Yvonne Wassenaar Sells 971 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 971 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $140.93, for a total value of $136,843.03. Following the transaction, the director directly owned 9,784 shares of the company’s stock, valued at $1,378,859.12. The trade was a 9.03% decrease in their position. The sale was disclosed in a legal 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.

Yvonne Wassenaar also recently made the following trade(s):

• On Wednesday, April 15th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $153.07, for a total value of $213,532.65.
• On Monday, March 16th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $134.34, for a total value of $187,404.30.
• On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The shares were sold at an average price of $132.44, for a total value of $240,378.60.

Arista Networks Price Performance

Shares of Arista Networks stock opened at $153.92 on Friday. The business has a 50 day simple moving average of $145.35 and a two-hundred day simple moving average of $137.18. Arista Networks, Inc. has a 12 month low of $83.86 and a 12 month high of $179.80. The stock has a market capitalization of $193.82 billion, a P/E ratio of 52.71, a PEG ratio of 2.37 and a beta of 1.67.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating analysts’ consensus estimates 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 firm earned $0.65 earnings per share. The business’s 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, research analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have commented on the company. JPMorgan Chase & Co. increased their target price on Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a report on Friday, May 15th. Wells Fargo & Company increased their price target on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Weiss Ratings raised Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $181.84.

Institutional Investors Weigh In On Arista Networks

Several hedge funds and other institutional investors have recently made changes to their positions in ANET. Knuff & Co LLC purchased a new position in Arista Networks in the third quarter worth approximately $29,000. Board of the Pension Protection Fund purchased a new position in Arista Networks in the fourth quarter worth approximately $26,000. Sankala Group LLC purchased a new position in Arista Networks in the fourth quarter worth approximately $27,000. Prosperity Bancshares Inc purchased a new position in Arista Networks in the fourth quarter worth approximately $28,000. Finally, Main Street Group LTD purchased a new position in Arista Networks in the first quarter worth approximately $26,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
• Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
• Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
• Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title

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.