Caerus Investment Advisors LLC Acquires 5,450 Shares of Arista Networks, Inc. $ANET

Caerus Investment Advisors LLC grew its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 171.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 8,636 shares of the technology company’s stock after purchasing an additional 5,450 shares during the period. Caerus Investment Advisors LLC’s holdings in Arista Networks were worth $1,132,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of ANET. Lighthouse Financial Services Inc. ADV purchased a new position in shares of Arista Networks during the fourth quarter valued at approximately $1,549,000. Bensler LLC purchased a new position in shares of Arista Networks during the fourth quarter valued at approximately $6,350,000. QRG Capital Management Inc. grew its stake in Arista Networks by 6.4% in the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock worth $22,224,000 after purchasing an additional 10,217 shares during the period. Jefferies Financial Group Inc. grew its stake in Arista Networks by 59.8% in the fourth quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock worth $2,309,000 after purchasing an additional 6,591 shares during the period. Finally, Reaves W H & Co. Inc. purchased a new stake in Arista Networks in the fourth quarter worth $3,058,000. Institutional investors own 82.47% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Barclays reaffirmed an “overweight” rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Susquehanna raised Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Truist Financial set a $175.00 price target on Arista Networks in a research note on Wednesday, May 6th. Finally, Bank of America upped their price target on Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Arista Networks presently has a consensus rating of “Buy” and an average price target of $185.95.

Arista Networks Trading Up 3.1%

Arista Networks stock opened at $156.46 on Friday. The business’s fifty day simple moving average is $153.66 and its two-hundred day simple moving average is $139.83. Arista Networks, Inc. has a 12 month low of $85.58 and a 12 month high of $179.80. The company has a market capitalization of $197.01 billion, a price-to-earnings ratio of 53.58, a price-to-earnings-growth ratio of 2.34 and a beta of 1.61.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the company posted $0.65 earnings per share. The company’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 predict that Arista Networks, Inc. will post 3.27 EPS for the current year.

Insider Activity

In other news, CEO Jayshree Ullal sold 428,000 shares of the company’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. This represents a 7.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the company’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $163.06, for a total value of $39,134,400.00. Following the transaction, the insider directly owned 331,848 shares in the company, valued at approximately $54,111,134.88. The trade was a 41.97% 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 have sold a total of 2,403,142 shares of company stock valued at $388,820,943 over the last ninety days. 2.70% of the stock is currently owned by corporate insiders.

More Arista Networks News

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

• Positive Sentiment: Arista’s rollout of its 7060XE7 Series 1.6T networking platforms supports the AI growth story, as the products are designed for rack-scale AI infrastructure and higher-capacity data-center networking. Article Title
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Arista Networks, adding to signs that Wall Street expects continued earnings growth. Article Title
• Neutral Sentiment: Broader market volatility tied to AI spending, interest rates, and growth concerns may be increasing attention on AI infrastructure names like ANET, but it is not a company-specific catalyst. Article Title
• Negative Sentiment: Recent insider selling by major shareholder Andreas Bechtolsheim may weigh on sentiment, even though the trades were made under a pre-arranged 10b5-1 plan. Article Title

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.