American Trust Has $1.31 Million Stock Holdings in Arista Networks, Inc. $ANET

American Trust decreased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 26.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 9,990 shares of the technology company’s stock after selling 3,535 shares during the period. American Trust’s holdings in Arista Networks were worth $1,309,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position 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 valued at $863,000 after buying an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in Arista Networks during the fourth quarter worth about $202,000. Bison Wealth LLC acquired a new position in Arista Networks during the fourth quarter worth about $251,000. Sivia Capital Partners LLC raised its stake in Arista Networks by 48.4% during the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL increased its holdings 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 purchasing an additional 1,000 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Down 2.1%

NYSE ANET opened at $164.51 on Thursday. Arista Networks, Inc. has a 52 week low of $85.58 and a 52 week high of $179.80. The company has a market cap of $207.15 billion, a PE ratio of 56.34, a price-to-earnings-growth ratio of 2.59 and a beta of 1.61. The firm’s 50-day simple moving average is $156.88 and its two-hundred day simple moving average is $140.97.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) 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 company had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same quarter last year, the company earned $0.65 earnings per share. The firm’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. As a group, equities research analysts anticipate that Arista Networks, Inc. will post 3.27 EPS for the current year.

Insider Transactions at Arista Networks

In related news, CEO Jayshree Ullal sold 13,809 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $155.04, for a total value of $2,140,947.36. Following the completion of the sale, the chief executive officer owned 9,917 shares in the company, valued at $1,537,531.68. The trade was a 58.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kelly Bodnar Battles sold 422 shares of Arista Networks stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $146.44, for a total transaction of $61,797.68. Following the completion of the transaction, the director owned 10,078 shares in the company, valued at approximately $1,475,822.32. The trade was a 4.02% 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. Over the last quarter, insiders have sold 2,603,747 shares of company stock worth $423,901,619. 2.70% of the stock is owned by insiders.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista continues to be highlighted as a beneficiary of AI infrastructure spending, with articles pointing to its role in data center networking and cloud connectivity as key growth drivers. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Positive Sentiment: BofA Securities reportedly raised its price target on Arista Networks, which can support investor confidence in the stock’s longer-term outlook. BofA Securities Raises Price Target for Arista Networks (ANET)
• Neutral Sentiment: Arista is drawing heavy investor attention after an 87% one-year gain, with some coverage questioning whether the stock’s rapid run has already priced in much of the optimism. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Neutral Sentiment: Arista was among the most searched stocks on Zacks, reflecting elevated investor interest but not necessarily a fundamental catalyst by itself. Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, a move that can weigh on sentiment even though the sale was relatively small versus his total holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, reinforcing near-term selling pressure and profit-taking after its strong run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

Analyst Ratings Changes

ANET has been the subject of several research reports. Piper Sandler reiterated an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Morgan Stanley reiterated an “overweight” rating and set a $190.00 price target (up from $180.00) on shares of Arista Networks in a report on Friday, June 12th. Rosenblatt Securities lifted their price target on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $186.47.

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.