Odyssey Capital Advisors Inc. Takes Position in Arista Networks, Inc. $ANET

Odyssey Capital Advisors Inc. acquired a new stake in Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 6,010 shares of the technology company’s stock, valued at approximately $787,000.

Several other institutional investors have also modified their holdings of ANET. Knuff & Co LLC bought a new stake in shares of Arista Networks during the 3rd quarter worth approximately $29,000. Board of the Pension Protection Fund bought a new stake in shares of Arista Networks during the 4th quarter worth approximately $26,000. Richardson Financial Services Inc. lifted its stake in shares of Arista Networks by 141.3% during the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after acquiring an additional 130 shares during the last quarter. Quarry LP bought a new stake in shares of Arista Networks during the 3rd quarter worth approximately $33,000. Finally, Ameliora Wealth Management Ltd. bought a new stake in shares of Arista Networks during the 4th quarter worth approximately $30,000. 82.47% of the stock is owned by institutional investors.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. This trade represents a 71.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the transaction, the chief executive officer owned 5,209,207 shares in the company, valued at $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. 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 have sold a total of 1,502,729 shares of company stock worth $246,707,719 over the last 90 days. 2.70% of the stock is currently owned by company insiders.

More Arista Networks News

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

• Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
• Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
• Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
• Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
• Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
• Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on ANET shares. Barclays reissued an “overweight” rating and set a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Evercore reissued an “outperform” rating and set a $200.00 price target on shares of Arista Networks in a research note on Friday, February 13th. The Goldman Sachs Group reissued a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings raised Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a research note on Friday. Finally, Susquehanna raised Arista Networks to a “strong-buy” rating in a research note on Wednesday, April 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $181.84.

Arista Networks Stock Up 0.0%

ANET opened at $141.98 on Monday. The stock’s fifty day moving average is $144.57 and its two-hundred day moving average is $137.51. The company has a market capitalization of $178.78 billion, a P/E ratio of 48.62, a PEG ratio of 2.18 and a beta of 1.67. Arista Networks, Inc. has a 52 week low of $83.86 and a 52 week high of $179.80.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. The company had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.Arista Networks’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period last year, the business posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

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.