Advisory Resource Group Acquires Shares of 12,711 Arista Networks, Inc. $ANET

Advisory Resource Group acquired a new stake in Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 12,711 shares of the technology company’s stock, valued at approximately $1,666,000.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares during the period. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks in the 4th quarter worth approximately $202,000. Bison Wealth LLC purchased a new stake in shares of Arista Networks in the 4th quarter worth approximately $251,000. Sivia Capital Partners LLC lifted its position in shares of 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 purchasing an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL lifted its position in shares of Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after purchasing an additional 1,000 shares during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ANET has been the subject of several research reports. Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research report on Friday, May 15th. Citigroup reduced their price objective on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Piper Sandler reiterated an “overweight” rating and set a $181.00 price objective (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. KeyCorp reiterated an “overweight” rating and set a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, TD Cowen reiterated a “buy” rating and set a $200.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $185.95.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the transaction, the chief executive officer owned 5,209,207 shares in the company, valued at approximately $924,321,690.08. This represents a 7.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 240,000 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $163.06, for a total transaction of $39,134,400.00. Following the transaction, the insider owned 331,848 shares in the company, valued at $54,111,134.88. The trade was a 41.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 2,403,142 shares of company stock worth $388,820,943. 2.70% 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: Arista’s rollout of its 7060XE7 Series 1.6T networking platforms supports the AI growth story, as the products are designed for rack-scale AI infrastructure and higher-capacity data-center networking. Article Title
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Arista Networks, adding to signs that Wall Street expects continued earnings growth. Article Title
• Neutral Sentiment: Broader market volatility tied to AI spending, interest rates, and growth concerns may be increasing attention on AI infrastructure names like ANET, but it is not a company-specific catalyst. Article Title
• Negative Sentiment: Recent insider selling by major shareholder Andreas Bechtolsheim may weigh on sentiment, even though the trades were made under a pre-arranged 10b5-1 plan. Article Title

Arista Networks Stock Up 3.1%

NYSE ANET opened at $156.46 on Friday. The firm has a market cap of $197.01 billion, a PE ratio of 53.58, a price-to-earnings-growth ratio of 2.34 and a beta of 1.61. The company has a 50 day moving average price of $153.66 and a 200 day moving average price of $139.83. Arista Networks, Inc. has a 52 week low of $85.58 and a 52 week high of $179.80.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the prior year, the business posted $0.65 EPS. Arista Networks’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities research analysts anticipate that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

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.