Arista Networks, Inc. $ANET Shares Acquired by Union Square Park Capital Management LLC

Union Square Park Capital Management LLC increased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 50.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,000 shares of the technology company’s stock after acquiring an additional 5,000 shares during the quarter. Arista Networks comprises approximately 1.0% of Union Square Park Capital Management LLC’s portfolio, making the stock its 21st largest holding. Union Square Park Capital Management LLC’s holdings in Arista Networks were worth $1,842,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Main Street Group LTD purchased a new stake in shares of Arista Networks in the 1st quarter valued at about $26,000. Sankala Group LLC purchased a new position in Arista Networks during the 4th quarter worth approximately $27,000. Prosperity Bancshares Inc purchased a new position in Arista Networks during the 4th quarter worth approximately $28,000. Ameliora Wealth Management Ltd. acquired a new position in Arista Networks during the fourth quarter worth approximately $30,000. Finally, Hilton Head Capital Partners LLC increased its position in Arista Networks by 184.9% during the first quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after buying an additional 159 shares during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total transaction of $39,040,800.00. Following the transaction, the insider directly owned 182,043,048 shares of the company’s stock, valued at $29,612,942,618.16. This represents a 0.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 234,578 shares of the stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the completion of the transaction, the chief executive officer owned 5,134,207 shares of the company’s stock, valued at $961,020,866.26. This represents a 4.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,264,983 shares of company stock worth $376,175,065 in the last ninety days. 2.70% of the stock is owned by insiders.

Arista Networks Trading Down 1.6%

NYSE ANET opened at $173.79 on Friday. The stock has a market capitalization of $218.83 billion, a price-to-earnings ratio of 59.52, a PEG ratio of 2.67 and a beta of 1.60. The business’s 50 day moving average is $164.95 and its two-hundred day moving average is $148.70. Arista Networks, Inc. has a 12-month low of $113.55 and a 12-month high of $189.82.

Arista Networks (NYSE:ANET) last posted 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. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. During the same period last year, the firm earned $0.65 EPS. The company’s quarterly 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 forecast that Arista Networks, Inc. will post 3.28 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research note on Friday, May 15th. Wolfe Research reissued an “outperform” rating and set a $175.00 price objective on shares of Arista Networks in a research report on Wednesday, June 10th. TD Cowen restated a “buy” rating and issued a $210.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Monday, July 13th. Finally, JPMorgan Chase & Co. upped their target price 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. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $189.74.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

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.