Swiss Life Asset Management Ltd Increases Stock Position in Arista Networks, Inc. $ANET

Swiss Life Asset Management Ltd boosted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 8.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 421,851 shares of the technology company’s stock after purchasing an additional 34,258 shares during the period. Swiss Life Asset Management Ltd’s holdings in Arista Networks were worth $61,468,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Global Trust Asset Management LLC raised its stake in Arista Networks by 33.0% during 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 buying an additional 4,780 shares in the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of Arista Networks in the 3rd quarter worth approximately $8,263,000. National Wealth Management Group LLC acquired a new position in shares of Arista Networks in the 3rd quarter worth approximately $1,296,000. Holocene Advisors LP bought a new stake in shares of Arista Networks in the 2nd quarter valued at approximately $247,451,000. Finally, Three Seasons Wealth LLC bought a new stake in shares of Arista Networks in the 3rd quarter valued at approximately $2,483,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Insider Activity

In other Arista Networks news, Director Yvonne Wassenaar sold 1,395 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $134.34, for a total value of $187,404.30. Following the sale, the director owned 11,179 shares in the company, valued at approximately $1,501,786.86. This trade represents a 11.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kelly Bodnar Battles sold 422 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $128.06, for a total transaction of $54,041.32. Following the completion of the sale, the director owned 9,529 shares in the company, valued at $1,220,283.74. The trade was a 4.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 141,632 shares of company stock valued at $19,156,204. 3.39% of the stock is owned by company insiders.

Arista Networks Price Performance

Shares of ANET opened at $136.15 on Thursday. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The stock has a fifty day moving average price of $134.95 and a 200 day moving average price of $137.31. The company has a market cap of $171.08 billion, a P/E ratio of 49.33, a PEG ratio of 2.36 and a beta of 1.46.

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

Wall Street Analyst Weigh In

ANET has been the topic of several research analyst reports. Needham & Company LLC raised 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. Rosenblatt Securities boosted their target price on shares of Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. The Goldman Sachs Group restated 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. Evercore reaffirmed an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a report on Friday, February 13th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $176.47.

More Arista Networks News

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

• Positive Sentiment: Announced a new high‑capacity optics module (XPO) capable of multi‑Tbps throughput—strengthens Arista’s product roadmap for hyperscale AI networking and supports future revenue from AI data centers. Arista Networks (ANET) Announces Agreement For New Optics Module
• Positive Sentiment: Industry commentary highlights Arista as a core player in the “fabric” that ties large AI clusters together—narrative reinforces durable demand for switching/telemetry products among cloud and AI customers. Arista Networks Is Powering The Fabric That Powers AI
• Positive Sentiment: Third‑party investor signals and media attention (including long‑running bullish mentions) keep Arista in AI‑infrastructure conversations—helps attract momentum investors and funds targeting AI plays. Jim Cramer Was Bullish On Arista (ANET) In February 2025 – Stock Is Up By 37%+ Since Then
• Neutral Sentiment: Market recaps note ANET outperformed while the broader market dipped—coverage attributes the move to Arista’s AI exposure and recent earnings beat, reinforcing the same bullish catalysts rather than adding new ones. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Analyst/industry pieces (TD Cowen, Trefis) frame Arista within a broader AI‑infrastructure trade—positive for sector sentiment, but actual upside depends on hyperscaler spend and wins vs. peers. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Neutral Sentiment: Comparative analyst writeups (Celestica vs Arista) highlight differing growth drivers and risks; useful for relative valuation/positioning but not an immediate stock catalyst. Celestica vs. Arista: Which AI Infrastructure Stock is a Better Buy?
• Negative Sentiment: Valuation and volatility remain risks—ANET trades at a high P/E and has above‑market beta, so positive news may already be priced in and downside could be sharp if AI capex slows.

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.