Krilogy Financial LLC Takes $2.34 Million Position in Arista Networks, Inc. $ANET

Krilogy Financial LLC bought a new position in shares of Arista Networks, Inc. (NYSE:ANET) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 16,626 shares of the technology company’s stock, valued at approximately $2,335,000.

Several other large investors have also recently bought and sold shares of ANET. Global Trust Asset Management LLC raised its stake in Arista Networks by 33.0% in the third quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after purchasing an additional 4,780 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of Arista Networks during the 3rd quarter worth $8,263,000. National Wealth Management Group LLC purchased a new position in Arista Networks in the third quarter worth $1,296,000. Vanguard Group Inc. increased its stake in Arista Networks by 1.2% in the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock valued at $10,127,984,000 after acquiring an additional 1,136,167 shares during the last quarter. Finally, Holocene Advisors LP purchased a new stake in Arista Networks during the second quarter valued at about $247,451,000. 82.47% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on ANET shares. Piper Sandler raised Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $145.00 to $159.00 in a research note on Monday, January 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Morgan Stanley cut their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. UBS Group reissued a “buy” rating and set a $155.00 price target on shares of Arista Networks in a research note on Wednesday, December 3rd. Finally, Barclays restated an “overweight” rating and issued a $183.00 price objective (up from $179.00) on shares of Arista Networks in a report on Wednesday, November 5th. Seventeen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Arista Networks currently has a consensus rating of “Moderate Buy” and a consensus target price of $166.00.

Insider Activity

In other news, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $128.43, for a total transaction of $3,339,180.00. Following the completion of the transaction, the insider directly owned 522,400 shares of the company’s stock, valued at approximately $67,091,832. This represents a 4.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $117.15, for a total transaction of $49,437.30. Following the sale, the director owned 8,980 shares of the company’s stock, valued at approximately $1,052,007. This represents a 4.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 216,464 shares of company stock worth $27,553,548. 3.39% of the stock is currently owned by corporate insiders.

More Arista Networks News

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

• Positive Sentiment: Analysts are broadly upbeat ahead of fiscal Q4 results, forecasting roughly mid-teens earnings growth — a view that supports upside if Arista posts solid guidance. Arista Networks Q4 preview: Analysts bullish ahead of results as earnings seen rising 17%
• Positive Sentiment: Recent analyst commentary compiled by outlets shows continued strong sentiment heading into Q4 results, reinforcing expectations that guidance and AI/datacenter demand remain the key catalysts. Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results
• Positive Sentiment: Rosenblatt raised its price target from $140 to $165 (still a “neutral” rating), implying notable upside potential from current levels — this lift in Street targets can support the stock if earnings meet expectations. Benzinga
• Positive Sentiment: An upgrade from a ratings source highlighted Arista as a leader in networking ahead of Q4 results, which can buoy sentiment if the company reaffirms AI-driven demand trends. Arista Networks No. 1 in its industry; gets rating upgrade with Q4 earnings due Thursday
• Positive Sentiment: Increased options activity: about 44,291 call contracts traded (≈74% above typical call volume), signaling short-term speculative bullish bets that could amplify moves ahead of earnings or news.
• Positive Sentiment: Inclusion on lists of top cloud/computing stocks (alongside GOOGL, MSFT, IBM) highlights Arista’s role in digital transformation themes that attract longer-term investors. Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
• Neutral Sentiment: Coverage noted Arista’s growth tie to AI data centers but flagged new execution and macro risks tied to AI cycles and competitive dynamics — this is a mixed signal that could generate volatility depending on earnings tone. Arista Networks Ties Growth To AI Data Centers Amid New Risks

Arista Networks Stock Performance

NYSE:ANET opened at $140.96 on Thursday. Arista Networks, Inc. has a fifty-two week low of $59.43 and a fifty-two week high of $164.94. The firm has a market cap of $177.51 billion, a PE ratio of 53.60, a price-to-earnings-growth ratio of 2.42 and a beta of 1.42. The business has a 50 day moving average price of $132.65 and a 200-day moving average price of $136.71.

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.