Edmond DE Rothschild Holding S.A. Has $19.61 Million Stock Position in Arista Networks, Inc. $ANET

Posted by Stanley Muller on Aug 20th, 2026

Edmond DE Rothschild Holding S.A. boosted its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 22.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 115,455 shares of the technology company’s stock after acquiring an additional 21,273 shares during the period. Edmond DE Rothschild Holding S.A.’s holdings in Arista Networks were worth $19,613,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Main Street Group LTD acquired a new stake in shares of Arista Networks during the first quarter worth $26,000. Sankala Group LLC acquired a new position in Arista Networks in the fourth quarter valued at $27,000. Prosperity Bancshares Inc bought a new stake in Arista Networks during the fourth quarter valued at $28,000. Hilton Head Capital Partners LLC boosted its position in Arista Networks by 184.9% during the first quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock valued at $30,000 after acquiring an additional 159 shares during the last quarter. Finally, NBT Bank N A NY grew its holdings in Arista Networks by 37.2% during the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock worth $30,000 after acquiring an additional 67 shares during the period. Institutional investors own 82.47% of the company’s stock.

Wall Street Analysts Forecast Growth

ANET has been the subject of several research analyst reports. Zacks Research raised Arista Networks from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. Jefferies Financial Group set a $250.00 target price on Arista Networks in a research note on Wednesday, August 5th. TD Cowen boosted their price target on Arista Networks from $210.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Wolfe Research restated an “outperform” rating and set a $175.00 price target on shares of Arista Networks in a report on Wednesday, June 10th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. Two equities research 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. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $226.05.

Read Our Latest Research Report on Arista Networks

More Arista Networks News

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

Positive Sentiment: Arista is benefiting from accelerating AI infrastructure spending. Its Etherlink customer base has surpassed 100, while demand from customers using different AI architectures could broaden the company’s addressable market and support continued growth. Arista Benefits From AI Networking Surge: Will Momentum Persist?
Positive Sentiment: One comparison of Arista with Palantir portrays ANET as the more attractively valued growth company, citing roughly 51 times forward earnings, no debt and net margins near 39%. That framing may support investor interest in Arista relative to other expensive AI-related stocks. Arista Networks vs. Palantir Technologies: Which Technology Stock Is a Better Buy in 2026?
Positive Sentiment: Additional analysis points to sustained revenue growth, reinforcing the bullish case that cloud, data-center and AI networking demand can continue driving Arista’s results. What’s Fueling Arista Networks Revenue Growth?
Neutral Sentiment: Arista’s Rosenblatt Technology Summit presentation focused on the company’s role in the AI networking buildout. The transcript may provide further detail on strategy and demand, but it did not introduce a clearly new financial catalyst. Rosenblatt Technology Summit Transcript
Neutral Sentiment: A roundup of institutional-investor positioning reflects greater selectivity toward AI and technology stocks, but does not report a specific change in Arista’s fundamentals or analyst outlook. Bet on Smart Money With These Stocks and ETFs
Negative Sentiment: Valuation remains a key risk. Arista’s superior operating performance is reflected in its premium multiple, while future profitability depends on which customers generate the volume being secured; a less favorable customer mix could pressure margins. What You Are Really Paying For In Arista Networks Stock

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 573,509 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $208.13, for a total transaction of $119,364,428.17. Following the completion of the sale, the chief executive officer directly owned 25,000 shares of the company’s stock, valued at approximately $5,203,250. The trade was a 95.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through 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 value of $21,558,702.00. Following the completion of the sale, the insider directly owned 109,833 shares of the company’s stock, valued at approximately $21,170,310.75. This trade represents a 50.45% decrease in their ownership of the stock. 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 90 days, insiders have sold 4,333,775 shares of company stock worth $798,438,989. 2.70% of the stock is currently owned by insiders.

Arista Networks Trading Down 3.5%

Shares of ANET stock opened at $186.34 on Thursday. The firm has a market capitalization of $235.02 billion, a PE ratio of 58.78, a price-to-earnings-growth ratio of 2.00 and a beta of 1.60. The firm has a fifty day simple moving average of $176.50 and a two-hundred day simple moving average of $155.75. Arista Networks, Inc. has a 12 month low of $114.52 and a 12 month high of $214.89.

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

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.