Yvonne Wassenaar Sells 1,395 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 1,395 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $134.34, for a total transaction of $187,404.30. Following the sale, the director directly owned 11,179 shares in the company, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Yvonne Wassenaar also recently made the following trade(s):

• On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60.

Arista Networks Price Performance

NYSE ANET opened at $136.15 on Friday. The firm’s fifty day moving average price is $135.20 and its 200 day moving average price is $137.30. The company has a market capitalization of $171.07 billion, a price-to-earnings ratio of 49.33, a price-to-earnings-growth ratio of 2.41 and a beta of 1.46. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $2.38 billion. During the same period in the previous year, the company earned $0.66 earnings per share. Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. KeyCorp reissued an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Piper Sandler reaffirmed an “overweight” rating and set a $175.00 price target (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Rosenblatt Securities boosted their price objective on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Morgan Stanley reissued an “overweight” rating and issued a $165.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $176.47.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Jim Cramer mentions and media attention have kept momentum on ANET, with coverage highlighting Arista as a key data‑center / quantum/AI infrastructure pick — a likely catalyst for retail and momentum flows. Arista (ANET) Shares Higher After Jim Cramer Said It Made Sense In January 2025
• Positive Sentiment: Analyst coverage has tilted bullish recently — TD Cowen initiated coverage as a buy, and other firms (Goldman, Needham) have raised targets — supporting upside expectations and raising the consensus target. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Positive Sentiment: Market pieces note ANET outperformed on a day the broader market dipped, signaling relative strength driven by AI/data‑center narrative and recent fundamentals. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Street target and consensus metrics: brokerages show an average target near $176.47, which implies upside from current levels but also reflects already elevated expectations. Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Target Price from Brokerages
• Negative Sentiment: An insider transaction: director Yvonne Wassenaar sold 1,395 shares (disclosed March 16), a modest-sized sale that can be read as profit‑taking and may give shorter‑term sellers a reason to trim positions. Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 1,395 Shares

Hedge Funds Weigh In On Arista Networks

Several institutional investors have recently added to or reduced their stakes in ANET. Global Trust Asset Management LLC lifted its holdings in shares of Arista Networks by 33.0% in the 3rd quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after buying an additional 4,780 shares during the period. Rakuten Investment Management Inc. acquired a new position in Arista Networks during the third quarter worth $8,263,000. National Wealth Management Group LLC acquired a new position in Arista Networks during the third quarter worth $1,296,000. Vanguard Group Inc. raised its position in Arista Networks by 1.2% in the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock worth $10,127,984,000 after acquiring an additional 1,136,167 shares in the last quarter. Finally, Holocene Advisors LP purchased a new position in Arista Networks in the second quarter worth $247,451,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

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.