Arista Networks, Inc. $ANET Shares Newly Acquired by Epiq Partners LLC

Epiq Partners LLC acquired a new position in Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 6,313 shares of the technology company’s stock, valued at approximately $1,285,000.

Other large investors have also recently made changes to their positions in the company. ABS Investment Management LLC purchased a new stake in Arista Networks in the 2nd quarter worth approximately $29,000. ABS Direct Equity Fund LLC purchased a new position in Arista Networks during the second quarter valued at approximately $29,000. Kelleher Financial Advisors purchased a new position in Arista Networks during the second quarter valued at approximately $31,000. Cornerstone Financial Management LLC boosted its position in shares of Arista Networks by 61.9% in the second quarter. Cornerstone Financial Management LLC now owns 183 shares of the technology company’s stock worth $31,000 after purchasing an additional 70 shares during the period. Finally, Sankala Group LLC purchased a new stake in shares of Arista Networks in the fourth quarter worth $27,000. 82.47% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Jayshree Ullal sold 62,622 shares of the stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $211.40, for a total transaction of $13,238,290.80. Following the completion of the transaction, the chief executive officer directly owned 4,876,972 shares of the company’s stock, valued at approximately $1,030,991,880.80. This represents a 1.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of the firm’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $198.95, for a total value of $59,685,000.00. Following the transaction, the insider owned 180,543,048 shares of the company’s stock, valued at $35,919,039,399.60. This represents a 0.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,387,316 shares of company stock valued at $676,926,570 in the last ninety days. Company insiders own 2.70% of the company’s stock.

Arista Networks Stock Up 0.2%

NYSE ANET traded up $0.35 on Wednesday, reaching $215.71. The company had a trading volume of 4,990,643 shares, compared to its average volume of 7,935,972. The stock has a market capitalization of $272.06 billion, a PE ratio of 68.05, a price-to-earnings-growth ratio of 2.43 and a beta of 1.60. Arista Networks, Inc. has a 12 month low of $114.52 and a 12 month high of $217.32. The firm’s 50 day moving average price is $196.59 and its 200 day moving average price is $171.18.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.89 by $0.13. The business had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business’s revenue was up 37.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, research analysts expect that Arista Networks, Inc. will post 3.74 EPS for the current year.

Arista Networks News Summary

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

• Positive Sentiment: Arista announced an open Ethernet rack-scale portfolio for high-density AI infrastructure, supporting both scale-up and scale-out networks. The liquid-cooled architectures, resiliency features and open-standards approach position the company to benefit from rising demand for AI data-center connectivity. Arista is collaborating with AMD, Arm, Broadcom, Meta, Microsoft, Qualcomm and other technology partners. Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics
• Positive Sentiment: ClearBridge Investments highlighted Arista as an AI-infrastructure company with a clearer path to monetization, citing solid execution and raised guidance. The view reinforces investor confidence following the company’s recent earnings beat and strong demand environment. Arista Networks Outperforms AI Infrastructure Peers
• Positive Sentiment: Arista was among the AI stocks leading market buying, while AI-networking demand also lifted related companies. The stock recently reached a fresh 52-week high, signaling strong momentum and investor interest. Arista Networks Reaches a Fresh 52-Week High
• Positive Sentiment: Bernstein initiated coverage with an “Outperform” rating, adding to a generally bullish analyst backdrop. The company’s latest reported quarter included revenue growth of 37.7% year over year and an EPS beat, while third-quarter guidance calls for EPS of $1.06 to $1.08.
• Neutral Sentiment: Arista will report third-quarter 2026 results after the market closes on November 3. The announcement provides a forthcoming catalyst, with investors likely focused on AI-related demand, customer spending and whether guidance is raised. Arista Networks Q3 2026 Results Date
• Negative Sentiment: Zacks Research downgraded Arista from “Strong Buy” to “Hold,” creating a modest counterweight to the broader positive analyst sentiment. The stock’s elevated valuation also leaves it sensitive to any slowdown in AI infrastructure spending or disappointing guidance.
• Neutral Sentiment: Director Mark Templeton sold 5,000 shares under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his position by 9.36%, but its scheduled nature makes it a limited signal of changing insider conviction.

Wall Street Analysts Forecast Growth

ANET has been the topic of several recent analyst reports. Bank of America restated a “buy” rating and set a $240.00 price objective (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $225.00 price target on shares of Arista Networks in a research note on Wednesday, August 5th. Citigroup reissued a “buy” rating on shares of Arista Networks in a report on Thursday, August 6th. KeyCorp restated an “overweight” rating and issued a $250.00 price objective (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, Needham & Company LLC reissued a “buy” rating and set a $260.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $231.70.

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.