Arista Networks (NYSE:ANET) CEO Jayshree Ullal Sells 13,809 Shares

Arista Networks, Inc. (NYSE:ANET) CEO Jayshree Ullal sold 13,809 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the sale, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at approximately $1,901,981.43. This represents a 58.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jayshree Ullal also recently made the following trade(s):

• On Wednesday, August 12th, Jayshree Ullal sold 573,509 shares of Arista Networks stock. The shares were sold at an average price of $208.13, for a total transaction of $119,364,428.17.
• On Wednesday, August 5th, Jayshree Ullal sold 331,434 shares of Arista Networks stock. The stock was sold at an average price of $201.22, for a total value of $66,691,149.48.
• On Wednesday, August 5th, Jayshree Ullal sold 1,032 shares of Arista Networks stock. The shares were sold at an average price of $201.24, for a total value of $207,679.68.
• On Wednesday, August 5th, Jayshree Ullal sold 767,029 shares of Arista Networks stock. The shares were sold at an average price of $201.22, for a total transaction of $154,341,575.38.
• On Friday, July 10th, Jayshree Ullal sold 234,578 shares of Arista Networks stock. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04.
• On Thursday, July 9th, Jayshree Ullal sold 242,422 shares of Arista Networks stock. The shares were sold at an average price of $188.17, for a total transaction of $45,616,547.74.

Arista Networks Stock Down 0.5%

NYSE:ANET opened at $201.30 on Friday. Arista Networks, Inc. has a 12-month low of $114.52 and a 12-month high of $214.89. The firm has a market capitalization of $253.88 billion, a PE ratio of 63.50, a price-to-earnings-growth ratio of 2.09 and a beta of 1.60. The firm has a 50-day moving average price of $179.77 and a 200 day moving average price of $158.14.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.13. The company had revenue of $3.04 billion for the quarter, compared to analyst estimates of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The company’s revenue was up 37.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, research analysts expect that Arista Networks, Inc. will post 3.7 EPS for the current year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Arista remains a major beneficiary of rising AI data-center investment. Demand for high-speed networking equipment is expanding as cloud providers and technology companies build out AI infrastructure, supporting the company’s growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Analysts remain broadly bullish. The consensus price target implies approximately 26.7% upside, while several firms recently raised targets to $250 and maintained buy or overweight ratings. However, price targets are not guaranteed and may already reflect strong growth expectations. Wall Street Analysts Believe Arista Networks Could Rally 26.74%
• Neutral Sentiment: Arista’s latest quarterly results were strong, with EPS of $1.02 versus $0.89 expected and revenue of $3.04 billion versus $2.83 billion expected. Revenue increased 37.7% year over year, and management guided to third-quarter EPS of $1.06–$1.08.
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares worth about $2.65 million, reducing her direct ownership by 58.2%. The transaction occurred under a pre-arranged Rule 10b5-1 plan, which limits its value as a bearish signal, but the size of the sale may encourage profit-taking. SEC CEO insider sale filing
• Negative Sentiment: Political opposition to new AI data centers could create regulatory delays or limit construction, potentially slowing demand from Arista’s large cloud customers. Investors are also watching customer concentration and elevated valuation risk, with ANET trading at roughly 63.5 times earnings. Arista Networks Faces New Political Risk

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ANET. Rosenblatt Securities increased their price objective on Arista Networks from $210.00 to $280.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft raised shares of Arista Networks to a “buy” rating in a report on Wednesday, June 10th. Morgan Stanley reiterated an “overweight” rating and set a $220.00 target price (up from $190.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Barclays reissued an “overweight” rating and set a $289.00 price target (up from $195.00) on shares of Arista Networks in a report on Wednesday, August 5th. Finally, KeyCorp restated an “overweight” rating and issued a $250.00 price target (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $226.05.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Corient Private Wealth LP increased its stake in shares of Arista Networks by 0.5% in the 2nd quarter. Corient Private Wealth LP now owns 233,278 shares of the technology company’s stock valued at $39,629,000 after buying an additional 1,131 shares during the period. Formuepleje A S acquired a new position in shares of Arista Networks during the second quarter valued at $1,466,000. Tucker Asset Management LLC boosted its holdings in Arista Networks by 3.5% in the second quarter. Tucker Asset Management LLC now owns 2,971 shares of the technology company’s stock valued at $505,000 after acquiring an additional 100 shares during the last quarter. HighTower Advisors LLC boosted its holdings in Arista Networks by 1.6% in the second quarter. HighTower Advisors LLC now owns 647,735 shares of the technology company’s stock valued at $110,037,000 after acquiring an additional 10,393 shares during the last quarter. Finally, Groupe la Francaise increased its position in Arista Networks by 31.1% in the second quarter. Groupe la Francaise now owns 182,638 shares of the technology company’s stock worth $30,992,000 after purchasing an additional 43,303 shares during the period. Institutional investors own 82.47% of the company’s stock.

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.