Insider Selling: Arista Networks (NYSE:ANET) Director Sells $240,378.60 in Stock

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 1,815 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the transaction, the director owned 12,574 shares of the company’s stock, valued at approximately $1,665,300.56. This trade represents a 12.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Arista Networks Trading Up 2.4%

Shares of ANET stock opened at $133.32 on Monday. The company’s fifty day moving average price is $134.35 and its 200-day moving average price is $137.33. The stock has a market cap of $167.52 billion, a PE ratio of 48.30, a price-to-earnings-growth ratio of 2.37 and a beta of 1.46. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94.

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

Key Arista Networks News

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

Hedge Funds Weigh In On Arista Networks

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Walkner Condon Financial Advisors LLC raised its holdings in shares of Arista Networks by 0.4% during the third quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after purchasing an additional 70 shares during the last quarter. Whittier Trust Co. of Nevada Inc. raised its stake in Arista Networks by 0.4% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after buying an additional 70 shares during the last quarter. AdvisorNet Financial Inc lifted its holdings in shares of Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after buying an additional 72 shares during the period. United Asset Strategies Inc. lifted its holdings in shares of Arista Networks by 1.2% during the 4th quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock valued at $827,000 after buying an additional 72 shares during the period. Finally, Crown Wealth Group LLC boosted its stake in shares of Arista Networks by 2.4% in the 3rd quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock worth $463,000 after buying an additional 75 shares during the last quarter. Institutional investors own 82.47% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Piper Sandler reiterated an “overweight” rating and set a $175.00 price objective (up from $159.00) on shares of Arista Networks in a research note on Friday, February 13th. Wells Fargo & Company lifted their price target on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Barclays reiterated 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. Morgan Stanley restated an “overweight” rating and set a $165.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Finally, Needham & Company LLC lifted their target price on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a 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 company. Based on data from MarketBeat.com, Arista Networks presently has a consensus rating of “Moderate Buy” and a consensus target price of $176.88.

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.