Cache Advisors LLC Trims Stock Position in Arista Networks, Inc. $ANET

Cache Advisors LLC lowered its position in shares of Arista Networks, Inc. (NYSE:ANET) by 30.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 51,106 shares of the technology company’s stock after selling 22,398 shares during the period. Arista Networks makes up 0.8% of Cache Advisors LLC’s holdings, making the stock its 15th largest holding. Cache Advisors LLC’s holdings in Arista Networks were worth $6,696,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ANET. Brighton Jones LLC grew its position in Arista Networks by 321.7% during the fourth 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 in the last quarter. Revolve Wealth Partners LLC purchased a new position in Arista Networks in the 4th quarter worth approximately $202,000. Bison Wealth LLC purchased a new position in Arista Networks in the 4th quarter worth approximately $251,000. Sivia Capital Partners LLC grew its stake in Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after buying an additional 3,496 shares in the last quarter. Finally, Brown Advisory Inc. grew its stake in Arista Networks by 15.6% in the 2nd quarter. Brown Advisory Inc. now owns 9,765 shares of the technology company’s stock worth $999,000 after buying an additional 1,319 shares in the last quarter. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Rosenblatt upgraded ANET from Neutral to Buy and raised its price target to $180, citing Arista’s leadership in AI/data-center networking as the reason for sizable upside potential. Rosenblatt upgrades Arista Networks (ANET)
• Positive Sentiment: Multiple brokerages are bullish: Susquehanna initiated coverage with a Buy/$160 PT and consensus broker ratings trend to “Moderate Buy,” driven by large hyperscaler orders (Google, Anthropic). Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Analyst estimate revisions are trending higher: Erste upped its FY2027 EPS view slightly and Zacks highlights a jump in 2026–27 EPS estimates as Arista 2.0 products and cloud demand gain traction. That supports upside to near-term consensus. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Positive Sentiment: Coverage and trade narratives emphasize Arista’s strengthening data‑center positioning and role in AI infrastructure, a tailwind if hyperscaler spending remains strong. Arista Networks (NYSE:ANET) Strengthens Data Center Position In NYSE Composite
• Neutral Sentiment: Upcoming catalyst: Arista will report Q1 2026 results after the close on May 5 — a potential volatility event that could confirm or reverse the recent analyst optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Negative Sentiment: Zacks and other commentary flag risks: rising costs and depleting margins could pressure profitability even as revenue accelerates from AI/cloud customers — so upside hinges on margin recovery or scalable product mix improvements. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Negative Sentiment: Valuation is rich (trailing PE >50) and expectations are elevated; a miss in May results or weaker guidance could trigger significant downside given current sentiment.

Insider Activity

In other Arista Networks news, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $128.06, for a total value of $54,041.32. Following the completion of the sale, the director owned 9,529 shares in the company, valued at approximately $1,220,283.74. This trade represents a 4.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Kenneth Duda sold 26,000 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total value of $3,487,640.00. Following the completion of the sale, the insider owned 502,400 shares of the company’s stock, valued at approximately $67,391,936. This trade represents a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 199,632 shares of company stock worth $26,873,604. 3.39% of the stock is currently owned by corporate insiders.

Arista Networks Price Performance

Shares of ANET stock opened at $145.13 on Thursday. The stock has a market capitalization of $182.36 billion, a PE ratio of 52.58, a P/E/G ratio of 2.24 and a beta of 1.48. The business has a 50-day moving average of $133.91 and a 200 day moving average of $135.83. Arista Networks, Inc. has a 1-year low of $66.59 and a 1-year high of $164.94.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.07. The business 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%. The firm’s revenue for the quarter was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.66 EPS. Analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have commented on ANET shares. UBS Group set a $200.00 price target on shares of Arista Networks in a research note on Tuesday, February 24th. Morgan Stanley reiterated an “overweight” rating and issued a $165.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Rosenblatt Securities upgraded Arista Networks from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $165.00 to $180.00 in a report on Tuesday. Evercore reaffirmed an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price objective (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Arista Networks has an average rating of “Moderate Buy” and an average price target of $176.44.

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.