Evelyn Partners Investment Management LLP Purchases 5,606 Shares of Arista Networks, Inc. $ANET

Evelyn Partners Investment Management LLP lifted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 13.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 48,729 shares of the technology company’s stock after purchasing an additional 5,606 shares during the period. Evelyn Partners Investment Management LLP’s holdings in Arista Networks were worth $6,385,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the company. Ariadne Wealth Management LP lifted its position in shares of Arista Networks by 2.9% during the fourth quarter. Ariadne Wealth Management LP now owns 6,571 shares of the technology company’s stock valued at $888,000 after purchasing an additional 188 shares in the last quarter. Axim Planning & Wealth lifted its position in shares of Arista Networks by 4.1% during the fourth quarter. Axim Planning & Wealth now owns 4,480 shares of the technology company’s stock valued at $587,000 after purchasing an additional 177 shares in the last quarter. Brown Advisory Inc. lifted its position in shares of Arista Networks by 64.3% during the fourth quarter. Brown Advisory Inc. now owns 15,262 shares of the technology company’s stock valued at $2,000,000 after purchasing an additional 5,973 shares in the last quarter. Blue Jean Financial LLC bought a new position in shares of Arista Networks during the fourth quarter valued at about $1,345,000. Finally, Beta Wealth Group Inc. lifted its position in shares of Arista Networks by 2.0% during the fourth quarter. Beta Wealth Group Inc. now owns 5,100 shares of the technology company’s stock valued at $668,000 after purchasing an additional 100 shares in the last quarter. 82.47% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently issued reports on ANET. Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective for the company in a report on Friday, May 15th. Wolfe Research restated an “outperform” rating and set a $175.00 price objective on shares of Arista Networks in a report on Wednesday. Weiss Ratings upgraded shares of Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Barclays restated an “overweight” rating and set a $195.00 price objective (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. Finally, Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. 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 MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $186.47.

Arista Networks Stock Performance

NYSE ANET opened at $163.38 on Friday. Arista Networks, Inc. has a 52-week low of $85.58 and a 52-week high of $179.80. The company has a 50-day simple moving average of $154.43 and a 200 day simple moving average of $139.99. The company has a market capitalization of $205.73 billion, a PE ratio of 55.95, a price-to-earnings-growth ratio of 2.52 and a beta of 1.61.

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

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

Insider Transactions at Arista Networks

In other news, major shareholder Andreas Bechtolsheim sold 240,000 shares of Arista Networks stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $163.06, for a total value of $39,134,400.00. Following the completion of the transaction, the insider owned 331,848 shares in the company, valued at $54,111,134.88. This trade represents a 41.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at $1,740,600.64. The trade was a 71.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,403,142 shares of company stock worth $388,820,943 over the last quarter. Corporate insiders own 2.70% of the company’s stock.

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.