Spire Wealth Management Acquires 27,646 Shares of Arista Networks, Inc. $ANET

Spire Wealth Management grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 48.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 84,650 shares of the technology company’s stock after purchasing an additional 27,646 shares during the quarter. Spire Wealth Management’s holdings in Arista Networks were worth $12,334,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc lifted its stake in Arista Networks by 2,118.2% in the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock valued at $25,000 after buying an additional 233 shares during the period. AdvisorNet Financial Inc grew its position in shares of Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after buying an additional 72 shares during the period. REAP Financial Group LLC increased its stake in shares of Arista Networks by 108.0% in the 2nd quarter. REAP Financial Group LLC now owns 337 shares of the technology company’s stock valued at $34,000 after acquiring an additional 175 shares in the last quarter. eCIO Inc. bought a new stake in shares of Arista Networks in the 1st quarter valued at $36,000. Finally, SJS Investment Consulting Inc. lifted its position in shares of Arista Networks by 979.2% during the 3rd quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock valued at $38,000 after acquiring an additional 235 shares during the period. Institutional investors own 82.47% of the company’s stock.

Insider Buying and Selling at Arista Networks

In other news, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the sale, the chief executive officer owned 9,917 shares in the company, valued at $1,235,162.35. This represents a 70.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $133.79, for a total transaction of $1,070,320.00. Following the completion of the sale, the director owned 17,784 shares of the company’s stock, valued at approximately $2,379,321.36. This represents a 31.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 216,464 shares of company stock worth $28,488,988. Corporate insiders own 3.39% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target, citing expectations that Arista is holding share amid a 2026 enterprise refresh cycle — a near-term catalyst for buying interest. Will Piper Sandler’s AI-Focused Upgrade Change Arista Networks’ (ANET) Cloud Infrastructure Narrative?
• Positive Sentiment: Multiple articles profile ANET as an underappreciated AI-infrastructure beneficiary, reinforcing the thesis that demand for high-speed switching and software-led networking could sustain revenue and estimate upgrades. These ‘underappreciated’ AI stocks could finally get their chance to shine
• Neutral Sentiment: Valuation and long-term multiple expansion are being re-examined in longer-form pieces; useful context for investors but not an immediate catalyst by itself. Assessing Arista Networks (ANET) Valuation As AI Infrastructure Wins And Analyst Upgrades Support Growth
• Neutral Sentiment: Analyst and market commentaries (Zacks, MarketBeat) highlight Arista’s accelerating AI-focused product roadmap and software strategy but also note margin pressure and customer-concentration risk — balanced factors that could cap near-term upside if execution or pricing softens. Can ANET’s AI-Focused Portfolio Help Stoke Growth for the Stock?
• Negative Sentiment: Insider selling: Director Charles H. Giancarlo disclosed a sale of 8,000 shares (~31% reduction in his holdings) at about $133.79, which can be interpreted by some investors as a bearish signal even though sales often reflect personal liquidity needs. Charles Giancarlo Sells 8,000 Shares of Arista Networks (ANET) Stock

Wall Street Analyst Weigh In

A number of equities research analysts have commented on ANET shares. Evercore ISI raised their price target on shares of Arista Networks from $150.00 to $175.00 and gave the stock an “outperform” rating in a report on Friday, September 12th. Rosenblatt Securities reissued a “neutral” rating and set a $140.00 price objective on shares of Arista Networks in a research report on Monday, November 24th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. BNP Paribas Exane raised Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 price target on the stock in a research note on Thursday, September 25th. Finally, William Blair reiterated an “outperform” rating on shares of Arista Networks in a report on Friday, September 12th. Eighteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, Arista Networks has a consensus rating of “Moderate Buy” and an average target price of $164.44.

Arista Networks Stock Performance

Shares of ANET opened at $130.07 on Thursday. The firm has a market capitalization of $163.80 billion, a P/E ratio of 49.46, a P/E/G ratio of 2.23 and a beta of 1.41. Arista Networks, Inc. has a 52 week low of $59.43 and a 52 week high of $164.94. The stock has a 50 day moving average price of $131.81 and a two-hundred day moving average price of $131.49.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The company’s revenue for the quarter was up 27.5% on a year-over-year basis. During the same quarter last year, the company earned $2.40 earnings per share. On average, equities analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

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.