Arista Networks, Inc. $ANET Stock Holdings Trimmed by Sava Infond d.o.o.

Sava Infond d.o.o. lowered its position in shares of Arista Networks, Inc. (NYSE:ANET) by 13.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 264,305 shares of the technology company’s stock after selling 42,400 shares during the period. Arista Networks comprises about 5.5% of Sava Infond d.o.o.’s holdings, making the stock its 3rd largest holding. Sava Infond d.o.o.’s holdings in Arista Networks were worth $38,512,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of ANET. Norges Bank purchased a new stake in Arista Networks in the second quarter worth approximately $1,228,177,000. Massachusetts Financial Services Co. MA lifted its holdings in shares of Arista Networks by 2,829.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,721,156 shares of the technology company’s stock worth $833,630,000 after acquiring an additional 5,525,828 shares during the last quarter. Holocene Advisors LP bought a new stake in shares of Arista Networks in the 2nd quarter worth approximately $247,451,000. Schroder Investment Management Group boosted its stake in shares of Arista Networks by 14.8% in the 2nd quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock valued at $1,073,654,000 after purchasing an additional 1,350,593 shares in the last quarter. Finally, Panagora Asset Management Inc. grew its holdings in shares of Arista Networks by 282.9% during the 2nd quarter. Panagora Asset Management Inc. now owns 1,549,486 shares of the technology company’s stock valued at $158,528,000 after purchasing an additional 1,144,786 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks News Roundup

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

• Positive Sentiment: Analyst write-ups highlight Arista’s software-led differentiation — Zacks notes Arista’s EOS and CloudVision give it an “AI‑ready,” automated networking edge for enterprises and hyperscalers, supporting durable revenue and margin expansion. This underpins growth expectations and helps justify a premium multiple. Can Arista’s High-Performance Network Software Fuel Its Future Growth?
• Positive Sentiment: Recent fundamental results remain supportive: Arista’s Feb. 12 quarter beat on EPS and revenue with high margins and ~29% YoY revenue growth, which helps justify analyst upside and a high P/E relative to peers. (Background earnings release)
• Positive Sentiment: Sector-performance pieces show ANET has outperformed many computer & technology peers so far this year, reinforcing momentum and attracting momentum/sector rotation flows. Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Analysts’ views are mixed — The Globe and Mail roundup notes differing analyst opinions across Arista and other tech names, indicating no clear consensus on near-term upside vs. valuation risk. Mixed analyst commentary can increase intraday volatility but doesn’t decisively move fundamentals. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Comparative pieces (e.g., sector/company comparisons) provide context but are unlikely to drive large moves unless they change earning forecasts or market share assumptions. Comparing Consensus Cloud Solutions & Arista Networks
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda disclosed sizable sales (reported on Feb. 17), totaling tens of thousands of shares at ~\$142 per share. Large insider disposals can spook investors and add downward pressure even when management says sales are for personal reasons. SEC Form 4 — Insider Sale

Arista Networks Price Performance

NYSE ANET opened at $132.72 on Friday. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The stock has a market capitalization of $166.76 billion, a PE ratio of 48.09, a PEG ratio of 2.59 and a beta of 1.42. The business’s 50-day moving average is $133.91 and its 200 day moving average is $137.50.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.07. The business 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%.The business’s revenue was up 28.9% on a year-over-year basis. During the same quarter last year, the business posted $0.66 EPS. As a group, equities research analysts anticipate that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Needham & Company LLC boosted their price target on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. UBS Group reissued a “buy” rating and issued a $177.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Finally, Rosenblatt Securities boosted their price objective on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Seventeen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $175.44.

Insider Buying and Selling

In other news, insider Kenneth Duda sold 26,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total value of $3,701,100.00. Following the completion of the sale, the insider directly owned 512,400 shares of the company’s stock, valued at approximately $72,940,140. This trade represents a 4.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Jayshree Ullal sold 24,042 shares of Arista Networks stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the sale, the chief executive officer directly owned 9,917 shares in the company, valued at $1,235,162.35. The trade was a 70.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 218,042 shares of company stock valued at $28,561,131 over the last quarter. 3.39% of the stock is owned by company insiders.

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.