Goldstream Capital Management Ltd Has $2.56 Million Holdings in Arista Networks, Inc. $ANET

Goldstream Capital Management Ltd lessened its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 25.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,546 shares of the technology company’s stock after selling 6,103 shares during the quarter. Arista Networks accounts for about 0.6% of Goldstream Capital Management Ltd’s investment portfolio, making the stock its 20th largest position. Goldstream Capital Management Ltd’s holdings in Arista Networks were worth $2,557,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Bare Financial Services Inc grew its holdings in shares of Arista Networks by 2,118.2% in the 2nd quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after purchasing an additional 233 shares during the last quarter. AdvisorNet Financial Inc lifted its holdings in Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares during the last quarter. Knuff & Co LLC acquired a new position in Arista Networks in the third quarter valued at about $29,000. Richardson Financial Services Inc. boosted its position in Arista Networks by 141.3% in the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after buying an additional 130 shares in the last quarter. Finally, SJS Investment Consulting Inc. grew its stake in Arista Networks by 979.2% during the third quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock worth $38,000 after buying an additional 235 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

ANET has been the subject of several recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $188.00 price objective (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. TD Cowen assumed coverage on Arista Networks in a research report on Thursday. They set a “buy” rating and a $170.00 price target on the stock. Wells Fargo & Company raised 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. Evercore reiterated an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a research report on Friday, February 13th. Finally, Needham & Company LLC boosted their price objective on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Eighteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.47.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $140.43, for a total value of $1,123,440.00. Following the transaction, the director directly owned 9,784 shares in the company, valued at approximately $1,373,967.12. This trade represents a 44.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the sale, the director directly owned 12,574 shares of the company’s stock, valued at $1,665,300.56. This trade represents a 12.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 196,237 shares of company stock worth $25,865,760. Insiders own 3.39% of the company’s stock.

Arista Networks Trading Down 0.3%

Shares of ANET stock opened at $133.67 on Friday. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The firm’s 50 day moving average is $134.86 and its 200-day moving average is $137.30. The firm has a market capitalization of $167.96 billion, a price-to-earnings ratio of 48.43, a PEG ratio of 2.38 and a beta of 1.46.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. During the same period in the prior year, the firm earned $0.66 earnings per share. Arista Networks’s revenue was up 28.9% compared to the same quarter last year. On average, equities research analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Arista Networks News Roundup

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Arista Networks 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.