Chantelle Yvette Breithaupt Sells 2,448 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET) CFO Chantelle Yvette Breithaupt sold 2,448 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $157.00, for a total transaction of $384,336.00. Following the transaction, the chief financial officer owned 64,408 shares in the company, valued at $10,112,056. This represents a 3.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Chantelle Yvette Breithaupt also recently made the following trade(s):

• On Tuesday, April 14th, Chantelle Yvette Breithaupt sold 8,890 shares of Arista Networks stock. The shares were sold at an average price of $155.02, for a total transaction of $1,378,127.80.

Arista Networks Trading Up 2.5%

Shares of NYSE ANET opened at $159.09 on Friday. The firm’s 50-day moving average price is $147.52 and its 200-day moving average price is $137.61. Arista Networks, Inc. has a 1-year low of $83.86 and a 1-year high of $179.80. The firm has a market capitalization of $200.33 billion, a P/E ratio of 54.48, a P/E/G ratio of 2.39 and a beta of 1.67.

Arista Networks (NYSE:ANET) last announced its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the prior year, the business earned $0.65 earnings per share. The business’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. Equities research analysts forecast that Arista Networks, Inc. will post 3.27 EPS for the current year.

Institutional Investors Weigh In On Arista Networks

Institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC grew its position in Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC bought a new stake in Arista Networks in the 4th quarter worth about $202,000. Bison Wealth LLC bought a new stake in Arista Networks in the 4th quarter worth about $251,000. Sivia Capital Partners LLC grew its position in Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after purchasing an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL grew its position in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after purchasing an additional 1,000 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Key Arista Networks News

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Truist Financial set a $175.00 price objective on shares of Arista Networks in a report on Wednesday, May 6th. Zacks Research lowered shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Wells Fargo & Company upped their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Rosenblatt Securities upped their target price on shares of Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $188.00 target price (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $185.72.

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.