Caxton Associates LLP Lowers Stake in Arista Networks, Inc. $ANET

Posted by ABMN Staff on Jul 27th, 2026

Caxton Associates LLP cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 96.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 8,906 shares of the technology company’s stock after selling 215,382 shares during the period. Caxton Associates LLP’s holdings in Arista Networks were worth $1,093,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of ANET. Main Street Group LTD acquired a new position in Arista Networks in the 1st quarter worth about $26,000. Sankala Group LLC acquired a new stake in Arista Networks in the fourth quarter valued at approximately $27,000. Prosperity Bancshares Inc purchased a new stake in shares of Arista Networks in the fourth quarter valued at approximately $28,000. Ameliora Wealth Management Ltd. purchased a new stake in shares of Arista Networks in the fourth quarter valued at approximately $30,000. Finally, Hilton Head Capital Partners LLC raised its stake in shares of Arista Networks by 184.9% during the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after buying an additional 159 shares during the period. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Down 0.1%

Shares of ANET opened at $173.79 on Monday. Arista Networks, Inc. has a 52-week low of $113.55 and a 52-week high of $189.82. 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. The firm’s fifty day moving average is $164.95 and its two-hundred day moving average is $148.78.

Arista Networks (NYSE:ANET – Get Free Report) last issued its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.06. The business 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 company’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, research analysts anticipate that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

More Arista Networks News

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

Analysts Set New Price Targets

ANET has been the topic of a number of research analyst reports. Piper Sandler reissued 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 decreased their price objective on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Morgan Stanley reiterated an “overweight” rating and issued a $190.00 target price (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, KeyCorp restated an “overweight” rating and set a $200.00 price target (up from $178.00) on shares of Arista Networks in a research report on Thursday, June 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks presently has an average rating of “Buy” and an average target price of $189.74.

View Our Latest Report on Arista Networks

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 234,578 shares of the stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $187.18, for a total value of $43,908,310.04. Following the completion of the sale, the chief executive officer owned 5,134,207 shares in the company, valued at approximately $961,020,866.26. This represents a 4.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $162.67, for a total transaction of $39,040,800.00. Following the completion of the transaction, 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 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. Insiders sold a total of 2,264,983 shares of company stock worth $376,175,065 in the last 90 days. 2.70% of the stock is currently owned by insiders.

Arista Networks Company Profile

(Free Report)

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.