Arista Networks, Inc. $ANET Shares Acquired by APG Asset Management N.V.

APG Asset Management N.V. lifted its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 65.3% during the 3rd quarter, Holdings Channel reports. The fund owned 1,265,479 shares of the technology company’s stock after buying an additional 499,862 shares during the quarter. APG Asset Management N.V.’s holdings in Arista Networks were worth $184,393,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of ANET. Bare Financial Services Inc raised its stake 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 during the period. AdvisorNet Financial Inc increased 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 buying an additional 72 shares during the last quarter. Richardson Financial Services Inc. increased its holdings in shares of Arista Networks by 141.3% during 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 during the last quarter. SJS Investment Consulting Inc. lifted its holdings in Arista Networks by 979.2% in the third 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 last quarter. Finally, Guerra Advisors Inc acquired a new position in Arista Networks in the third quarter valued at approximately $41,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Analyst Ratings Changes

ANET has been the topic of a number of research analyst reports. Barclays restated an “overweight” rating and issued a $184.00 target price (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Needham & Company LLC raised their price objective on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Rosenblatt Securities increased their target price on shares of Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Finally, Evercore reissued an “outperform” rating and issued a $200.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Seventeen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Arista Networks presently has an average rating of “Moderate Buy” and an average price target of $176.88.

Arista Networks News Summary

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

Arista Networks Stock Up 2.4%

NYSE:ANET opened at $133.32 on Friday. Arista Networks, Inc. has a 52 week low of $59.43 and a 52 week high of $164.94. The company has a fifty day simple moving average of $134.35 and a two-hundred day simple moving average of $137.33. The company has a market cap of $167.52 billion, a price-to-earnings ratio of 48.30, a price-to-earnings-growth ratio of 2.37 and a beta of 1.42.

Arista Networks (NYSE:ANET) last released its 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. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period last year, the business posted $0.66 earnings per share. Arista Networks’s revenue was up 28.9% compared to the same quarter last year. On average, analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Transactions at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the director owned 9,784 shares in the company, valued at $1,373,967.12. The trade was a 44.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Kenneth Duda sold 32,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,848,301.44. This represents a 71.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 196,237 shares of company stock valued at $25,861,120. 3.39% of the stock is currently owned by corporate insiders.

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.