Arista Networks, Inc. $ANET Shares Purchased by Vanguard Group Inc.

Vanguard Group Inc. boosted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 1.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,000,830 shares of the technology company’s stock after purchasing an additional 1,007,730 shares during the period. Vanguard Group Inc. owned approximately 0.08% of Arista Networks worth $14,571,121,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of ANET. Cresset Asset Management LLC raised its position in shares of Arista Networks by 1.0% during the 2nd quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock valued at $2,698,362,000 after buying an additional 263,272 shares during the period. Geode Capital Management LLC grew its position in Arista Networks by 0.5% in the second quarter. Geode Capital Management LLC now owns 25,576,483 shares of the technology company’s stock worth $2,606,694,000 after acquiring an additional 128,977 shares during the period. Norges Bank acquired a new stake in Arista Networks during the second quarter worth $1,228,177,000. Schroder Investment Management Group raised its position in Arista Networks by 14.8% in the second quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock valued at $1,073,654,000 after purchasing an additional 1,350,593 shares during the period. Finally, Amundi raised its position in Arista Networks by 3.7% in the second quarter. Amundi now owns 8,902,915 shares of the technology company’s stock valued at $900,352,000 after purchasing an additional 320,806 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Arista Networks Stock Performance

Shares of ANET opened at $141.46 on Monday. The company’s 50-day simple moving average is $133.05 and its 200-day simple moving average is $137.10. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The stock has a market capitalization of $178.13 billion, a PE ratio of 51.25, a P/E/G ratio of 2.39 and a beta of 1.42.

Arista Networks (NYSE:ANET) last announced its 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. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The firm had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. During the same period in the prior year, the firm earned $0.66 EPS. The firm’s revenue for the quarter was up 28.9% on a year-over-year basis. On average, sell-side analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Kenneth Duda sold 26,000 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $128.43, for a total transaction of $3,339,180.00. Following the completion of the transaction, the insider directly owned 522,400 shares of the company’s stock, valued at $67,091,832. The trade was a 4.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $140.43, for a total value of $1,123,440.00. Following the sale, the director owned 9,784 shares in the company, valued at approximately $1,373,967.12. This trade represents a 44.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 160,464 shares of company stock valued at $20,351,388 in the last three months. 3.54% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

ANET has been the subject of a number of research analyst reports. Needham & Company LLC increased their price target on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a report on Friday. Barclays reaffirmed an “overweight” rating and set a $184.00 target price (up previously from $183.00) on shares of Arista Networks in a research note on Friday. Erste Group Bank cut shares of Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Rosenblatt Securities upped their price objective on shares of Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Finally, Evercore ISI reaffirmed an “outperform” rating and set a $200.00 price objective on shares of Arista Networks in a research report on Friday. Eighteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $175.41.

More Arista Networks News

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

• Positive Sentiment: Reported stronger-than-expected Q4 results: EPS $0.82 vs. $0.75 est., revenue $2.49B (+28.9% YoY) and record net income; company raised AI revenue targets and issued revenue guidance above Street estimates, supporting the AI-driven growth narrative. Read More.
• Positive Sentiment: Analysts are lifting price targets and turning more bullish (Wells Fargo, Needham, Rosenblatt among those raising targets/ratings), giving additional analyst-driven momentum to the stock. Read More.
• Positive Sentiment: Market views Arista as outperforming peers (notably Cisco) by managing supply-chain pressures and capturing hyperscaler AI capex, which supports margin resilience and share gains. Read More.
• Neutral Sentiment: Management said Arista is diversifying accelerator support: deployments that were ~99% Nvidia a year ago now include ~20–25% AMD — a strategic shift that increases customer options but alters vendor dynamics. Traders note this may be weighing on GPU vendor stocks while benefiting Arista’s flexibility. Read More.
• Neutral Sentiment: Unusually high options activity is signaling elevated trader interest/positioning ahead of and after earnings. Read More.
• Negative Sentiment: Valuation is rich (ANET trades at a high P/E), and some commentary asks whether the recent run (one-year gains) leaves less margin for error if growth slows. This could temper longer-term upside. Read More.
• Negative Sentiment: Rising component/memory costs are a sector-wide headwind; management says it’s mitigating impacts via purchase commitments, but cost pressure remains a watch item for margins. Read More.

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.