Black Swift Group LLC Sells 43,300 Shares of Arista Networks, Inc. $ANET

Black Swift Group LLC lowered its stake in Arista Networks, Inc. (NYSE:ANET) by 81.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 10,125 shares of the technology company’s stock after selling 43,300 shares during the quarter. Black Swift Group LLC’s holdings in Arista Networks were worth $1,327,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Lighthouse Financial Services Inc. ADV bought a new stake in Arista Networks during the 4th quarter valued at approximately $1,549,000. Bensler LLC bought a new stake in Arista Networks during the 4th quarter valued at approximately $6,350,000. QRG Capital Management Inc. raised its stake in Arista Networks by 6.4% during the 4th quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after purchasing an additional 10,217 shares during the period. BI Asset Management Fondsmaeglerselskab A S raised its stake in Arista Networks by 38.3% during the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 662,139 shares of the technology company’s stock valued at $96,480,000 after purchasing an additional 183,515 shares during the period. Finally, Jefferies Financial Group Inc. raised its stake in Arista Networks by 59.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after purchasing an additional 6,591 shares during the period. Institutional investors own 82.47% of the company’s stock.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

Wall Street Analyst Weigh In

ANET has been the topic of several recent analyst reports. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Wells Fargo & Company lifted their price objective on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and issued a $185.00 price objective on shares of Arista Networks in a research note on Wednesday, May 6th. 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. Finally, Truist Financial set a $175.00 price objective on Arista Networks in a research note on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $185.72.

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $159.09 on Monday. The stock has a market cap of $200.33 billion, a price-to-earnings ratio of 54.48, a price-to-earnings-growth ratio of 2.46 and a beta of 1.61. The stock has a 50 day moving average price of $147.52 and a 200-day moving average price of $137.61. Arista Networks, Inc. has a one year low of $83.86 and a one year high of $179.80.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The firm had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company’s quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Sell-side analysts predict that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Insider Transactions at Arista Networks

In other news, major shareholder Andreas Bechtolsheim sold 220,000 shares of Arista Networks stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $156.86, for a total value of $34,509,200.00. Following the completion of the transaction, the insider owned 182,803,048 shares in the company, valued at approximately $28,674,486,109.28. The trade was a 0.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of Arista Networks 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 $4,292,480.00. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. This trade represents a 71.15% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,935,142 shares of company stock worth $313,589,223. 2.70% of the stock is currently owned by company 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.