Arista Networks, Inc. $ANET Stock Bought by Inspire Investing LLC

Inspire Investing LLC boosted its holdings in Arista Networks, Inc. (NYSE:ANET) by 2.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 208,895 shares of the technology company’s stock after buying an additional 5,209 shares during the quarter. Arista Networks makes up 1.8% of Inspire Investing LLC’s holdings, making the stock its 6th biggest holding. Inspire Investing LLC’s holdings in Arista Networks were worth $42,529,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Cura Wealth Advisors LLC lifted its holdings in shares of Arista Networks by 3.1% in the second quarter. Cura Wealth Advisors LLC now owns 1,748 shares of the technology company’s stock worth $297,000 after acquiring an additional 52 shares during the last quarter. Affinity Capital Advisors LLC boosted its stake in shares of Arista Networks by 1.4% in the 3rd quarter. Affinity Capital Advisors LLC now owns 3,770 shares of the technology company’s stock valued at $817,000 after purchasing an additional 53 shares in the last quarter. Madison Wealth Partners Inc grew its holdings in shares of Arista Networks by 2.8% during the 2nd quarter. Madison Wealth Partners Inc now owns 2,179 shares of the technology company’s stock valued at $370,000 after purchasing an additional 60 shares during the last quarter. Intrua Financial LLC grew its holdings in shares of Arista Networks by 2.7% during the 1st quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock valued at $283,000 after purchasing an additional 61 shares during the last quarter. Finally, Retirement Planning Group LLC grew its holdings in shares of Arista Networks by 1.1% during the 3rd quarter. Retirement Planning Group LLC now owns 5,705 shares of the technology company’s stock valued at $1,161,000 after purchasing an additional 64 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

Insider Buying and Selling at Arista Networks

In other news, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the transaction, the chief executive officer owned 16,387,981 shares in the company, valued at approximately $3,297,589,536.82. The trade was a 4.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 300,000 shares of the business’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the completion of the sale, the insider directly owned 181,143,048 shares in the company, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,627,449 shares of company stock valued at $741,235,386 in the last ninety days. Insiders own 2.70% of the company’s stock.

Arista Networks Price Performance

Arista Networks stock opened at $172.34 on Friday. The business has a 50 day moving average of $196.27 and a 200-day moving average of $176.26. Arista Networks, Inc. has a 1 year low of $114.52 and a 1 year high of $217.41. The company has a market capitalization of $217.36 billion, a P/E ratio of 54.37, a P/E/G ratio of 1.99 and a beta of 1.60.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.83 billion. During the same quarter last year, the business earned $0.73 EPS. The firm’s quarterly revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.79 EPS for the current year.

Analysts Set New Price Targets

A number of research firms recently issued reports on ANET. Wells Fargo & Company reiterated an “overweight” rating and set a $255.00 price objective (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Erste Group Bank upgraded shares of Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday, July 15th. Evercore reiterated an “outperform” rating on shares of Arista Networks in a report on Wednesday, October 7th. Barclays reiterated an “overweight” rating and issued a $289.00 price target (up from $195.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Morgan Stanley reissued an “overweight” rating and set a $220.00 price objective (up from $190.00) on shares of Arista Networks in a report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $233.20.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Higher earnings outlook: Erste Group Bank raised its fiscal 2027 EPS estimate for Arista Networks to $4.79 from $4.74 and maintained a “Buy” rating. The revision reinforces the view that demand for Arista’s networking products should remain strong as cloud providers expand AI data centers. MarketBeat analyst estimate article
• Positive Sentiment: AI infrastructure remains a key growth theme: Analysts continue to identify Arista as a beneficiary of rising cloud-computing and artificial-intelligence infrastructure spending. The company’s high-speed networking equipment supports major cloud and AI data centers, while recent results showed strong revenue growth and earnings above consensus. Cloud computing stocks article
• Neutral Sentiment: Analyst comparisons remain favorable but not decisive: Recent articles compare Arista with Salesforce, Adobe and CrowdStrike, highlighting Arista’s industry-leading margins and exposure to AI infrastructure. These are opinion-based investment comparisons rather than new company catalysts. Arista versus Salesforce article
• Negative Sentiment: AI-fund concerns are driving volatility: Arista shares have pulled back toward prior support levels amid rumors of another AI-focused fund blowup and broader institutional selling. The speculation has not been confirmed, but it is pressuring high-growth technology stocks and increasing near-term risk. Cloud stock pullback article
• Negative Sentiment: Insider selling adds a modest overhang: Director Kenneth Duda sold a combined 43,333 shares worth approximately $7.8 million under a pre-arranged Rule 10b5-1 plan. Such scheduled sales do not necessarily signal deteriorating fundamentals, but they can weigh on sentiment during a pullback. SEC insider trading filing
• Negative Sentiment: Valuation and competitive concerns remain: TD Cowen reportedly cut its price target, while a separate bearish analysis questioned Arista’s pricing power and long-term competitive durability. With the stock trading at a premium earnings multiple, investors may be particularly sensitive to any slowdown in AI-related demand. Arista Networks bearish analysis

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.

Arista’s portfolio includes data center and campus switches, routing platforms, wireless networking products, network operating software and network management tools.