SBI Securities Co. Ltd. Lowers Holdings in Arista Networks, Inc. $ANET

SBI Securities Co. Ltd. reduced its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 21.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 26,750 shares of the technology company’s stock after selling 7,472 shares during the period. SBI Securities Co. Ltd.’s holdings in Arista Networks were worth $3,505,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC boosted its stake in shares of Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after buying an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new position in Arista Networks during the fourth quarter valued at approximately $202,000. Bison Wealth LLC purchased a new position in Arista Networks during the fourth quarter valued at approximately $251,000. Sivia Capital Partners LLC lifted its holdings in Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after acquiring an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL boosted its position in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after purchasing an additional 1,000 shares in the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Down 13.6%

ANET stock opened at $147.09 on Thursday. Arista Networks, Inc. has a 52-week low of $82.80 and a 52-week high of $179.80. The stock has a market cap of $185.21 billion, a price-to-earnings ratio of 50.37, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67. The business has a fifty day moving average of $142.99 and a two-hundred day moving average of $137.88.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.81 by $0.06. The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a return on equity of 31.23% and a net margin of 38.32%.The company’s quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, sell-side analysts anticipate that Arista Networks, Inc. will post 3.17 EPS for the current year.

Key Arista Networks News

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

• Positive Sentiment: Q1 beat — Arista reported Q1 revenue up ~35% YoY to $2.71B and EPS of $0.87 (vs. ~$0.81 consensus), underscoring robust AI/data‑center demand. Zacks: Arista Beats Q1
• Positive Sentiment: Q2 EPS guide modestly ahead — Management set Q2 EPS at $0.88, above street expectations, signaling continued profitability into the next quarter. Business Wire: Q1 Results & Guidance
• Positive Sentiment: Analyst upgrades/raises — Rosenblatt raised its price target to $210 and Needham reaffirmed a $185 target, reflecting continued bullish views on Arista’s AI networking exposure. Benzinga: Rosenblatt/Needham Notes
• Neutral Sentiment: Consensus view stays constructive — Street consensus PT sits near $178.67 and the majority of analysts retain Buy/Outperform ratings, leaving longer‑term sentiment positive though expectations are high. AmericanBankingNews: Consensus PT
• Negative Sentiment: After‑hours sell‑off and volatility — The stock fell sharply in after‑hours trading despite the beat, indicating profit‑taking and disappointment versus elevated expectations. Yahoo: Stock Down After Beats
• Negative Sentiment: Margin/guidance nuance — Several outlets noted gross margin landed slightly below estimates and that guidance didn’t clearly beat on revenue/margins, which likely triggered short‑term selling. Seeking Alpha: Margin Note
• Negative Sentiment: Insider sale highlighted — Director Charles Giancarlo sold 8,000 shares under a pre‑arranged 10b5‑1 plan; while routine, such disclosures can weigh on sentiment in a volatile session. SEC: Insider Filing
• Negative Sentiment: Analyst PT tweak downward — Citigroup trimmed its PT from $176 to $173 (still a Buy), a modest hit to the high‑expectations backdrop. Benzinga: Citigroup PT Cut

Insider Transactions at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. This trade represents a 7.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. This represents a 71.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,502,729 shares of company stock worth $246,707,719 in the last ninety days. 3.39% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

ANET has been the topic of a number of analyst reports. TD Cowen reaffirmed a “buy” rating and set a $200.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Wednesday. Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. UBS Group reissued a “buy” rating and set a $187.00 price target (up from $177.00) on shares of Arista Networks in a report on Wednesday. JPMorgan Chase & Co. increased their price target on Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $181.00 price objective (up from $175.00) on shares of Arista Networks in a report on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $182.22.

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.