GSA Capital Partners LLP Sells 3,660 Shares of Arista Networks, Inc. $ANET

GSA Capital Partners LLP cut its holdings in Arista Networks, Inc. (NYSE:ANET) by 27.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,538 shares of the technology company’s stock after selling 3,660 shares during the period. GSA Capital Partners LLP’s holdings in Arista Networks were worth $1,390,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ANET. Bare Financial Services Inc lifted its stake in Arista Networks by 2,118.2% in the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock valued at $25,000 after buying an additional 233 shares during the period. AdvisorNet Financial Inc increased its stake in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares in the last quarter. Richardson Financial Services Inc. increased its stake in shares of Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after acquiring an additional 130 shares in the last quarter. SJS Investment Consulting Inc. lifted its position in shares of Arista Networks by 979.2% during the 3rd quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock valued at $38,000 after acquiring an additional 235 shares during the period. Finally, Solstein Capital LLC grew its holdings in Arista Networks by 493.8% in the second quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock worth $39,000 after purchasing an additional 316 shares during the period. 82.47% of the stock is owned by institutional investors and hedge funds.

Key Arista Networks News

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

• Positive Sentiment: Research and commentary continue to flag Arista’s AI-infrastructure opportunity and improving AI networking revenue in 2026, which supports a growth story beyond traditional switching. Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight
• Positive Sentiment: The company’s Q4 results highlight accelerating AI networking demand and expansion of VeloCloud SD‑WAN, signaling diversification of revenue streams beyond core data‑center switching. Arista Results Highlight AI Networking Growth And VeloCloud SD WAN Expansion
• Positive Sentiment: Comparative coverage places ANET ahead of some connectivity peers on growth and earnings outlook, reinforcing investor preference for AI‑centric networking exposure. ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
• Positive Sentiment: Analysts and modelers expect growth to accelerate in the back half of 2026, which supports a longer‑term bullish case if execution on AI and campus/branch networking gains traction. Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026
• Positive Sentiment: Consensus analyst stance remains generally favorable (average “Moderate Buy”), providing some support against downside. Arista Networks, Inc. (NYSE:ANET) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Company-provided earnings slides and the full Q4 presentation give detail on bookings, product mix and AI pipeline — useful for modeling but not new headline guidance. Arista Networks, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Increased retail and Zacks readership attention is driving more short‑term interest in ANET, but that doesn’t necessarily change fundamentals. Is Trending Stock Arista Networks, Inc. (ANET) a Buy Now?
• Neutral Sentiment: Valuation debate continues: analysts weigh a premium multiple against AI-led revenue expansion — this keeps the stock sensitive to execution and guidance. Assessing Arista Networks (ANET) Valuation As Growth And AI Infrastructure Story Draw Focus
• Negative Sentiment: Despite a record Q4 top line and EPS beat, some coverage flags margin pressure and essentially flat near‑term estimates — these factors likely explain short‑term profit‑taking and downward pressure on the share price. Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?

Arista Networks Stock Down 2.1%

Shares of Arista Networks stock opened at $139.63 on Thursday. Arista Networks, Inc. has a 52 week low of $59.43 and a 52 week high of $164.94. The business has a 50 day moving average price of $133.70 and a 200-day moving average price of $137.42. The company has a market cap of $175.84 billion, a PE ratio of 50.59, a price-to-earnings-growth ratio of 2.40 and a beta of 1.42.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) 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 the consensus estimate of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.Arista Networks’s revenue was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.66 earnings per share. As a group, research analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Activity

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction dated 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 sale, the director owned 9,784 shares in the company, valued at approximately $1,373,967.12. This trade represents a 44.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Kelly Bodnar Battles sold 422 shares of Arista Networks stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $117.15, for a total transaction of $49,437.30. Following the transaction, the director directly owned 8,980 shares in the company, valued at approximately $1,052,007. This represents a 4.49% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 160,464 shares of company stock worth $20,351,388. 3.39% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ANET. Barclays reaffirmed an “overweight” rating and issued a $184.00 price target (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Erste Group Bank lowered Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Evercore reiterated an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a report on Friday, February 13th. Piper Sandler reissued an “overweight” rating and issued a $175.00 price objective (up previously from $159.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Seventeen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, Arista Networks currently has a consensus rating of “Moderate Buy” and an average target price of $175.44.

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.