Wealthedge Investment Advisors LLC Boosts Position in Arista Networks, Inc. $ANET

Wealthedge Investment Advisors LLC lifted its position in Arista Networks, Inc. (NYSE:ANET) by 168.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,778 shares of the technology company’s stock after purchasing an additional 6,767 shares during the period. Wealthedge Investment Advisors LLC’s holdings in Arista Networks were worth $1,570,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Boston Research & Management Inc. purchased a new position in Arista Networks during the third quarter valued at approximately $233,000. Madison Wealth Partners Inc acquired a new stake in Arista Networks in the third quarter worth about $259,000. Quantbot Technologies LP boosted its stake in Arista Networks by 49.5% in the 3rd quarter. Quantbot Technologies LP now owns 99,891 shares of the technology company’s stock worth $14,555,000 after purchasing an additional 33,096 shares in the last quarter. Clare Market Investments LLC grew its holdings in shares of Arista Networks by 8.8% during the third quarter. Clare Market Investments LLC now owns 23,520 shares of the technology company’s stock valued at $3,427,000 after buying an additional 1,900 shares during the last quarter. Finally, Ibex Wealth Advisors raised its stake in shares of Arista Networks by 3.5% in the third quarter. Ibex Wealth Advisors now owns 67,189 shares of the technology company’s stock worth $9,790,000 after purchasing an additional 2,257 shares during the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Wall Street remains broadly bullish as Arista has meaningfully outperformed the S&P 500 over the past year, supporting buy-side conviction in its multi‑year growth runway. Is Arista Networks’ Stock Outperforming the S&P 500?
• Positive Sentiment: One analyst sees >50% upside as accelerating AI data‑center demand and Arista’s execution (switching, Ethernet for AI fabrics) could drive another leg of growth. This bullish note can attract momentum buyers. Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year
• Positive Sentiment: Arista 2.0 strategy (AI focus, SaaS offers and a 150M port deployment milestone) is gaining traction — supports upside potential from higher‑margin software and recurring‑revenue mix improvements. Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
• Positive Sentiment: Recent quarterly results beat expectations and management raised AI revenue guidance for FY‑2026, reinforcing Arista’s role in next‑gen cloud and AI infrastructure — a core fundamental support for the rally. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Neutral Sentiment: Company presentation at Bernstein Insights provides incremental color on strategy and roadmap (helpful for investors, but not an immediate catalyst). Arista Networks, Inc. (ANET) Presents at Bernstein Insights
• Negative Sentiment: Despite the beat and guidance lift, the stock previously pulled back (~5%) as some investors rotated out on valuation concerns and to lock gains — this dynamic can cause volatility even with positive fundamentals. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Negative Sentiment: Insider selling: a director sold 422 shares (~$54k) last week — a small position change but sometimes cited by traders as a near‑term weak signal. Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles Sells 422 Shares

Insider Activity

In other news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,848,301.44. This trade represents a 71.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total value of $1,123,440.00. Following the completion of the transaction, the director directly owned 9,784 shares of the company’s stock, valued at $1,373,967.12. This trade represents a 44.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 196,237 shares of company stock worth $25,861,120. 3.39% of the stock is currently owned by insiders.

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $133.32 on Friday. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94. The business has a 50-day simple moving average of $134.35 and a 200-day simple moving average of $137.36. The company has a market cap of $167.52 billion, a PE ratio of 48.30, a P/E/G ratio of 2.31 and a beta of 1.42.

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

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ANET. Erste Group Bank downgraded shares of Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler reissued an “overweight” rating and issued a $175.00 price target (up from $159.00) on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley restated an “overweight” rating and issued a $165.00 target price on shares of Arista Networks in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Seventeen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Arista Networks currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.88.

Arista Networks 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.