Arista Networks, Inc. $ANET Stock Position Boosted by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC boosted its stake in Arista Networks, Inc. (NYSE:ANET) by 13.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 41,194 shares of the technology company’s stock after buying an additional 4,917 shares during the period. Sequoia Financial Advisors LLC’s holdings in Arista Networks were worth $5,398,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Gateway Investment Advisers LLC grew its position in Arista Networks by 5.7% in the 4th quarter. Gateway Investment Advisers LLC now owns 10,530 shares of the technology company’s stock valued at $1,380,000 after buying an additional 568 shares in the last quarter. Encompass More Asset Management grew its position in Arista Networks by 18.2% in the 4th quarter. Encompass More Asset Management now owns 8,198 shares of the technology company’s stock valued at $1,074,000 after buying an additional 1,263 shares in the last quarter. Ponta Wealth Partners LLC bought a new position in Arista Networks in the 4th quarter valued at about $563,000. Fire Capital Management LLC grew its position in Arista Networks by 36.8% in the 4th quarter. Fire Capital Management LLC now owns 15,069 shares of the technology company’s stock valued at $1,974,000 after buying an additional 4,051 shares in the last quarter. Finally, Indivisible Partners bought a new position in Arista Networks in the 4th quarter valued at about $260,000. Institutional investors own 82.47% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on ANET. Morgan Stanley reiterated an “overweight” rating and issued a $180.00 target price on shares of Arista Networks in a research report on Friday, May 1st. Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. JPMorgan Chase & Co. upped their price target on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Citigroup cut their price target on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Truist Financial set a $175.00 price objective on Arista Networks in a report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $182.83.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Morgan Stanley raised its price target on Arista Networks to $180 from $165 and kept an Overweight rating, signaling confidence in the company’s long-term upside. Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180
• Positive Sentiment: Needham also reiterated a Buy rating on ANET, adding to the list of bullish analyst calls after recent weakness in the shares. Arista Networks (NYSE:ANET) Receives “Buy” Rating from Needham & Company LLC
• Positive Sentiment: Analyst commentary continues to frame Arista as a long-term growth stock, with one article highlighting its strong market position and another noting that analysts still see meaningful upside from current levels. Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term Ignore the sell-off in Arista Networks stock. Analysts still think ANET can gain 36% from here.
• Positive Sentiment: Recent coverage points to strong momentum in the shares, including a report that Arista rallied sharply in April as demand for data center networking and AI-related infrastructure stayed hot. Why Arista Networks Stock Rocketed 41% Higher in April and Why It’s Likely Just Getting Started
• Neutral Sentiment: Several articles and analyst notes reinforced Arista’s visibility as a high-growth AI and networking play, but these were largely reiterations of the existing bullish thesis rather than new catalysts. Susquehanna Remains a Buy on Arista Networks (ANET) Analysts Offer Insights on Technology Companies: International Business Machines (IBM), Adtran (ADTN) and Arista Networks (ANET)
• Negative Sentiment: The main drag on ANET is the company’s warning about supply constraints, which triggered the recent pullback and raised questions about near-term revenue timing despite solid demand. Is Arista Networks Stock a Buy on the Dip?
• Negative Sentiment: One article also noted that Arista’s stock fell even after a strong Q1 report, suggesting investors are currently focused more on execution and supply issues than on the earnings beat itself. Why Arista Networks Stock Plummeted Today

Arista Networks Price Performance

Shares of Arista Networks stock opened at $141.73 on Friday. The firm has a market cap of $178.47 billion, a price-to-earnings ratio of 48.54, a P/E/G ratio of 2.24 and a beta of 1.67. Arista Networks, Inc. has a 52-week low of $83.86 and a 52-week high of $179.80. The stock has a 50-day simple moving average of $143.25 and a 200-day simple moving average of $137.87.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.06. The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm’s revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities research analysts predict that Arista Networks, Inc. will post 3.18 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This trade represents a 7.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. The trade was a 71.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,502,729 shares of company stock worth $246,707,719 over the last three months. 3.39% of the stock is owned by company 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.