Coldstream Capital Management Inc. Has $3.05 Million Stock Holdings in Arista Networks, Inc. $ANET

Coldstream Capital Management Inc. lifted its position in Arista Networks, Inc. (NYSE:ANET) by 23.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 23,278 shares of the technology company’s stock after purchasing an additional 4,380 shares during the period. Coldstream Capital Management Inc.’s holdings in Arista Networks were worth $3,050,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. Brighton Jones LLC increased its stake in shares of Arista Networks by 321.7% in the fourth 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 bought a new stake in Arista Networks during the 4th quarter valued at approximately $202,000. Bison Wealth LLC acquired a new stake in Arista Networks in the 4th quarter valued at approximately $251,000. Sivia Capital Partners LLC grew its holdings 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 valued at $1,097,000 after buying an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL increased its position in 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 buying an additional 1,000 shares during the period. 82.47% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ANET has been the subject of a number of research analyst reports. JPMorgan Chase & Co. upped their price target on Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. The Goldman Sachs Group restated 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. Barclays reaffirmed an “overweight” rating and set a $195.00 target price (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. 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 report on Friday, May 15th. Finally, Weiss Ratings upgraded shares of Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a research note on Friday, May 15th. 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 company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $181.84.

Arista Networks Price Performance

Shares of ANET stock opened at $153.92 on Monday. The stock has a market cap of $193.82 billion, a P/E ratio of 52.71, a price-to-earnings-growth ratio of 2.37 and a beta of 1.67. The stock has a fifty day moving average price of $145.35 and a 200 day moving average price of $137.04. 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 quarterly earnings data 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. The company had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business’s revenue was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities research analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current year.

Key Arista Networks News

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

• Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
• Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
• Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
• Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title

Insider Transactions at Arista Networks

In other news, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the completion of the transaction, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This represents a 7.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible 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 the firm’s stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $163.31, for a total value of $5,225,920.00. Following the transaction, the insider owned 12,976 shares of the company’s stock, valued at $2,119,110.56. This trade represents a 71.15% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 1,503,278 shares of company stock valued at $246,655,981. Corporate insiders own 2.70% of the company’s stock.

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.