Arista Networks, Inc. $ANET Shares Acquired by Vise Technologies Inc.

Vise Technologies Inc. grew its stake in Arista Networks, Inc. (NYSE:ANET) by 124.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 36,315 shares of the technology company’s stock after buying an additional 20,169 shares during the quarter. Vise Technologies Inc.’s holdings in Arista Networks were worth $4,758,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of ANET. Board of the Pension Protection Fund acquired a new position in shares of Arista Networks in the 4th quarter valued at about $26,000. Knuff & Co LLC purchased a new position in shares of Arista Networks in the 3rd quarter valued at about $29,000. Ameliora Wealth Management Ltd. purchased a new position in shares of Arista Networks in the 4th quarter valued at about $30,000. Quarry LP purchased a new position in shares of Arista Networks in the 3rd quarter valued at about $33,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Arista Networks in the 4th quarter valued at about $34,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Insider Activity at Arista Networks

In other Arista Networks news, CFO Chantelle Yvette Breithaupt sold 2,448 shares of the business’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 transaction of $384,336.00. Following the completion of the sale, the chief financial officer directly owned 64,408 shares in the company, valued at approximately $10,112,056. The trade was a 3.66% decrease in their position. 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 Charles H. Giancarlo sold 8,000 shares of the business’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 sale, the director owned 200,333 shares of the company’s stock, valued at approximately $33,874,306.97. This trade represents a 3.84% 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 1,943,142 shares of company stock worth $314,941,943 in the last quarter. Corporate insiders own 2.70% of the company’s stock.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Arista’s latest bullish commentary highlighted surging AI networking demand, market leadership, and pricing power, with management/model assumptions pointing to a larger total addressable market and strong revenue growth through 2028. Arista Networks: TAM Expansion And Surging AI Demand
• Positive Sentiment: Several recent pieces emphasized that Arista remains a favorite among growth investors because of AI infrastructure spending, high gross margins, and expectations for continued earnings expansion. US High Growth Tech Stocks with Promising Potential
• Positive Sentiment: Investor interest has stayed elevated, with multiple articles noting ANET’s strong post-earnings performance and continued attention from traders and analysts. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Some coverage focused on valuation debate after Arista’s strong rally, suggesting investors are weighing rich expectations against its growth profile. Is It Too Late To Consider Arista Networks (ANET) After Its Strong 1-Year Rally?
• Negative Sentiment: A director sold 8,000 shares under a pre-arranged trading plan, which can create mild sentiment pressure even though the sale was not viewed as a surprise. Arista Networks (NYSE:ANET) Director Charles Giancarlo Sells 8,000 Shares

Arista Networks Trading Down 7.1%

NYSE:ANET opened at $154.23 on Friday. Arista Networks, Inc. has a 12 month low of $85.58 and a 12 month high of $179.80. The stock has a 50 day moving average of $150.97 and a two-hundred day moving average of $138.82. The firm has a market cap of $194.21 billion, a P/E ratio of 52.82, a price-to-earnings-growth ratio of 2.56 and a beta of 1.61.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data 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 company had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the business earned $0.65 EPS. Arista Networks’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, research analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ANET. Morgan Stanley restated an “overweight” rating and issued a $180.00 price target on shares of Arista Networks in a research note on Friday, May 1st. TD Cowen restated a “buy” rating and issued a $200.00 price target (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Rosenblatt Securities lifted their price target on Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Barclays restated an “overweight” rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Finally, Raymond James Financial upgraded Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research note on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Arista Networks presently has a consensus rating of “Buy” and a consensus target price 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.