Capital Research Global Investors Has $2 Billion Stake in Arista Networks, Inc. $ANET

Capital Research Global Investors trimmed its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 13.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,299,794 shares of the technology company’s stock after selling 2,438,390 shares during the period. Capital Research Global Investors’ holdings in Arista Networks were worth $2,004,762,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Board of the Pension Protection Fund acquired a new stake in Arista Networks in the 4th quarter valued at $26,000. Knuff & Co LLC acquired a new stake in Arista Networks in the 3rd quarter valued at $29,000. Ameliora Wealth Management Ltd. acquired a new stake in Arista Networks in the 4th quarter valued at $30,000. Quarry LP acquired a new stake in Arista Networks in the 3rd quarter valued at $33,000. Finally, Ares Financial Consulting LLC acquired a new stake in Arista Networks in the 4th quarter valued at $34,000. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Zacks Research lowered shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley reiterated an “overweight” rating and issued a $180.00 price target on shares of Arista Networks in a research note on Friday, May 1st. Wells Fargo & Company lifted their price target on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $185.00 price target on shares of Arista Networks in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Arista Networks has a consensus rating of “Buy” and an average price target of $185.72.

Arista Networks Price Performance

Arista Networks stock opened at $154.23 on Friday. The firm has a market capitalization of $194.21 billion, a PE ratio of 52.82, a P/E/G ratio of 2.38 and a beta of 1.61. The company’s 50-day moving average is $150.97 and its 200-day moving average is $138.82. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.06. The company had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. Arista Networks’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, analysts expect that Arista Networks, Inc. will post 3.27 EPS for the current year.

Arista Networks News Summary

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

• Positive Sentiment: Arista’s latest bullish commentary highlighted surging AI networking demand, market leadership, and pricing power, with management/model assumptions pointing to a larger total addressable market and strong revenue growth through 2028. Arista Networks: TAM Expansion And Surging AI Demand
• Positive Sentiment: Several recent pieces emphasized that Arista remains a favorite among growth investors because of AI infrastructure spending, high gross margins, and expectations for continued earnings expansion. US High Growth Tech Stocks with Promising Potential
• Positive Sentiment: Investor interest has stayed elevated, with multiple articles noting ANET’s strong post-earnings performance and continued attention from traders and analysts. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Some coverage focused on valuation debate after Arista’s strong rally, suggesting investors are weighing rich expectations against its growth profile. Is It Too Late To Consider Arista Networks (ANET) After Its Strong 1-Year Rally?
• Negative Sentiment: A director sold 8,000 shares under a pre-arranged trading plan, which can create mild sentiment pressure even though the sale was not viewed as a surprise. Arista Networks (NYSE:ANET) Director Charles Giancarlo Sells 8,000 Shares

Insider Transactions at Arista Networks

In other news, CEO Jayshree Ullal sold 428,000 shares of the business’s 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 transaction, the chief executive officer directly owned 5,209,207 shares in the company, valued at $924,321,690.08. The trade was a 7.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 business’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider owned 12,976 shares in the company, valued at $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 have sold 1,943,142 shares of company stock worth $314,941,943 in the last ninety days. Insiders own 2.70% of the company’s stock.

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.