Capital Planning Advisors LLC Invests $1.39 Million in Arista Networks, Inc. $ANET

Capital Planning Advisors LLC purchased a new stake in shares of Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 9,551 shares of the technology company’s stock, valued at approximately $1,392,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ANET. Vanguard Group Inc. grew its stake in shares of Arista Networks by 1.2% during the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock worth $10,127,984,000 after buying an additional 1,136,167 shares during the last quarter. Cresset Asset Management LLC grew its position in Arista Networks by 1.0% during the 2nd quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock worth $2,698,362,000 after acquiring an additional 263,272 shares during the last quarter. Geode Capital Management LLC grew its position in Arista Networks by 0.5% during the 2nd quarter. Geode Capital Management LLC now owns 25,576,483 shares of the technology company’s stock worth $2,606,694,000 after acquiring an additional 128,977 shares during the last quarter. Norges Bank bought a new position in Arista Networks in the second quarter valued at about $1,228,177,000. Finally, Schroder Investment Management Group boosted its stake in shares of Arista Networks by 14.8% during the second quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock valued at $1,073,654,000 after purchasing an additional 1,350,593 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

Insiders Place Their Bets

In related news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the transaction, the director directly owned 9,784 shares of the company’s stock, valued at $1,373,967.12. This represents a 44.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Kenneth Duda sold 30,000 shares of Arista Networks stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the completion of the sale, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $1,598,124.16. This trade represents a 69.81% 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 $20,351,388 over the last 90 days. 3.54% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Needham & Company LLC upped their price objective on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company upped their price target on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Friday. UBS Group reiterated a “buy” rating and set a $177.00 price target on shares of Arista Networks in a report on Friday. Evercore ISI restated an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a report on Friday. Finally, Barclays reaffirmed an “overweight” rating and set a $184.00 target price (up from $183.00) on shares of Arista Networks in a research report on Friday. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $175.41.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Reported stronger-than-expected Q4 results: EPS $0.82 vs. $0.75 est., revenue $2.49B (+28.9% YoY) and record net income; company raised AI revenue targets and issued revenue guidance above Street estimates, supporting the AI-driven growth narrative. Read More.
• Positive Sentiment: Analysts are lifting price targets and turning more bullish (Wells Fargo, Needham, Rosenblatt among those raising targets/ratings), giving additional analyst-driven momentum to the stock. Read More.
• Positive Sentiment: Market views Arista as outperforming peers (notably Cisco) by managing supply-chain pressures and capturing hyperscaler AI capex, which supports margin resilience and share gains. Read More.
• Neutral Sentiment: Management said Arista is diversifying accelerator support: deployments that were ~99% Nvidia a year ago now include ~20–25% AMD — a strategic shift that increases customer options but alters vendor dynamics. Traders note this may be weighing on GPU vendor stocks while benefiting Arista’s flexibility. Read More.
• Neutral Sentiment: Unusually high options activity is signaling elevated trader interest/positioning ahead of and after earnings. Read More.
• Negative Sentiment: Valuation is rich (ANET trades at a high P/E), and some commentary asks whether the recent run (one-year gains) leaves less margin for error if growth slows. This could temper longer-term upside. Read More.
• Negative Sentiment: Rising component/memory costs are a sector-wide headwind; management says it’s mitigating impacts via purchase commitments, but cost pressure remains a watch item for margins. Read More.

Arista Networks Trading Up 4.7%

Shares of ANET opened at $141.46 on Monday. The firm’s fifty day simple moving average is $133.05 and its two-hundred day simple moving average is $137.10. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The stock has a market capitalization of $178.13 billion, a P/E ratio of 51.25, a price-to-earnings-growth ratio of 2.39 and a beta of 1.42.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period last year, the company posted $0.66 EPS. The business’s quarterly revenue was up 28.9% on a year-over-year basis. As a group, research analysts predict that Arista Networks, Inc. will post 2.2 EPS for the current fiscal 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.