HBK Sorce Advisory LLC Has $3.56 Million Position in Arista Networks, Inc. $ANET

HBK Sorce Advisory LLC raised its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 24.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,911 shares of the technology company’s stock after buying an additional 5,014 shares during the period. HBK Sorce Advisory LLC’s holdings in Arista Networks were worth $3,563,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. boosted its stake in shares of Arista Networks by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after buying an additional 1,188,799 shares during the period. State Street Corp lifted its stake in shares of Arista Networks by 0.5% in the 3rd quarter. State Street Corp now owns 46,342,551 shares of the technology company’s stock valued at $6,752,573,000 after purchasing an additional 245,976 shares during the last quarter. Invesco Ltd. lifted its stake in shares of Arista Networks by 1.8% in the 3rd quarter. Invesco Ltd. now owns 10,094,255 shares of the technology company’s stock valued at $1,470,834,000 after purchasing an additional 181,813 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted 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 purchasing an additional 4,332,659 shares during the last quarter. Finally, Swedbank AB lifted its stake in shares of Arista Networks by 3.6% in the 4th quarter. Swedbank AB now owns 7,364,990 shares of the technology company’s stock valued at $965,035,000 after purchasing an additional 258,567 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Performance

NYSE:ANET opened at $153.92 on Monday. The firm’s 50-day moving average is $145.35 and its 200-day moving average is $137.04. Arista Networks, Inc. has a 52-week low of $83.86 and a 52-week high of $179.80. The company has a market cap of $193.82 billion, a price-to-earnings ratio of 52.71, a PEG ratio of 2.37 and a beta of 1.67.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the previous year, the firm posted $0.65 EPS. The business’s revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts predict that Arista Networks, Inc. will post 3.28 EPS for the current year.

More Arista Networks News

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

• Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
• Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
• Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
• Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title

Insider Buying and Selling at Arista Networks

In other news, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $140.08, for a total transaction of $4,482,560.00. Following the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,817,678.08. The trade was a 71.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $175.40, for a total transaction of $1,403,200.00. Following the sale, the director owned 208,333 shares in the company, valued at approximately $36,541,608.20. This trade represents a 3.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,503,278 shares of company stock valued at $246,655,981 in the last 90 days. Insiders own 2.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ANET. Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Barclays reaffirmed an “overweight” rating and issued a $195.00 price objective (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price objective (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Finally, Evercore reiterated an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $181.84.

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.