Moore Capital Management LP Makes New Investment in Arista Networks, Inc. $ANET

Moore Capital Management LP bought a new stake in shares of Arista Networks, Inc. (NYSE:ANET) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 35,709 shares of the technology company’s stock, valued at approximately $6,066,000.

A number of other hedge funds have also recently made changes to their positions in the stock. Norges Bank bought a new position in Arista Networks during the 4th quarter valued at approximately $1,558,563,000. Jupiter Topco LLC purchased a new stake in shares of Arista Networks in the second quarter worth $1,101,860,000. Alyeska Investment Group L.P. bought a new position in shares of Arista Networks during the second quarter valued at $537,736,000. Franklin Resources Inc. increased its holdings in shares of Arista Networks by 59.3% during the fourth quarter. Franklin Resources Inc. now owns 7,878,360 shares of the technology company’s stock valued at $1,032,302,000 after acquiring an additional 2,934,098 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its position in shares of Arista Networks by 34.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 9,725,196 shares of the technology company’s stock worth $1,712,788,000 after purchasing an additional 2,497,275 shares during the last quarter. 82.47% of the stock is owned by institutional investors.

Arista Networks Stock Up 0.1%

NYSE ANET opened at $195.59 on Monday. The business has a 50-day moving average price of $180.28 and a 200-day moving average price of $158.51. The firm has a market cap of $246.68 billion, a price-to-earnings ratio of 61.70, a price-to-earnings-growth ratio of 2.02 and a beta of 1.60. Arista Networks, Inc. has a twelve month low of $114.52 and a twelve month high of $214.89.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The company had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.83 billion. During the same period in the previous year, the firm earned $0.73 EPS. The firm’s revenue was up 37.7% compared to the same quarter last year. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Research analysts expect that Arista Networks, Inc. will post 3.7 EPS for the current fiscal year.

Insider Transactions at Arista Networks

In related news, CEO Jayshree Ullal sold 13,809 shares of the business’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $191.79, for a total value of $2,648,428.11. Following the sale, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,901,981.43. The trade was a 58.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $187.34, for a total value of $79,057.48. Following the transaction, the director directly owned 10,194 shares of the company’s stock, valued at approximately $1,909,743.96. The trade was a 3.98% 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. Over the last ninety days, insiders sold 3,942,082 shares of company stock valued at $739,707,376. 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: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
• Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
• Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on ANET shares. Wells Fargo & Company reiterated an “overweight” rating and set a $255.00 price target (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective on the stock in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft raised Arista Networks to a “buy” rating in a report on Wednesday, June 10th. Barclays reaffirmed an “overweight” rating and set a $289.00 price target (up from $195.00) on shares of Arista Networks in a report on Wednesday, August 5th. Finally, Citigroup reaffirmed a “buy” rating on shares of Arista Networks in a research report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $226.05.

Arista Networks 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.