Arista Networks, Inc. $ANET Shares Acquired by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 3.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 9,528,887 shares of the technology company’s stock after buying an additional 287,385 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Arista Networks were worth $1,248,570,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Lighthouse Financial Services Inc. ADV acquired a new position in shares of Arista Networks in the 4th quarter valued at $1,549,000. Bensler LLC acquired a new position in shares of Arista Networks in the 4th quarter valued at $6,350,000. QRG Capital Management Inc. lifted its stake in shares of Arista Networks by 6.4% in the 4th quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after purchasing an additional 10,217 shares during the last quarter. Jefferies Financial Group Inc. raised its holdings in shares of Arista Networks by 59.8% in the 4th quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after buying an additional 6,591 shares during the period. Finally, Reaves W H & Co. Inc. acquired a new position in Arista Networks during the 4th quarter worth about $3,058,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Trending Headlines about Arista Networks

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

• Positive Sentiment: An analyst raised Arista Networks’ price target, helping fuel the stock’s recent climb and reinforcing optimism around the company’s outlook. Why Arista Networks Stock Flew More Than 4% Higher on Friday
• Positive Sentiment: Arista rolled out its 7060XE7 Series Ethernet platforms, with faster speeds and up to 100 Tbps switching capacity, which could support rising AI infrastructure spending and strengthen future demand. Can Arista’s Advanced Networking Platform Meet the Growing AI Demand?
• Positive Sentiment: Erste Group Bank boosted its FY2027 EPS estimate for Arista to $4.00 from $3.95, signaling improved long-term earnings expectations. MarketBeat Arista Networks article
• Neutral Sentiment: Broader market volatility tied to AI spending concerns, interest rates, and economic growth may be influencing trading across tech stocks, including Arista. The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List.
• Neutral Sentiment: A report noted that Arista co-founder Andreas Bechtolsheim sold 220,000 shares, which can draw attention but does not by itself confirm a change in the business outlook. Andreas Bechtolsheim Sells 220,000 Shares of Arista Networks (NYSE:ANET) Stock

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft raised Arista Networks to a “buy” rating in a research note on Wednesday. Wolfe Research reissued an “outperform” rating and set a $175.00 target price on shares of Arista Networks in a research note on Wednesday. Bank of America increased their target price on Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Wells Fargo & Company increased their target price on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Finally, Barclays reissued an “overweight” rating and set a $195.00 target price (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $186.47.

Arista Networks Stock Performance

Shares of NYSE ANET opened at $163.38 on Friday. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80. The firm has a market capitalization of $205.73 billion, a PE ratio of 55.95, a price-to-earnings-growth ratio of 2.41 and a beta of 1.61. The stock’s 50-day simple moving average is $154.43 and its 200-day simple moving average is $139.99.

Arista Networks (NYSE:ANET) last issued its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter last year, the company earned $0.65 EPS. The business’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, sell-side analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Buying and Selling at Arista Networks

In related news, Director Kelly Bodnar Battles sold 422 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $146.44, for a total transaction of $61,797.68. Following the transaction, the director owned 10,078 shares in the company, valued at $1,475,822.32. This trade represents a 4.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $169.09, for a total value of $1,352,720.00. Following the transaction, the director owned 200,333 shares in the company, valued at $33,874,306.97. This represents a 3.84% decrease in their position. 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. In the last ninety days, insiders have sold 2,403,142 shares of company stock worth $388,820,943. 2.70% of the stock is currently owned by corporate insiders.

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.