Massachusetts Financial Services Co. MA Raises Holdings in Arista Networks, Inc. $ANET

Massachusetts Financial Services Co. MA lifted its position in Arista Networks, Inc. (NYSE:ANET) by 2,829.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,721,156 shares of the technology company’s stock after acquiring an additional 5,525,828 shares during the quarter. Massachusetts Financial Services Co. MA owned 0.46% of Arista Networks worth $833,630,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Global Trust Asset Management LLC grew its holdings in shares of Arista Networks by 33.0% during the third quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after buying an additional 4,780 shares during the last quarter. SteelPeak Wealth LLC lifted its position in Arista Networks by 23.8% during the 2nd quarter. SteelPeak Wealth LLC now owns 40,404 shares of the technology company’s stock worth $4,134,000 after acquiring an additional 7,779 shares during the period. Penobscot Investment Management Company Inc. grew its stake in Arista Networks by 7.8% during the 2nd quarter. Penobscot Investment Management Company Inc. now owns 39,073 shares of the technology company’s stock valued at $3,998,000 after purchasing an additional 2,815 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Arista Networks by 1.2% in the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock valued at $10,127,984,000 after purchasing an additional 1,136,167 shares during the period. Finally, Holocene Advisors LP purchased a new position in shares of Arista Networks in the second quarter worth about $247,451,000. 82.47% of the stock is currently owned by institutional investors.

Insider Activity at Arista Networks

In related news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 9,917 shares in the company, valued at $1,235,162.35. The trade was a 70.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $133.79, for a total value of $1,070,320.00. Following the completion of the sale, the director owned 17,784 shares in the company, valued at $2,379,321.36. This represents a 31.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 160,464 shares of company stock valued at $20,494,988 over the last 90 days. Company insiders own 3.39% of the company’s stock.

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $129.96 on Friday. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94. The company has a market cap of $163.66 billion, a P/E ratio of 49.41, a PEG ratio of 2.18 and a beta of 1.41. The firm has a fifty day moving average of $128.80 and a two-hundred day moving average of $132.88.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The business’s revenue was up 27.5% compared to the same quarter last year. During the same period in the previous year, the business posted $2.40 earnings per share. As a group, equities analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Arista Networks News Summary

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

• Positive Sentiment: Investor enthusiasm around AI networking: coverage highlights a recent price jump tied to rising demand for AI switches and an analyst upgrade — a near‑term bullish catalyst for revenue and multiple expansion. Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upgrade
• Positive Sentiment: Strategic positioning in AI infrastructure: analysis argues Arista is a key supplier of high‑speed, low‑latency networking as hyperscalers expand for generative AI, supporting durable demand for ANET products (though valuation vs. peers is noted). Is Arista Networks Winning AI Infra Race?
• Positive Sentiment: Pro‑stock signal from a public purchase: Senator John Boozman disclosed a purchase of ANET shares, which can be interpreted as a confidence signal to some investors. Sen. John Boozman Buys Arista Networks, Inc. (NYSE:ANET) Stock
• Neutral Sentiment: Earnings schedule set: Arista confirmed it will report Q4 2025 results on February 12, 2026 — a key near‑term catalyst that could drive volatility. Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026
• Neutral Sentiment: Earnings preview: market previews highlight what to watch in the upcoming report (revenue mix, gross margins, guidance and AI‑related bookings) — these items will likely dictate short‑term reaction. Earnings preview: What to expect from Arista Networks’ report
• Neutral Sentiment: Analyst commentary roundup: recent analyst notes are mixed but skew supportive; watch revisions to estimates ahead of the print. This is what analysts think about Arista Networks (ANET)
• Neutral Sentiment: Inclusion in thematic lists: coverage noting Arista as a woman‑run company pickup may broaden investor interest but is unlikely to move fundamentals materially. 4 Women-Run Company Stocks Building Durable Growth Stories
• Negative Sentiment: Insider selling: Representative Gilbert Ray Cisneros disclosed the sale of ANET shares — a potential negative signal to some market participants. Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Arista Networks, Inc. (NYSE:ANET)
• Negative Sentiment: Short‑term price weakness noted: coverage points out ANET has dipped more than the broader market in recent trading sessions, reflecting profit‑taking and sensitivity to growth/valuation concerns ahead of earnings. Arista Networks (ANET) dips more than broader market: What you should know

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on ANET shares. Morgan Stanley dropped their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 17th. Erste Group Bank downgraded shares of Arista Networks from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. UBS Group reaffirmed a “buy” rating and issued a $155.00 price target on shares of Arista Networks in a report on Wednesday, December 3rd. Finally, BNP Paribas raised Arista Networks from a “hold” rating to an “outperform” rating in a research report on Thursday, September 25th. Eighteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $164.44.

Arista Networks 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.