MassMutual Private Wealth & Trust FSB raised its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 45.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,420 shares of the technology company’s stock after acquiring an additional 2,617 shares during the period. MassMutual Private Wealth & Trust FSB’s holdings in Arista Networks were worth $1,430,000 at the end of the most recent quarter.
A number of other institutional investors have also bought and sold shares of the business. Brighton Jones LLC increased its holdings in shares of Arista Networks by 321.7% in the fourth 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 position in Arista Networks during the fourth quarter worth approximately $202,000. Bison Wealth LLC acquired a new position in Arista Networks during the fourth quarter worth $251,000. Sivia Capital Partners LLC boosted its stake in 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 buying an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL grew its holdings 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 in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In related news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the sale, the insider directly owned 182,043,048 shares in the company, valued at approximately $29,612,942,618.16. The trade was a 0.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 234,578 shares of the company’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the completion of the transaction, the chief executive officer directly owned 5,134,207 shares in the company, valued at $961,020,866.26. The trade was a 4.37% 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. Insiders sold a total of 2,300,316 shares of company stock valued at $382,160,575 over the last 90 days. Company insiders own 2.70% of the company’s stock.
Arista Networks Stock Up 3.4%
Arista Networks (NYSE:ANET – Get Free Report) last posted its earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the previous year, the business earned $0.73 earnings per share. The company’s revenue for the quarter was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, sell-side analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current year.
More Arista Networks News
Here are the key news stories impacting Arista Networks this week:
- Positive Sentiment: Q2 results exceeded estimates: Arista reported adjusted earnings of $1.02 per share versus the $0.89 consensus estimate, while revenue reached $3.04 billion, ahead of the $2.83 billion forecast. Revenue rose 37.7% year over year, marking the company’s first quarter above $3 billion. Arista forecasts upbeat quarterly revenue on AI-driven networking demand
- Positive Sentiment: Upbeat Q3 guidance: Arista forecast third-quarter revenue of approximately $3.3 billion, compared with Wall Street’s $2.9 billion expectation. Its EPS outlook of $1.06–$1.08 also topped the $0.89 consensus estimate, signaling continued momentum. Arista Networks soars on strong Q2 beat and raised outlook
- Positive Sentiment: AI networking demand remains a major growth driver: Customers are expanding AI and cloud infrastructure, supporting demand for Arista’s high-speed networking equipment. The company also highlighted new 1.6-terabit-per-second AI networking systems designed to improve performance and reduce power consumption. Arista Networks Q2 revenue jumps as AI networking demand accelerates
- Neutral Sentiment: Arista’s strong results improve its growth outlook, but the stock’s elevated valuation—approximately 65 times earnings—leaves shares sensitive to any slowdown in AI infrastructure spending or future guidance.
Analysts Set New Price Targets
A number of analysts have issued reports on the company. Piper Sandler reaffirmed an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. KeyCorp reissued an “overweight” rating and set a $200.00 price target (up from $178.00) on shares of Arista Networks in a research report on Thursday, June 18th. Zacks Research lowered shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Wells Fargo & Company restated an “overweight” rating and set a $200.00 price objective (up from $185.00) on shares of Arista Networks in a research report on Thursday, July 16th. Finally, Weiss Ratings downgraded shares of Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, July 29th. 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 stock. According to data from MarketBeat.com, Arista Networks has a consensus rating of “Buy” and an average price target of $189.74.
View Our Latest Research Report on Arista Networks
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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