52-week low of $113.55 and a 52-week high of $189.82.

Arista Networks (NYSE:ANET – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates 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 earned $0.65 earnings per share. The firm’s 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. On average, research analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current year.

Key Stories Impacting Arista Networks

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

Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

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.