11,824 Shares in Arista Networks, Inc. $ANET Acquired by Lighthouse Financial Services Inc. ADV

Lighthouse Financial Services Inc. ADV bought a new position in shares of Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, HoldingsChannel.com reports. The firm bought 11,824 shares of the technology company’s stock, valued at approximately $1,549,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Board of the Pension Protection Fund purchased a new stake in Arista Networks in the fourth quarter valued at approximately $26,000. Knuff & Co LLC purchased a new stake in Arista Networks in the third quarter valued at approximately $29,000. Ameliora Wealth Management Ltd. purchased a new stake in Arista Networks in the fourth quarter valued at approximately $30,000. Richardson Financial Services Inc. lifted its stake in Arista Networks by 141.3% in the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after buying an additional 130 shares during the last quarter. Finally, Quarry LP purchased a new stake in Arista Networks in the third quarter valued at approximately $33,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Morgan Stanley raised its price target on Arista Networks to $180 from $165 and kept an Overweight rating, signaling confidence in the company’s long-term upside. Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180
• Positive Sentiment: Needham also reiterated a Buy rating on ANET, adding to the list of bullish analyst calls after recent weakness in the shares. Arista Networks (NYSE:ANET) Receives “Buy” Rating from Needham & Company LLC
• Positive Sentiment: Analyst commentary continues to frame Arista as a long-term growth stock, with one article highlighting its strong market position and another noting that analysts still see meaningful upside from current levels. Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term Ignore the sell-off in Arista Networks stock. Analysts still think ANET can gain 36% from here.
• Positive Sentiment: Recent coverage points to strong momentum in the shares, including a report that Arista rallied sharply in April as demand for data center networking and AI-related infrastructure stayed hot. Why Arista Networks Stock Rocketed 41% Higher in April and Why It’s Likely Just Getting Started
• Neutral Sentiment: Several articles and analyst notes reinforced Arista’s visibility as a high-growth AI and networking play, but these were largely reiterations of the existing bullish thesis rather than new catalysts. Susquehanna Remains a Buy on Arista Networks (ANET) Analysts Offer Insights on Technology Companies: International Business Machines (IBM), Adtran (ADTN) and Arista Networks (ANET)
• Negative Sentiment: The main drag on ANET is the company’s warning about supply constraints, which triggered the recent pullback and raised questions about near-term revenue timing despite solid demand. Is Arista Networks Stock a Buy on the Dip?
• Negative Sentiment: One article also noted that Arista’s stock fell even after a strong Q1 report, suggesting investors are currently focused more on execution and supply issues than on the earnings beat itself. Why Arista Networks Stock Plummeted Today

Insider Buying and Selling at Arista Networks

In related news, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $155.02, for a total transaction of $1,378,127.80. Following the transaction, the chief financial officer owned 60,734 shares of the company’s stock, valued at $9,414,984.68. This represents a 12.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $175.40, for a total value of $1,403,200.00. Following the transaction, the director directly owned 208,333 shares in the company, valued at $36,541,608.20. This represents a 3.70% decrease in their position. 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 three months, insiders have sold 1,502,729 shares of company stock valued at $246,707,719. Corporate insiders own 3.39% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on ANET shares. JPMorgan Chase & Co. boosted their price objective on Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. UBS Group reiterated a “buy” rating and issued a $187.00 price objective (up from $177.00) on shares of Arista Networks in a research note on Wednesday. Wells Fargo & Company boosted their price objective on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Citigroup reduced their price objective on Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Susquehanna upgraded Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $182.83.

Arista Networks Price Performance

Arista Networks stock opened at $141.73 on Friday. Arista Networks, Inc. has a 12 month low of $83.86 and a 12 month high of $179.80. The business has a 50 day simple moving average of $143.25 and a 200-day simple moving average of $137.87. The stock has a market capitalization of $178.47 billion, a PE ratio of 48.54, a price-to-earnings-growth ratio of 2.24 and a beta of 1.67.

Arista Networks (NYSE:ANET) last released its quarterly 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 during the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the prior year, the business earned $0.65 earnings per share. The company’s quarterly revenue 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. As a group, equities research analysts anticipate that Arista Networks, Inc. will post 3.18 EPS for the current year.

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.