Sava Infond d.o.o. Has $38.51 Million Holdings in Arista Networks, Inc. $ANET

Sava Infond d.o.o. cut its position in shares of Arista Networks, Inc. (NYSE:ANET) by 13.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 264,305 shares of the technology company’s stock after selling 42,400 shares during the period. Arista Networks accounts for about 5.5% of Sava Infond d.o.o.’s investment portfolio, making the stock its 3rd biggest holding. Sava Infond d.o.o.’s holdings in Arista Networks were worth $38,512,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ANET. Bare Financial Services Inc lifted its position in Arista Networks by 2,118.2% during 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 increased its stake in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after acquiring an additional 72 shares in the last quarter. Richardson Financial Services Inc. lifted its position in Arista Networks by 141.3% during the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after acquiring an additional 130 shares during the period. SJS Investment Consulting Inc. lifted its position in 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. Finally, Solstein Capital LLC boosted its stake in 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 acquiring an additional 316 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Arista Networks Trading Down 3.3%

ANET stock opened at $132.72 on Friday. The stock’s 50 day simple moving average is $133.91 and its 200 day simple moving average is $137.50. 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 $166.76 billion, a PE ratio of 48.09, a price-to-earnings-growth ratio of 2.59 and a beta of 1.42.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results 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. The firm had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The company’s revenue was up 28.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.66 earnings per share. On average, research analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Insider Buying and Selling

In other Arista Networks news, insider Kenneth Duda sold 26,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $142.35, for a total value of $3,701,100.00. Following the completion of the transaction, the insider owned 512,400 shares of the company’s stock, valued at approximately $72,940,140. The trade was a 4.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the transaction, 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 218,042 shares of company stock worth $28,561,131. 3.39% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on ANET shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $188.00 target price (up previously from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Erste Group Bank downgraded Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. UBS Group reiterated a “buy” rating and set a $177.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley reissued an “overweight” rating and issued a $165.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Seventeen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $175.44.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Analyst write-ups highlight Arista’s software-led differentiation — Zacks notes Arista’s EOS and CloudVision give it an “AI‑ready,” automated networking edge for enterprises and hyperscalers, supporting durable revenue and margin expansion. This underpins growth expectations and helps justify a premium multiple. Can Arista’s High-Performance Network Software Fuel Its Future Growth?
• Positive Sentiment: Recent fundamental results remain supportive: Arista’s Feb. 12 quarter beat on EPS and revenue with high margins and ~29% YoY revenue growth, which helps justify analyst upside and a high P/E relative to peers. (Background earnings release)
• Positive Sentiment: Sector-performance pieces show ANET has outperformed many computer & technology peers so far this year, reinforcing momentum and attracting momentum/sector rotation flows. Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Analysts’ views are mixed — The Globe and Mail roundup notes differing analyst opinions across Arista and other tech names, indicating no clear consensus on near-term upside vs. valuation risk. Mixed analyst commentary can increase intraday volatility but doesn’t decisively move fundamentals. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Comparative pieces (e.g., sector/company comparisons) provide context but are unlikely to drive large moves unless they change earning forecasts or market share assumptions. Comparing Consensus Cloud Solutions & Arista Networks
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda disclosed sizable sales (reported on Feb. 17), totaling tens of thousands of shares at ~\$142 per share. Large insider disposals can spook investors and add downward pressure even when management says sales are for personal reasons. SEC Form 4 — Insider Sale

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.