Quadcap Wealth Management LLC Acquires 3,925 Shares of Arista Networks, Inc. $ANET

Posted by Brian Himes on Jul 27th, 2026

Quadcap Wealth Management LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 103.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,728 shares of the technology company’s stock after purchasing an additional 3,925 shares during the period. Quadcap Wealth Management LLC’s holdings in Arista Networks were worth $949,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in ANET. Main Street Group LTD purchased a new position in Arista Networks in the 1st quarter worth about $26,000. Sankala Group LLC purchased a new stake in Arista Networks in the 4th quarter valued at about $27,000. Prosperity Bancshares Inc purchased a new stake in Arista Networks in the 4th quarter valued at about $28,000. Ameliora Wealth Management Ltd. bought a new position in Arista Networks in the 4th quarter worth about $30,000. Finally, Hilton Head Capital Partners LLC grew its stake in Arista Networks by 184.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after acquiring an additional 159 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and set a $200.00 price target (up from $185.00) on shares of Arista Networks in a research note on Thursday, July 16th. Morgan Stanley reissued an “overweight” rating and issued a $190.00 price objective (up from $180.00) on shares of Arista Networks in a research note on Friday, June 12th. Weiss Ratings raised Arista Networks from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, July 13th. Wolfe Research restated an “outperform” rating and set a $175.00 price objective on shares of Arista Networks in a report on Wednesday, June 10th. Finally, Truist Financial set a $175.00 target price on Arista Networks in a research report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $189.74.

View Our Latest Analysis on ANET

Arista Networks Stock Performance

NYSE:ANET opened at $173.79 on Monday. Arista Networks, Inc. has a one year low of $113.55 and a one year high of $189.82. The firm has a market cap of $218.83 billion, a P/E ratio of 59.52, a P/E/G ratio of 2.67 and a beta of 1.60. The firm has a 50-day simple moving average of $164.95 and a 200-day simple moving average of $148.78.

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

Trending Headlines about 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

Insider Buying and Selling

In other news, insider Kenneth Duda sold 17,333 shares of Arista Networks stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $171.42, for a total value of $2,971,222.86. Following the transaction, the insider directly owned 12,976 shares in the company, valued at approximately $2,224,345.92. This trade represents a 57.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 completion of the transaction, the director directly owned 192,333 shares of the company’s stock, valued at approximately $32,131,150.98. The trade was a 3.99% 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 have sold 2,264,983 shares of company stock worth $376,175,065 in the last three months. Corporate insiders own 2.70% of the company’s stock.

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.