Compound Planning Inc. Sells 3,132 Shares of Arista Networks, Inc. $ANET

Compound Planning Inc. decreased its position in shares of Arista Networks, Inc. (NYSE:ANET) by 17.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,477 shares of the technology company’s stock after selling 3,132 shares during the quarter. Compound Planning Inc.’s holdings in Arista Networks were worth $1,777,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of ANET. Main Street Group LTD bought a new stake in shares of Arista Networks during the first quarter worth $26,000. Sankala Group LLC acquired a new position in shares of Arista Networks during the fourth quarter valued at $27,000. Prosperity Bancshares Inc bought a new position in Arista Networks in the fourth quarter valued at about $28,000. Ameliora Wealth Management Ltd. bought a new position in Arista Networks in the fourth quarter valued at about $30,000. Finally, Hilton Head Capital Partners LLC increased its position in Arista Networks by 184.9% in the first quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after purchasing an additional 159 shares during the period. 82.47% of the stock is currently owned by institutional investors.

Trending Headlines about Arista Networks

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $200.00 target price (up from $185.00) on shares of Arista Networks in a research note on Thursday, July 16th. Morgan Stanley reiterated an “overweight” rating and set a $190.00 price target (up from $180.00) on shares of Arista Networks in a research report on Friday, June 12th. Deutsche Bank Aktiengesellschaft raised shares of Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. Finally, Susquehanna upgraded shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $189.74.

Insider Buying and Selling

In related news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the sale, the insider directly owned 182,043,048 shares in the company, valued at $29,612,942,618.16. This trade represents a 0.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of Arista Networks stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $171.42, for a total transaction of $2,971,222.86. Following the transaction, the insider directly owned 12,976 shares in the company, valued at $2,224,345.92. The trade was a 57.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 2,264,983 shares of company stock valued at $376,175,065. Insiders own 2.70% of the company’s stock.

Arista Networks Stock Down 1.6%

Shares of Arista Networks stock opened at $173.79 on Friday. The business has a fifty day simple moving average of $164.95 and a 200 day simple moving average of $148.70. The stock has a market cap of $218.83 billion, a PE ratio of 59.52, a price-to-earnings-growth ratio of 2.67 and a beta of 1.60. Arista Networks, Inc. has a 12 month low of $113.55 and a 12 month high of $189.82.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm 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 firm posted $0.65 earnings per share. The company’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Analysts expect that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

About Arista Networks

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.