Capitolis Liquid Global Markets LLC Has $59.45 Million Stake in Arista Networks, Inc. $ANET

Capitolis Liquid Global Markets LLC increased its stake in Arista Networks, Inc. (NYSE:ANET) by 2.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 408,000 shares of the technology company’s stock after purchasing an additional 11,000 shares during the quarter. Capitolis Liquid Global Markets LLC’s holdings in Arista Networks were worth $59,450,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of ANET. Norges Bank acquired a new stake in Arista Networks in the second quarter worth $1,228,177,000. Massachusetts Financial Services Co. MA boosted its position in shares of Arista Networks by 2,829.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,721,156 shares of the technology company’s stock worth $833,630,000 after purchasing an additional 5,525,828 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Arista Networks by 82.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after buying an additional 4,332,659 shares during the period. Holocene Advisors LP bought a new stake in Arista Networks in the 2nd quarter valued at about $247,451,000. Finally, Schroder Investment Management Group increased its position in Arista Networks by 14.8% in the 2nd quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock valued at $1,073,654,000 after buying an additional 1,350,593 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Down 0.3%

Shares of Arista Networks stock opened at $133.67 on Friday. Arista Networks, Inc. has a 52 week low of $59.43 and a 52 week high of $164.94. The business has a 50 day moving average price of $134.86 and a 200-day moving average price of $137.32. The company has a market cap of $167.96 billion, a PE ratio of 48.43, a price-to-earnings-growth ratio of 2.37 and a beta of 1.46.

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

Analyst Ratings Changes

Several research analysts have issued reports on ANET shares. Needham & Company LLC increased their price target on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a report on Friday, February 13th. TD Cowen began coverage on Arista Networks in a report on Thursday. They set a “buy” rating and a $170.00 price objective for the company. KeyCorp reaffirmed an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, Arista Networks presently has a consensus rating of “Moderate Buy” and a consensus price target of $176.47.

Trending Headlines about Arista Networks

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)

Insider Activity

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $128.67, for a total value of $1,029,360.00. Following the completion of the sale, the director directly owned 1,784 shares of the company’s stock, valued at approximately $229,547.28. This represents a 81.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Kenneth Duda sold 26,000 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total transaction of $3,701,100.00. Following the completion of the sale, the insider owned 512,400 shares of the company’s stock, valued at approximately $72,940,140. This trade represents a 4.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 196,237 shares of company stock worth $25,865,760. 3.39% of the stock is owned by insiders.

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.