Crew Capital Management Ltd Takes Position in Arista Networks, Inc. $ANET

Posted by Francis Steltz on Aug 15th, 2026

Crew Capital Management Ltd acquired a new position in Arista Networks, Inc. (NYSE:ANET – Free Report) during the second quarter, HoldingsChannel.com reports. The fund acquired 7,518 shares of the technology company’s stock, valued at approximately $1,277,000.

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

Arista Networks Price Performance

Shares of ANET stock opened at $198.91 on Friday. The business has a fifty day moving average of $174.08 and a 200 day moving average of $154.72. Arista Networks, Inc. has a 1 year low of $114.52 and a 1 year high of $214.89. The firm has a market capitalization of $250.87 billion, a price-to-earnings ratio of 62.75, a price-to-earnings-growth ratio of 2.11 and a beta of 1.60.

Arista Networks (NYSE:ANET – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.13. The business had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The company’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, equities research analysts expect that Arista Networks, Inc. will post 3.7 earnings per share for the current year.

Key Headlines Impacting Arista Networks

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

Positive Sentiment: Arista remains a key beneficiary of expanding artificial-intelligence infrastructure spending. A comparison with Celestica highlights both companies’ growing roles in AI networking, computing and data-center buildouts. Arista’s latest quarter also showed strong momentum, with revenue rising 37.7% year over year and earnings exceeding analyst expectations. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
Positive Sentiment: CNBC commentator Jim Cramer continues to favor Arista and has described the company and CEO Jayshree Ullal as difficult competitors to bet against. The endorsement reinforces Arista’s reputation as a leading AI-networking investment, although it is sentiment-driven rather than a new fundamental catalyst. Jim Cramer Said Arista Networks, Inc. and Snowflake Inc. Were Worth It
Neutral Sentiment: An options strategy discussed for ANET would generate income while capping upside at a price above the current level. The strategy reflects elevated investor interest and volatility but does not change Arista’s business outlook. Get Paid 18% a Year To Cap Your ANET Stock At 21% Higher
Negative Sentiment: CEO Jayshree Ullal sold 573,509 shares worth approximately $119.4 million, reducing her direct ownership by 95.82% to 25,000 shares. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but the size of the sale can still weigh on sentiment. SEC insider-trading filing
Negative Sentiment: A valuation analysis argues that Arista’s shares are priced for peak profitability. With the stock trading at a historically elevated multiple and margins near the upper end of their range, investors may be concerned that future upside requires continued exceptional growth and profitability. Arista Networks Stock Is Priced For Its Peak Margin

Insider Transactions at Arista Networks

In related news, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $170.51, for a total value of $4,433,260.00. Following the sale, the insider owned 462,400 shares in the company, valued at $78,843,824. This represents a 5.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 111,848 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $192.75, for a total transaction of $21,558,702.00. Following the completion of the transaction, the insider owned 109,833 shares in the company, valued at approximately $21,170,310.75. This trade represents a 50.45% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 4,393,168 shares of company stock worth $806,762,269. 2.70% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on ANET. Piper Sandler restated an “overweight” rating and set a $240.00 target price (up from $181.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Jefferies Financial Group set a $250.00 price target on Arista Networks in a research note on Wednesday, August 5th. Bank of America reissued a “buy” rating and issued a $240.00 price target (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. Barclays reaffirmed an “overweight” rating and issued a $289.00 price objective (up from $195.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $255.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Arista Networks has an average rating of “Buy” and an average target price of $226.05.

Check Out Our Latest Research Report on Arista Networks

Arista Networks 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.