Guerra Pan Advisors LLC Has $1.98 Million Stake in Arista Networks, Inc. $ANET

Guerra Pan Advisors LLC grew its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 9.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,385 shares of the technology company’s stock after purchasing an additional 1,679 shares during the quarter. Arista Networks comprises about 1.3% of Guerra Pan Advisors LLC’s portfolio, making the stock its 24th biggest holding. Guerra Pan Advisors LLC’s holdings in Arista Networks were worth $1,983,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of ANET. Saudi Central Bank bought a new stake in shares of Arista Networks during the 1st quarter worth about $33,000. REAP Financial Group LLC raised its stake in Arista Networks by 108.0% in the 2nd quarter. REAP Financial Group LLC now owns 337 shares of the technology company’s stock worth $34,000 after purchasing an additional 175 shares in the last quarter. Costello Asset Management INC boosted its holdings in Arista Networks by 51.3% in the 1st quarter. Costello Asset Management INC now owns 454 shares of the technology company’s stock valued at $35,000 after purchasing an additional 154 shares during the period. eCIO Inc. acquired a new position in shares of Arista Networks during the 1st quarter worth approximately $36,000. Finally, Solstein Capital LLC increased its holdings in shares of Arista Networks by 493.8% during the second quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock worth $39,000 after purchasing an additional 316 shares during the period. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Buying and Selling

In related news, CEO Jayshree Ullal sold 1,247,688 shares of the business’s stock in a transaction dated Wednesday, September 10th. The shares were sold at an average price of $148.53, for a total transaction of $185,319,098.64. Following the sale, the chief executive officer owned 5,383,207 shares of the company’s stock, valued at $799,567,735.71. The trade was a 18.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Kenneth Duda sold 30,000 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $128.61, for a total transaction of $3,858,300.00. Following the completion of the transaction, the insider owned 12,976 shares in the company, valued at approximately $1,668,843.36. The trade was a 69.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,009,040 shares of company stock valued at $293,922,634 over the last ninety days. Company insiders own 3.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on ANET shares. Wolfe Research increased their price objective on shares of Arista Networks from $160.00 to $185.00 and gave the stock an “outperform” rating in a research note on Friday, September 12th. Morgan Stanley set a $171.00 price objective on Arista Networks and gave the stock an “overweight” rating in a research report on Friday, October 10th. Erste Group Bank cut Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. UBS Group increased their price objective on shares of Arista Networks from $115.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, August 6th. Finally, JPMorgan Chase & Co. upped their target price on shares of Arista Networks from $150.00 to $175.00 and gave the stock an “overweight” rating in a report on Friday, September 12th. Seventeen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $164.31.

Arista Networks Trading Down 1.8%

Arista Networks stock opened at $117.40 on Friday. The firm has a market capitalization of $147.84 billion, a PE ratio of 46.18, a price-to-earnings-growth ratio of 3.37 and a beta of 1.48. The firm’s 50 day simple moving average is $143.90 and its 200 day simple moving average is $122.73. Arista Networks, Inc. has a 1-year low of $59.43 and a 1-year high of $164.94.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.03. Arista Networks had a net margin of 40.90% and a return on equity of 31.05%. The company had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.26 billion. During the same period in the previous year, the business earned $2.40 earnings per share. The firm’s quarterly revenue was up 27.5% compared to the same quarter last year. Arista Networks has set its Q4 2025 guidance at EPS. Research analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Arista Networks Profile

Arista Networks, Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.