Groupama Asset Managment Decreases Stock Position in Arista Networks, Inc. $ANET

Groupama Asset Managment cut its position in Arista Networks, Inc. (NYSE:ANET) by 31.3% during the third quarter, HoldingsChannel.com reports. The fund owned 36,224 shares of the technology company’s stock after selling 16,495 shares during the period. Groupama Asset Managment’s holdings in Arista Networks were worth $5,278,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks during the fourth quarter worth $202,000. Bison Wealth LLC purchased a new stake in shares of Arista Networks during the fourth quarter worth $251,000. Sivia Capital Partners LLC raised its position 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 valued at $1,097,000 after buying an additional 3,496 shares during the last quarter. Finally, Kingsview Wealth Management LLC lifted its stake in shares of Arista Networks by 4.2% in the second quarter. Kingsview Wealth Management LLC now owns 17,023 shares of the technology company’s stock worth $1,742,000 after buying an additional 680 shares in the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ANET has been the topic of a number of recent research reports. Barclays restated an “overweight” rating and set a $184.00 price target (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Wells Fargo & Company increased their price objective on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Morgan Stanley reissued an “overweight” rating and issued a $165.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Evercore restated an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Finally, UBS Group set a $200.00 price target on Arista Networks in a report on Tuesday, February 24th. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $176.47.

Arista Networks Trading Up 0.1%

Shares of ANET opened at $136.15 on Friday. Arista Networks, Inc. has a 12-month low of $59.43 and a 12-month high of $164.94. The firm has a market capitalization of $171.07 billion, a P/E ratio of 49.33, a P/E/G ratio of 2.41 and a beta of 1.46. The firm has a 50-day moving average price of $135.20 and a 200 day moving average price of $137.30.

Arista Networks (NYSE:ANET) last issued its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. The company had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.66 earnings per share. Equities research analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $128.67, for a total transaction of $1,029,360.00. Following the sale, the director owned 1,784 shares of the company’s stock, valued at approximately $229,547.28. The trade was a 81.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kelly Bodnar Battles sold 422 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $128.06, for a total value of $54,041.32. Following the completion of the transaction, the director owned 9,529 shares in the company, valued at $1,220,283.74. This represents a 4.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,632 shares of company stock worth $26,936,324 over the last quarter. 3.39% of the stock is currently owned by corporate insiders.

Key Arista Networks News

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

• Positive Sentiment: Jim Cramer mentions and media attention have kept momentum on ANET, with coverage highlighting Arista as a key data‑center / quantum/AI infrastructure pick — a likely catalyst for retail and momentum flows. Arista (ANET) Shares Higher After Jim Cramer Said It Made Sense In January 2025
• Positive Sentiment: Analyst coverage has tilted bullish recently — TD Cowen initiated coverage as a buy, and other firms (Goldman, Needham) have raised targets — supporting upside expectations and raising the consensus target. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Positive Sentiment: Market pieces note ANET outperformed on a day the broader market dipped, signaling relative strength driven by AI/data‑center narrative and recent fundamentals. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Street target and consensus metrics: brokerages show an average target near $176.47, which implies upside from current levels but also reflects already elevated expectations. Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Target Price from Brokerages
• Negative Sentiment: An insider transaction: director Yvonne Wassenaar sold 1,395 shares (disclosed March 16), a modest-sized sale that can be read as profit‑taking and may give shorter‑term sellers a reason to trim positions. Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 1,395 Shares

Arista Networks Company 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.