Insider Selling: Arista Networks (NYSE:ANET) Director Sells 1,395 Shares of Stock

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 1,395 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $134.34, for a total value of $187,404.30. Following the sale, the director owned 11,179 shares in the company, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Yvonne Wassenaar also recently made the following trade(s):

• On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60.

Arista Networks Trading Up 2.3%

ANET traded up $3.08 during midday trading on Wednesday, hitting $136.15. 5,259,962 shares of the company were exchanged, compared to its average volume of 6,998,003. The company’s 50 day simple moving average is $134.83 and its 200 day simple moving average is $137.32. The firm has a market capitalization of $171.08 billion, a price-to-earnings ratio of 49.33, a price-to-earnings-growth ratio of 2.36 and a beta of 1.46. Arista Networks, Inc. has a 1-year low of $59.43 and a 1-year high of $164.94.

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 the consensus estimate of $0.75 by $0.07. The company had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.Arista Networks’s quarterly revenue was up 28.9% on a year-over-year basis. During the same period last year, the business earned $0.66 earnings per share. On average, equities analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current year.

Institutional Investors Weigh In On Arista Networks

Several institutional investors have recently bought and sold shares of the company. Global Trust Asset Management LLC increased its holdings in shares of Arista Networks by 33.0% in the third quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after purchasing an additional 4,780 shares during the last quarter. Rakuten Investment Management Inc. purchased a new position in Arista Networks during the third quarter worth approximately $8,263,000. National Wealth Management Group LLC acquired a new position in Arista Networks during the third quarter worth $1,296,000. Vanguard Group Inc. boosted its stake in Arista Networks by 1.2% during the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock worth $10,127,984,000 after buying an additional 1,136,167 shares during the last quarter. Finally, Holocene Advisors LP purchased a new stake in Arista Networks in the 2nd quarter valued at $247,451,000. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on ANET. Rosenblatt Securities lifted their price target on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Barclays reissued an “overweight” rating and issued a $184.00 price objective (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Needham & Company LLC upped their target price on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Arista Networks presently has a consensus rating of “Moderate Buy” and an average target price of $176.47.

More Arista Networks News

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

• Positive Sentiment: Announced a new high‑capacity optics module (XPO) capable of multi‑Tbps throughput—strengthens Arista’s product roadmap for hyperscale AI networking and supports future revenue from AI data centers. Arista Networks (ANET) Announces Agreement For New Optics Module
• Positive Sentiment: Industry commentary highlights Arista as a core player in the “fabric” that ties large AI clusters together—narrative reinforces durable demand for switching/telemetry products among cloud and AI customers. Arista Networks Is Powering The Fabric That Powers AI
• Positive Sentiment: Third‑party investor signals and media attention (including long‑running bullish mentions) keep Arista in AI‑infrastructure conversations—helps attract momentum investors and funds targeting AI plays. Jim Cramer Was Bullish On Arista (ANET) In February 2025 – Stock Is Up By 37%+ Since Then
• Neutral Sentiment: Market recaps note ANET outperformed while the broader market dipped—coverage attributes the move to Arista’s AI exposure and recent earnings beat, reinforcing the same bullish catalysts rather than adding new ones. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Analyst/industry pieces (TD Cowen, Trefis) frame Arista within a broader AI‑infrastructure trade—positive for sector sentiment, but actual upside depends on hyperscaler spend and wins vs. peers. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Neutral Sentiment: Comparative analyst writeups (Celestica vs Arista) highlight differing growth drivers and risks; useful for relative valuation/positioning but not an immediate stock catalyst. Celestica vs. Arista: Which AI Infrastructure Stock is a Better Buy?
• Negative Sentiment: Valuation and volatility remain risks—ANET trades at a high P/E and has above‑market beta, so positive news may already be priced in and downside could be sharp if AI capex slows.

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.