Dakota Wealth Management Raises Stock Position in Arista Networks, Inc. $ANET

Dakota Wealth Management grew its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 89.0% in the third quarter, Holdings Channel.com reports. The fund owned 97,283 shares of the technology company’s stock after purchasing an additional 45,800 shares during the period. Dakota Wealth Management’s holdings in Arista Networks were worth $14,175,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Bare Financial Services Inc boosted its position in Arista Networks by 2,118.2% during the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after purchasing an additional 233 shares in the last quarter. AdvisorNet Financial Inc raised its stake 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 buying an additional 72 shares during the last quarter. Richardson Financial Services Inc. boosted its position 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 worth $32,000 after buying an additional 130 shares in the last quarter. SJS Investment Consulting Inc. boosted its position in shares of Arista Networks by 979.2% in the 3rd quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock worth $38,000 after buying an additional 235 shares in the last quarter. Finally, Solstein Capital LLC grew its stake in Arista Networks by 493.8% in the 2nd quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock valued at $39,000 after acquiring an additional 316 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Key Arista Networks News

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

• Positive Sentiment: Company raised its 2026 revenue-growth outlook, citing accelerating demand for AI-focused Ethernet switching and share gains in high‑speed data‑center networking — a catalyst for higher future revenue and margins. Arista Ups 2026 Outlook
• Positive Sentiment: Goldman Sachs raised its price target to $188 (from $165) and kept a Buy rating, highlighting Arista as an AI-growth beneficiary — this adds institutional endorsement and can support upside. Goldman Sachs Raises PT
• Positive Sentiment: Multiple outlets and analyst roundups (Zacks, MSN, The Motley Fool, Kalkine) profile Arista as a top long‑term growth / AI infrastructure pick — reinforcing investor narrative that Arista benefits structurally from AI datacenter buildouts. Why Arista is a Top Growth Stock
• Neutral Sentiment: Coverage notes inclusion in analyst “top AI stocks” lists and broader market narratives around Ethernet for AI (Russell 1000 alignment), which supports thematic interest but is not an immediate earnings driver. Growth Aligns With Ethernet AI
• Neutral Sentiment: Erste Group published FY2027 earnings forecasts for Arista — useful for modeling but less likely to move the stock immediately compared with the outlook/upgrade and insider activity. Erste Group Forecasts FY2027
• Negative Sentiment: Recent insider selling was reported and was linked to a share‑price pullback; that kind of activity can increase short‑term downward pressure and trigger profit-taking after a strong run. Insider Selling Reported

Analysts Set New Price Targets

Several analysts have issued reports on ANET shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a report on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Barclays reiterated an “overweight” rating and set a $184.00 target price (up previously from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Evercore reissued an “outperform” rating and set a $200.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Finally, Erste Group Bank downgraded Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Seventeen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $176.88.

Arista Networks Stock Down 4.1%

ANET stock opened at $127.31 on Tuesday. The stock has a market capitalization of $159.97 billion, a price-to-earnings ratio of 46.13, a price-to-earnings-growth ratio of 2.37 and a beta of 1.42. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The stock’s fifty day simple moving average is $133.93 and its 200-day simple moving average is $137.55.

Arista Networks (NYSE:ANET) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The business’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.66 earnings per share. As a group, analysts anticipate that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Activity at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 26,000 shares of Arista Networks stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total value of $3,701,100.00. Following the transaction, the insider owned 512,400 shares in the company, valued at $72,940,140. This trade represents a 4.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the sale, the director directly owned 9,784 shares of the company’s stock, valued at $1,373,967.12. This represents a 44.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 194,000 shares of company stock worth $25,566,700 over the last three months. Corporate insiders own 3.54% of the company’s stock.

Arista Networks 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.