Arista Networks, Inc. $ANET Shares Newly Acquired by Silvia Mccoll Wealth Management LLC

Silvia Mccoll Wealth Management LLC purchased a new stake in Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 4,627 shares of the technology company’s stock, valued at approximately $942,000.

A number of other institutional investors also recently made changes to their positions in ANET. ABS Investment Management LLC acquired a new stake in Arista Networks during the 2nd quarter worth approximately $29,000. ABS Direct Equity Fund LLC acquired a new stake in shares of Arista Networks during the second quarter worth $29,000. Kelleher Financial Advisors acquired a new stake in shares of Arista Networks during the second quarter worth $31,000. Cornerstone Financial Management LLC boosted its position in shares of Arista Networks by 61.9% in the second quarter. Cornerstone Financial Management LLC now owns 183 shares of the technology company’s stock valued at $31,000 after acquiring an additional 70 shares during the period. Finally, Sankala Group LLC bought a new stake in shares of Arista Networks in the fourth quarter valued at about $27,000. Institutional investors own 82.47% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on ANET shares. Evercore reiterated an “outperform” rating on shares of Arista Networks in a research note on Wednesday. Bank of America reaffirmed a “buy” rating and set a $240.00 target price (up from $200.00) on shares of Arista Networks in a report on Wednesday, August 5th. TD Cowen lifted their price target on shares of Arista Networks from $210.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $225.00 price target on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Barclays reissued an “overweight” rating and set a $289.00 price target (up from $195.00) on shares of Arista Networks in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $231.70.

Arista Networks Trading Up 0.2%

ANET stock traded up $0.35 during mid-day trading on Wednesday, hitting $215.71. The stock had a trading volume of 4,990,643 shares, compared to its average volume of 7,935,972. Arista Networks, Inc. has a 52 week low of $114.52 and a 52 week high of $217.32. The firm has a market capitalization of $272.06 billion, a P/E ratio of 68.05, a P/E/G ratio of 2.43 and a beta of 1.60. The firm has a fifty day simple moving average of $196.59 and a 200 day simple moving average of $171.18.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The company had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the prior year, the firm posted $0.73 EPS. The firm’s quarterly revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, equities analysts expect that Arista Networks, Inc. will post 3.74 earnings per share for the current fiscal year.

Key Arista Networks News

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

• Positive Sentiment: Arista announced an open Ethernet rack-scale portfolio for high-density AI infrastructure, supporting both scale-up and scale-out networks. The liquid-cooled architectures, resiliency features and open-standards approach position the company to benefit from rising demand for AI data-center connectivity. Arista is collaborating with AMD, Arm, Broadcom, Meta, Microsoft, Qualcomm and other technology partners. Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics
• Positive Sentiment: ClearBridge Investments highlighted Arista as an AI-infrastructure company with a clearer path to monetization, citing solid execution and raised guidance. The view reinforces investor confidence following the company’s recent earnings beat and strong demand environment. Arista Networks Outperforms AI Infrastructure Peers
• Positive Sentiment: Arista was among the AI stocks leading market buying, while AI-networking demand also lifted related companies. The stock recently reached a fresh 52-week high, signaling strong momentum and investor interest. Arista Networks Reaches a Fresh 52-Week High
• Positive Sentiment: Bernstein initiated coverage with an “Outperform” rating, adding to a generally bullish analyst backdrop. The company’s latest reported quarter included revenue growth of 37.7% year over year and an EPS beat, while third-quarter guidance calls for EPS of $1.06 to $1.08.
• Neutral Sentiment: Arista will report third-quarter 2026 results after the market closes on November 3. The announcement provides a forthcoming catalyst, with investors likely focused on AI-related demand, customer spending and whether guidance is raised. Arista Networks Q3 2026 Results Date
• Negative Sentiment: Zacks Research downgraded Arista from “Strong Buy” to “Hold,” creating a modest counterweight to the broader positive analyst sentiment. The stock’s elevated valuation also leaves it sensitive to any slowdown in AI infrastructure spending or disappointing guidance.
• Neutral Sentiment: Director Mark Templeton sold 5,000 shares under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his position by 9.36%, but its scheduled nature makes it a limited signal of changing insider conviction.

Insider Activity at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 767,029 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the completion of the sale, the chief executive officer directly owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This represents a 4.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $203.30, for a total value of $60,990,000.00. Following the completion of the sale, the insider directly owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 3,387,316 shares of company stock valued at $676,926,570. Company insiders own 2.70% of the company’s stock.

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.