Commerzbank Aktiengesellschaft FI Boosts Holdings in Arista Networks, Inc. $ANET

Commerzbank Aktiengesellschaft FI lifted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 433.3% in the third quarter, Holdings Channel reports. The institutional investor owned 58,631 shares of the technology company’s stock after acquiring an additional 47,636 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Arista Networks were worth $8,543,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Walkner Condon Financial Advisors LLC increased its stake in 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 worth $2,697,000 after acquiring an additional 70 shares during the last quarter. AdvisorNet Financial Inc grew 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 worth $29,000 after purchasing an additional 72 shares during the period. Crown Wealth Group LLC grew its holdings in shares of Arista Networks by 2.4% during the 3rd quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock worth $463,000 after purchasing an additional 75 shares during the period. Fragasso Financial Advisors Inc increased its position in shares of Arista Networks by 1.8% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock worth $616,000 after purchasing an additional 76 shares during the last quarter. Finally, Stablepoint Partners LLC raised its holdings in Arista Networks by 0.8% in the 2nd quarter. Stablepoint Partners LLC now owns 9,406 shares of the technology company’s stock valued at $962,000 after buying an additional 77 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the completion of the transaction, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Kenneth Duda sold 30,000 shares of the company’s stock in a transaction that occurred 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 $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 sold 216,464 shares of company stock valued at $27,687,068 in the last three months. 3.39% of the stock is owned by corporate insiders.

More Arista Networks News

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

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target (to $159), citing a “year of refresh” as hyperscalers shift capex from chips to network infrastructure (800G/1.6T adoption). The upgrade reinforces the consensus Buy posture and is being cited as a primary reason for recent upside momentum. Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?
• Neutral Sentiment: ANET posted a strong short-term move (a high-volume rally noted by Zacks), which signals investor interest and liquidity — but Zacks warns that recent earnings estimate revision trends may not sustain the move without confirmatory earnings/capex data. Momentum is present, but fundamentals and guidance will need to follow. Arista Networks (ANET) Moves 8.7% Higher: Will This Strength Last?
• Neutral Sentiment: General sector coverage highlights cloud and AI infrastructure as themes investors can use for exposure; this is background tailwind for Arista but not company-specific news that directly moves the stock. Treat as thematic support rather than a catalyst. Seeking Cloud Exposure? Use This Tool
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda sold shares in recent January transactions (two filings totalling ~56,000 shares at about $128.43 each). Insider sales can raise short-term caution among investors, especially given Arista’s customer concentration and high valuation. SEC Filing — Insider Sales

Arista Networks Stock Down 1.5%

Arista Networks stock opened at $136.30 on Friday. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The firm has a market cap of $171.64 billion, a PE ratio of 51.82, a price-to-earnings-growth ratio of 2.29 and a beta of 1.41. The company’s 50 day moving average is $128.62 and its two-hundred day moving average is $133.92.

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

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ANET. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. UBS Group restated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a report on Wednesday, December 3rd. Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Piper Sandler raised Arista Networks from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $145.00 to $159.00 in a research report on Monday, January 5th. Finally, Morgan Stanley decreased their price target on Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Seventeen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $164.44.

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.