Krane Funds Advisors LLC Acquires 11,467 Shares of Arista Networks, Inc. $ANET

Krane Funds Advisors LLC boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 170.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,177 shares of the technology company’s stock after acquiring an additional 11,467 shares during the quarter. Krane Funds Advisors LLC’s holdings in Arista Networks were worth $2,382,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of Arista Networks by 0.4% during the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after purchasing an additional 70 shares during the period. United Asset Strategies Inc. increased its stake in Arista Networks by 1.2% in the 4th quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock worth $827,000 after buying an additional 72 shares during the period. West Family Investments Inc. lifted its holdings in Arista Networks by 0.9% during the 3rd quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock valued at $1,219,000 after buying an additional 76 shares in the last quarter. Personal CFO Solutions LLC boosted its position in Arista Networks by 3.2% in the 4th quarter. Personal CFO Solutions LLC now owns 2,429 shares of the technology company’s stock valued at $318,000 after buying an additional 76 shares during the period. Finally, Clark Financial Services Group Inc. BD boosted its position in Arista Networks by 2.2% in the 4th quarter. Clark Financial Services Group Inc. BD now owns 3,776 shares of the technology company’s stock valued at $518,000 after buying an additional 80 shares during the period. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Insider Buying and Selling

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 220,000 shares of Arista Networks stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $156.86, for a total value of $34,509,200.00. Following the transaction, the insider directly owned 182,803,048 shares of the company’s stock, valued at approximately $28,674,486,109.28. The trade was a 0.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kelly Bodnar Battles sold 422 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $146.44, for a total value of $61,797.68. Following the transaction, the director directly owned 10,078 shares in the company, valued at approximately $1,475,822.32. The trade was a 4.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,943,142 shares of company stock valued at $314,941,943 over the last quarter. Insiders own 2.70% of the company’s stock.

Arista Networks Trading Down 0.0%

ANET opened at $154.23 on Monday. The firm has a market cap of $194.21 billion, a price-to-earnings ratio of 52.82, a PEG ratio of 2.38 and a beta of 1.61. Arista Networks, Inc. has a 12 month low of $85.58 and a 12 month high of $179.80. The stock has a fifty day moving average price of $150.97 and a 200-day moving average price of $138.90.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter last year, the company earned $0.65 earnings per share. The firm’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities research analysts forecast that Arista Networks, Inc. will post 3.27 EPS for the current year.

Analyst Ratings Changes

Several research firms have recently weighed in on ANET. Truist Financial set a $175.00 price target on shares of Arista Networks in a research note on Wednesday, May 6th. KeyCorp reaffirmed 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. TD Cowen reissued a “buy” rating and set a $200.00 price target (up from $170.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Weiss Ratings upgraded Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $180.00 price objective on shares of Arista Networks in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $185.72.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Arista’s latest bullish commentary highlighted surging AI networking demand, market leadership, and pricing power, with management/model assumptions pointing to a larger total addressable market and strong revenue growth through 2028. Arista Networks: TAM Expansion And Surging AI Demand
• Positive Sentiment: Several recent pieces emphasized that Arista remains a favorite among growth investors because of AI infrastructure spending, high gross margins, and expectations for continued earnings expansion. US High Growth Tech Stocks with Promising Potential
• Positive Sentiment: Investor interest has stayed elevated, with multiple articles noting ANET’s strong post-earnings performance and continued attention from traders and analysts. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Some coverage focused on valuation debate after Arista’s strong rally, suggesting investors are weighing rich expectations against its growth profile. Is It Too Late To Consider Arista Networks (ANET) After Its Strong 1-Year Rally?
• Negative Sentiment: A director sold 8,000 shares under a pre-arranged trading plan, which can create mild sentiment pressure even though the sale was not viewed as a surprise. Arista Networks (NYSE:ANET) Director Charles Giancarlo Sells 8,000 Shares

About Arista Networks

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.