Banque Transatlantique SA Decreases Stock Holdings in Arista Networks, Inc. $ANET

Banque Transatlantique SA lowered its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 21.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 228,915 shares of the technology company’s stock after selling 60,837 shares during the period. Arista Networks makes up approximately 0.7% of Banque Transatlantique SA’s holdings, making the stock its 27th biggest position. Banque Transatlantique SA’s holdings in Arista Networks were worth $29,891,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Whittier Trust Co. of Nevada Inc. grew its stake in shares of Arista Networks by 0.4% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock worth $2,133,000 after acquiring an additional 70 shares during the period. United Asset Strategies Inc. lifted its position in Arista Networks by 1.2% during the fourth quarter. United Asset Strategies Inc. now owns 6,311 shares of the technology company’s stock valued at $827,000 after purchasing an additional 72 shares during the period. West Family Investments Inc. boosted its holdings in Arista Networks by 0.9% in the third quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after purchasing an additional 76 shares during the last quarter. Personal CFO Solutions LLC boosted its holdings in Arista Networks by 3.2% in the fourth quarter. Personal CFO Solutions LLC now owns 2,429 shares of the technology company’s stock worth $318,000 after purchasing an additional 76 shares during the last quarter. Finally, Clark Financial Services Group Inc. BD boosted its holdings in Arista Networks by 2.2% in the fourth quarter. Clark Financial Services Group Inc. BD now owns 3,776 shares of the technology company’s stock worth $518,000 after purchasing an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on ANET shares. Morgan Stanley reiterated an “overweight” rating and set a $190.00 target price (up from $180.00) on shares of Arista Networks in a research note on Friday, June 12th. Piper Sandler restated an “overweight” rating and issued a $181.00 price target (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Citigroup cut their price objective on Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Finally, Bank of America increased their target price on Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $187.63.

Insiders Place Their Bets

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 transaction of $2,140,947.36. Following the completion of the transaction, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,537,531.68. The trade was a 58.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $169.09, for a total value of $1,352,720.00. Following the transaction, the director owned 200,333 shares of the company’s stock, valued at approximately $33,874,306.97. This trade represents a 3.84% decrease in their ownership of the stock. 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 90 days, insiders have sold 2,603,747 shares of company stock valued at $423,901,619. 2.70% of the stock is currently owned by corporate insiders.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating on Arista Networks with a $175 price target, following discussions with management that reinforced confidence in the company’s growth outlook. Wolfe Research Reaffirms Bullish View on Arista Networks (ANET) With $175 Price Target
• Positive Sentiment: KeyBanc’s bullish stance highlights Arista as a beneficiary of strong AI-related networking demand, which supports the company’s long-term data center growth story. Arista sees bullish views at KeyBanc on AI demand
• Positive Sentiment: Recent coverage continues to frame Arista as a key player in AI infrastructure and data center switching, keeping investor interest elevated in the stock. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Neutral Sentiment: Nvidia taking the top spot in the data center Ethernet switching market underscores how competitive the AI networking space has become, though it also reinforces the size of the market Arista is targeting. Nvidia Overtakes Rivals in Data Center Switching Market
• Neutral Sentiment: Arista remains in focus after a strong multi-month run, with some commentary asking whether the stock has already priced in much of the good news. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, which may create modest pressure on sentiment even though the sale was small relative to his holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, suggesting some short-term profit-taking after its powerful run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

Arista Networks Price Performance

NYSE:ANET opened at $169.84 on Friday. The firm has a market capitalization of $213.86 billion, a price-to-earnings ratio of 58.16, a price-to-earnings-growth ratio of 2.54 and a beta of 1.61. Arista Networks, Inc. has a one year low of $85.58 and a one year high of $179.80. The business has a fifty day moving average price of $157.61 and a 200-day moving average price of $141.24.

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 company had revenue of $2.71 billion for 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%.Arista Networks’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period last year, the firm earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities research analysts expect that Arista Networks, Inc. will post 3.27 earnings per share 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.