Meitav Investment House Ltd. Takes $14.53 Million Position in Arista Networks, Inc. $ANET

Meitav Investment House Ltd. purchased a new position in shares of Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 100,000 shares of the technology company’s stock, valued at approximately $14,531,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after acquiring an additional 5,955 shares during the period. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks during the 4th quarter worth approximately $202,000. Bison Wealth LLC purchased a new position in Arista Networks in the fourth quarter valued at approximately $251,000. Sivia Capital Partners LLC grew its holdings 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 valued at $1,097,000 after purchasing an additional 3,496 shares during the period. Finally, Bell Bank bought a new position in Arista Networks during the second quarter valued at $759,000. 82.47% of the stock is owned by institutional investors.

Insider Activity

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $133.79, for a total value of $1,070,320.00. Following the transaction, the director directly owned 17,784 shares in the company, valued at $2,379,321.36. This represents a 31.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Kenneth Duda sold 30,000 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $128.61, for a total value of $3,858,300.00. Following the completion of the sale, the insider directly 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. In the last three months, insiders sold 160,464 shares of company stock worth $20,494,988. Company insiders own 3.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ANET. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. UBS Group reissued a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a report on Wednesday, December 3rd. Barclays reaffirmed an “overweight” rating and set a $183.00 price objective (up from $179.00) on shares of Arista Networks in a report on Wednesday, November 5th. Erste Group Bank downgraded shares of Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, BNP Paribas Exane upgraded shares of 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. Eighteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $164.44.

Arista Networks Trading Down 0.5%

Shares of Arista Networks stock opened at $129.96 on Friday. The company’s 50-day moving average price is $128.80 and its 200-day moving average price is $132.88. Arista Networks, Inc. has a 12-month low of $59.43 and a 12-month high of $164.94. The company has a market cap of $163.66 billion, a price-to-earnings ratio of 49.41, a PEG ratio of 2.18 and a beta of 1.41.

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, topping analysts’ consensus estimates of $0.72 by $0.03. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The business had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. During the same quarter in the prior year, the firm posted $2.40 EPS. Arista Networks’s revenue was up 27.5% on a year-over-year basis. On average, sell-side analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Key Headlines Impacting Arista Networks

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

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.