Willow Creek Capital Management Inc. Acquires New Shares in Arista Networks, Inc. $ANET

Willow Creek Capital Management Inc. bought a new position in Arista Networks, Inc. (NYSE:ANET) in the third quarter, HoldingsChannel reports. The fund bought 5,083 shares of the technology company’s stock, valued at approximately $1,035,000.

Other institutional investors also recently modified their holdings of the company. ABS Investment Management LLC purchased a new position in shares of Arista Networks during the 2nd quarter valued at $29,000. ABS Direct Equity Fund LLC purchased a new stake in shares of Arista Networks during the second quarter worth $29,000. Kelleher Financial Advisors purchased a new stake in shares of Arista Networks during the second quarter worth $31,000. Cornerstone Financial Management LLC raised its holdings in shares of Arista Networks by 61.9% during the second quarter. Cornerstone Financial Management LLC now owns 183 shares of the technology company’s stock worth $31,000 after acquiring an additional 70 shares in the last quarter. Finally, Sankala Group LLC acquired a new stake in Arista Networks during the fourth quarter valued at $27,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Down 4.7%

Shares of ANET traded down $8.74 during mid-day trading on Friday, hitting $176.84. 6,842,368 shares of the company’s stock were exchanged, compared to its average volume of 5,292,150. The firm has a fifty day moving average of $198.46 and a two-hundred day moving average of $174.34. Arista Networks, Inc. has a twelve month low of $114.52 and a twelve month high of $217.41. The stock has a market cap of $223.03 billion, a price-to-earnings ratio of 55.78, a P/E/G ratio of 2.16 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter last year, the firm earned $0.73 EPS. Arista Networks’s revenue for the quarter was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, equities analysts predict that Arista Networks, Inc. will post 3.79 earnings per share for the current year.

More Arista Networks News

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

• Positive Sentiment: BNP Paribas Exane upgraded Arista Networks to “strong buy,” providing a favorable analyst signal for the stock. Ticker Report article
• Positive Sentiment: A hammer chart pattern suggests ANET may have found technical support after its recent pullback. The article also cites broad upward revisions to Wall Street earnings estimates, which could support a near-term rebound. Zacks bottom-fisher article
• Positive Sentiment: Arista remains exposed to the expanding AI-infrastructure market. Comparisons with Akamai focus on Arista’s stronger growth prospects and profitability, factors that could help justify a premium valuation if AI-related demand remains strong. AKAM versus ANET article
• Neutral Sentiment: After roughly a sevenfold five-year rally, investors are reassessing whether Arista’s cash generation can support its current valuation. The debate reflects elevated expectations rather than a reported deterioration in operations. Yahoo Finance valuation article
• Negative Sentiment: Reports that Arista shares fell following insider selling are weighing on sentiment, as investors may interpret sales as a cautionary signal even though insider transactions do not necessarily indicate weaker fundamentals. American Banking News insider-selling article

Wall Street Analysts Forecast Growth

A number of brokerages have commented on ANET. Needham & Company LLC restated a “buy” rating and issued a $260.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $225.00 target price on shares of Arista Networks in a research report on Wednesday, August 5th. KeyCorp reaffirmed an “overweight” rating and set a $250.00 price target (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. BNP Paribas Exane raised Arista Networks to a “strong-buy” rating in a research note on Wednesday. Finally, Truist Financial lifted their price target on Arista Networks from $175.00 to $234.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Arista Networks currently has a consensus rating of “Buy” and an average price target of $235.45.

Insider Buying and Selling

In related news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $203.30, for a total value of $60,990,000.00. Following the transaction, the insider directly owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. This trade represents a 0.17% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the completion of the transaction, the chief executive officer owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This trade represents a 4.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 3,627,449 shares of company stock worth $740,784,723. Insiders own 2.70% of the company’s stock.

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.