Arista Networks, Inc. $ANET Shares Sold by Cache Advisors LLC

Cache Advisors LLC reduced its position in Arista Networks, Inc. (NYSE:ANET) by 22.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 73,504 shares of the technology company’s stock after selling 21,874 shares during the period. Arista Networks comprises 1.9% of Cache Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Cache Advisors LLC’s holdings in Arista Networks were worth $10,710,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ANET. Brighton Jones LLC increased its stake in shares of Arista Networks by 321.7% during the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in Arista Networks during the 4th quarter valued at $202,000. Bison Wealth LLC purchased a new position in Arista Networks during the fourth quarter worth $251,000. Sivia Capital Partners LLC raised its holdings in shares of Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares during the last quarter. Finally, Flagship Harbor Advisors LLC lifted its position in shares of Arista Networks by 11.0% in the second quarter. Flagship Harbor Advisors LLC now owns 6,553 shares of the technology company’s stock valued at $670,000 after acquiring an additional 648 shares in the last quarter. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Arista Networks News Summary

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

• Positive Sentiment: Wall Street remains broadly bullish as Arista has meaningfully outperformed the S&P 500 over the past year, supporting buy-side conviction in its multi‑year growth runway. Is Arista Networks’ Stock Outperforming the S&P 500?
• Positive Sentiment: One analyst sees >50% upside as accelerating AI data‑center demand and Arista’s execution (switching, Ethernet for AI fabrics) could drive another leg of growth. This bullish note can attract momentum buyers. Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year
• Positive Sentiment: Arista 2.0 strategy (AI focus, SaaS offers and a 150M port deployment milestone) is gaining traction — supports upside potential from higher‑margin software and recurring‑revenue mix improvements. Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
• Positive Sentiment: Recent quarterly results beat expectations and management raised AI revenue guidance for FY‑2026, reinforcing Arista’s role in next‑gen cloud and AI infrastructure — a core fundamental support for the rally. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Neutral Sentiment: Company presentation at Bernstein Insights provides incremental color on strategy and roadmap (helpful for investors, but not an immediate catalyst). Arista Networks, Inc. (ANET) Presents at Bernstein Insights
• Negative Sentiment: Despite the beat and guidance lift, the stock previously pulled back (~5%) as some investors rotated out on valuation concerns and to lock gains — this dynamic can cause volatility even with positive fundamentals. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Negative Sentiment: Insider selling: a director sold 422 shares (~$54k) last week — a small position change but sometimes cited by traders as a near‑term weak signal. Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles Sells 422 Shares

Arista Networks Stock Performance

Arista Networks stock opened at $133.32 on Friday. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The firm has a 50 day moving average price of $134.35 and a 200 day moving average price of $137.33. The company has a market cap of $167.52 billion, a price-to-earnings ratio of 48.30, a PEG ratio of 2.37 and a beta of 1.42.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.38 billion. Arista Networks’s revenue for the quarter was up 28.9% on a year-over-year basis. During the same quarter last year, the business earned $0.66 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Transactions at Arista Networks

In related news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the completion of the sale, the director owned 9,784 shares of the company’s stock, valued at approximately $1,373,967.12. This represents a 44.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Kenneth Duda sold 26,000 shares of Arista Networks stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total transaction of $3,701,100.00. Following the transaction, the insider directly owned 512,400 shares in the company, valued at approximately $72,940,140. This trade represents a 4.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 196,237 shares of company stock worth $25,861,120 in the last three months. 3.39% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

ANET has been the subject of a number of recent research reports. Erste Group Bank cut Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Piper Sandler reissued an “overweight” rating and set a $175.00 price objective (up from $159.00) on shares of Arista Networks in a research note on Friday, February 13th. KeyCorp reaffirmed an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, Evercore reiterated an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $176.88.

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.