First National Advisers LLC Has $4.57 Million Stock Holdings in Arista Networks, Inc. $ANET

First National Advisers LLC increased its position in Arista Networks, Inc. (NYSE:ANET) by 16.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,361 shares of the technology company’s stock after purchasing an additional 4,376 shares during the quarter. First National Advisers LLC’s holdings in Arista Networks were worth $4,569,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Arista Networks by 321.7% during the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after buying an additional 5,955 shares during the period. Revolve Wealth Partners LLC bought a new position in Arista Networks in the fourth quarter valued at approximately $202,000. Bison Wealth LLC acquired a new stake in Arista Networks during the 4th quarter worth $251,000. MassMutual Private Wealth & Trust FSB raised its position in shares of Arista Networks by 21.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 4,089 shares of the technology company’s stock valued at $418,000 after acquiring an additional 732 shares during the last quarter. Finally, Gateway Investment Advisers LLC lifted its stake in shares of Arista Networks by 57.4% in the 2nd quarter. Gateway Investment Advisers LLC now owns 14,704 shares of the technology company’s stock valued at $1,504,000 after purchasing an additional 5,364 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

More Arista Networks News

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

• Positive Sentiment: Investor enthusiasm around AI networking: coverage highlights a recent price jump tied to rising demand for AI switches and an analyst upgrade — a near‑term bullish catalyst for revenue and multiple expansion. Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upgrade
• Positive Sentiment: Strategic positioning in AI infrastructure: analysis argues Arista is a key supplier of high‑speed, low‑latency networking as hyperscalers expand for generative AI, supporting durable demand for ANET products (though valuation vs. peers is noted). Is Arista Networks Winning AI Infra Race?
• Positive Sentiment: Pro‑stock signal from a public purchase: Senator John Boozman disclosed a purchase of ANET shares, which can be interpreted as a confidence signal to some investors. Sen. John Boozman Buys Arista Networks, Inc. (NYSE:ANET) Stock
• Neutral Sentiment: Earnings schedule set: Arista confirmed it will report Q4 2025 results on February 12, 2026 — a key near‑term catalyst that could drive volatility. Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026
• Neutral Sentiment: Earnings preview: market previews highlight what to watch in the upcoming report (revenue mix, gross margins, guidance and AI‑related bookings) — these items will likely dictate short‑term reaction. Earnings preview: What to expect from Arista Networks’ report
• Neutral Sentiment: Analyst commentary roundup: recent analyst notes are mixed but skew supportive; watch revisions to estimates ahead of the print. This is what analysts think about Arista Networks (ANET)
• Neutral Sentiment: Inclusion in thematic lists: coverage noting Arista as a woman‑run company pickup may broaden investor interest but is unlikely to move fundamentals materially. 4 Women-Run Company Stocks Building Durable Growth Stories
• Negative Sentiment: Insider selling: Representative Gilbert Ray Cisneros disclosed the sale of ANET shares — a potential negative signal to some market participants. Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Arista Networks, Inc. (NYSE:ANET)
• Negative Sentiment: Short‑term price weakness noted: coverage points out ANET has dipped more than the broader market in recent trading sessions, reflecting profit‑taking and sensitivity to growth/valuation concerns ahead of earnings. Arista Networks (ANET) dips more than broader market: What you should know

Insider Activity at Arista Networks

In other news, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $117.15, for a total transaction of $49,437.30. Following the completion of the sale, the director owned 8,980 shares of the company’s stock, valued at $1,052,007. This represents a 4.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Kenneth Duda sold 30,000 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $128.61, for a total transaction of $3,858,300.00. Following the sale, the insider owned 12,976 shares in the company, valued at approximately $1,668,843.36. The trade was a 69.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 160,464 shares of company stock worth $20,494,988 over the last ninety days. 3.39% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts recently commented on ANET shares. Piper Sandler raised Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $145.00 to $159.00 in a research note on Monday, January 5th. BNP Paribas upgraded Arista Networks from a “hold” rating to an “outperform” rating in a research report on Thursday, September 25th. Morgan Stanley lowered their price target on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. BNP Paribas Exane raised shares of Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 price objective on the stock in a research note on Thursday, September 25th. Finally, UBS Group reaffirmed a “buy” rating and issued a $155.00 target price on shares of Arista Networks in a research note on Wednesday, December 3rd. Eighteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $164.44.

Arista Networks Price Performance

Shares of Arista Networks stock opened at $129.96 on Friday. The company has a market capitalization of $163.66 billion, a P/E ratio of 49.41, a price-to-earnings-growth ratio of 2.20 and a beta of 1.41. The business has a 50-day moving average of $128.80 and a two-hundred day moving average of $132.65. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.03. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the previous year, the business posted $2.40 EPS. Arista Networks’s revenue for the quarter was up 27.5% on a year-over-year basis. On average, equities analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

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.