Landscape Capital Management L.L.C. Increases Position in Arista Networks, Inc. $ANET

Landscape Capital Management L.L.C. boosted its position in Arista Networks, Inc. (NYSE:ANET) by 30.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 26,916 shares of the technology company’s stock after buying an additional 6,318 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in Arista Networks were worth $3,527,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of Arista Networks by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after purchasing an additional 1,188,799 shares during the last quarter. State Street Corp grew its holdings in shares of Arista Networks by 1.4% during the fourth quarter. State Street Corp now owns 46,970,697 shares of the technology company’s stock valued at $6,154,570,000 after purchasing an additional 628,146 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Arista Networks by 1.8% during the fourth quarter. Geode Capital Management LLC now owns 26,447,629 shares of the technology company’s stock valued at $3,455,095,000 after purchasing an additional 477,625 shares during the last quarter. Norges Bank bought a new position in shares of Arista Networks during the fourth quarter valued at approximately $1,558,563,000. Finally, Invesco Ltd. grew its holdings in shares of Arista Networks by 1.8% during the third quarter. Invesco Ltd. now owns 10,094,255 shares of the technology company’s stock valued at $1,470,834,000 after purchasing an additional 181,813 shares during the last quarter. 82.47% of the stock is owned by institutional investors.

Analysts Set New Price Targets

ANET has been the subject of several recent research reports. Piper Sandler reaffirmed an “overweight” rating and set a $181.00 target price (up from $175.00) on shares of Arista Networks in a report on Wednesday, May 6th. UBS Group reaffirmed a “buy” rating and set a $187.00 target price (up from $177.00) on shares of Arista Networks in a report on Wednesday, May 6th. Rosenblatt Securities upped their target price on Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price for the company in a report on Friday, May 15th. Finally, TD Cowen reaffirmed a “buy” rating and set a $200.00 target price (up from $170.00) on shares of Arista Networks in a report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $186.47.

Insider Transactions at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $169.09, for a total value of $1,352,720.00. Following the completion of the sale, the director directly owned 200,333 shares in the company, valued at $33,874,306.97. This represents a 3.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 2,448 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $157.00, for a total value of $384,336.00. Following the completion of the sale, the chief financial officer owned 64,408 shares of the company’s stock, valued at $10,112,056. This trade represents a 3.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,401,747 shares of company stock valued at $388,633,539 over the last three months. 2.70% of the stock is owned by company insiders.

Arista Networks News Summary

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

• Positive Sentiment: An analyst raised Arista Networks’ price target, helping fuel the stock’s recent climb and reinforcing optimism around the company’s outlook. Why Arista Networks Stock Flew More Than 4% Higher on Friday
• Positive Sentiment: Arista rolled out its 7060XE7 Series Ethernet platforms, with faster speeds and up to 100 Tbps switching capacity, which could support rising AI infrastructure spending and strengthen future demand. Can Arista’s Advanced Networking Platform Meet the Growing AI Demand?
• Positive Sentiment: Erste Group Bank boosted its FY2027 EPS estimate for Arista to $4.00 from $3.95, signaling improved long-term earnings expectations. MarketBeat Arista Networks article
• Neutral Sentiment: Broader market volatility tied to AI spending concerns, interest rates, and economic growth may be influencing trading across tech stocks, including Arista. The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List.
• Neutral Sentiment: A report noted that Arista co-founder Andreas Bechtolsheim sold 220,000 shares, which can draw attention but does not by itself confirm a change in the business outlook. Andreas Bechtolsheim Sells 220,000 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks Price Performance

ANET opened at $163.38 on Monday. The company has a market capitalization of $205.73 billion, a price-to-earnings ratio of 55.95, a price-to-earnings-growth ratio of 2.52 and a beta of 1.61. Arista Networks, Inc. has a 1-year low of $85.58 and a 1-year high of $179.80. The business has a 50 day moving average price of $154.43 and a two-hundred day moving average price of $140.12.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts expect that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

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.