Newbridge Financial Services Group Inc. Sells 25,067 Shares of Arista Networks, Inc. $ANET

Newbridge Financial Services Group Inc. trimmed its holdings in Arista Networks, Inc. (NYSE:ANET) by 74.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,445 shares of the technology company’s stock after selling 25,067 shares during the period. Newbridge Financial Services Group Inc.’s holdings in Arista Networks were worth $1,230,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Global Trust Asset Management LLC increased its position in 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 worth $2,808,000 after buying an additional 4,780 shares during the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of Arista Networks during the 3rd quarter worth about $8,263,000. National Wealth Management Group LLC acquired a new position in shares of Arista Networks during the 3rd quarter valued at about $1,296,000. Vanguard Group Inc. raised its stake in shares of Arista Networks by 1.2% in the 2nd quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock valued at $10,127,984,000 after acquiring an additional 1,136,167 shares in the last quarter. Finally, Holocene Advisors LP acquired a new stake in Arista Networks in the 2nd quarter worth approximately $247,451,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Transactions at Arista Networks

In other news, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60. Following the sale, the director directly owned 12,574 shares in the company, valued at approximately $1,665,300.56. The trade was a 12.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,848,301.44. The trade was a 71.15% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 196,237 shares of company stock valued at $25,865,760. Company insiders own 3.39% of the company’s stock.

Arista Networks Trading Down 0.3%

ANET opened at $133.67 on Friday. The stock’s 50 day simple moving average is $134.86 and its 200-day simple moving average is $137.30. The stock has a market cap of $167.96 billion, a PE ratio of 48.43, a P/E/G ratio of 2.38 and a beta of 1.46. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94.

Arista Networks (NYSE:ANET) last issued its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS 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%.Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same period last year, the business earned $0.66 earnings per share. Equities analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Arista Networks News Summary

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Morgan Stanley reissued an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Wells Fargo & Company raised their target price on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. KeyCorp reissued an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. The Goldman Sachs Group restated a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Eighteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $176.47.

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.