Sapient Capital LLC Has $1.32 Million Position in Arista Networks, Inc. $ANET

Sapient Capital LLC raised its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 157.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,984 shares of the technology company’s stock after buying an additional 6,107 shares during the quarter. Sapient Capital LLC’s holdings in Arista Networks were worth $1,322,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Board of the Pension Protection Fund acquired a new position in shares of Arista Networks during the 4th quarter worth about $26,000. Knuff & Co LLC acquired a new position in shares of Arista Networks during the 3rd quarter worth about $29,000. Ameliora Wealth Management Ltd. acquired a new position in shares of Arista Networks during the 4th quarter worth about $30,000. Quarry LP acquired a new position in shares of Arista Networks during the 3rd quarter worth about $33,000. Finally, Ares Financial Consulting LLC acquired a new position in shares of Arista Networks during the 4th quarter worth about $34,000. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares in the company, valued at approximately $1,740,600.64. The trade was a 71.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $155.02, for a total value of $1,378,127.80. Following the completion of the transaction, the chief financial officer owned 60,734 shares of the company’s stock, valued at $9,414,984.68. This represents a 12.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,444,729 shares of company stock worth $238,448,539. 2.70% of the stock is owned by company insiders.

Arista Networks Stock Performance

Shares of ANET opened at $141.72 on Tuesday. The stock has a 50 day simple moving average of $144.62 and a 200 day simple moving average of $137.40. Arista Networks, Inc. has a 52-week low of $83.86 and a 52-week high of $179.80. The firm has a market capitalization of $178.46 billion, a PE ratio of 48.54, a P/E/G ratio of 2.18 and a beta of 1.67.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the firm earned $0.65 EPS. Arista Networks’s quarterly revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities research analysts predict that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on ANET shares. Rosenblatt Securities boosted their target price on Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Zacks Research lowered Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Weiss Ratings upgraded Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a research report on Friday. Morgan Stanley restated an “overweight” rating and set a $180.00 target price on shares of Arista Networks in a research report on Friday, May 1st. Finally, KeyCorp reiterated an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $181.84.

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.