Swiss Life Asset Management Ltd Trims Stake in Arista Networks, Inc. $ANET

Swiss Life Asset Management Ltd lessened its stake in Arista Networks, Inc. (NYSE:ANET) by 1.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 416,795 shares of the technology company’s stock after selling 5,056 shares during the period. Swiss Life Asset Management Ltd’s holdings in Arista Networks were worth $54,613,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Global Trust Asset Management LLC increased its position in Arista Networks by 33.0% during the 3rd quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after purchasing an additional 4,780 shares during the period. Rakuten Investment Management Inc. bought a new position in shares of Arista Networks during the third quarter valued at approximately $8,263,000. Lighthouse Financial Services Inc. ADV bought a new position in shares of Arista Networks during the fourth quarter valued at approximately $1,549,000. National Wealth Management Group LLC bought a new position in shares of Arista Networks during the third quarter valued at approximately $1,296,000. Finally, QRG Capital Management Inc. boosted its stake in shares of Arista Networks by 6.4% during the fourth quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock valued at $22,224,000 after purchasing an additional 10,217 shares in 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 research analysts have recently issued reports on ANET shares. Piper Sandler reaffirmed an “overweight” rating and issued a $181.00 price objective (up from $175.00) on shares of Arista Networks in a research report on Wednesday. KeyCorp reiterated an “overweight” rating and set a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Zacks Research upgraded shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 13th. Morgan Stanley reiterated an “overweight” rating and set a $180.00 price objective on shares of Arista Networks in a research note on Friday, May 1st. Finally, TD Cowen reiterated a “buy” rating and issued a $200.00 target price (up from $170.00) on shares of Arista Networks in a research note on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Arista Networks has an average rating of “Buy” and an average price target of $182.83.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Morgan Stanley raised its price target on Arista Networks to $180 from $165 and kept an Overweight rating, signaling confidence in the company’s long-term upside. Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180
• Positive Sentiment: Needham also reiterated a Buy rating on ANET, adding to the list of bullish analyst calls after recent weakness in the shares. Arista Networks (NYSE:ANET) Receives “Buy” Rating from Needham & Company LLC
• Positive Sentiment: Analyst commentary continues to frame Arista as a long-term growth stock, with one article highlighting its strong market position and another noting that analysts still see meaningful upside from current levels. Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term Ignore the sell-off in Arista Networks stock. Analysts still think ANET can gain 36% from here.
• Positive Sentiment: Recent coverage points to strong momentum in the shares, including a report that Arista rallied sharply in April as demand for data center networking and AI-related infrastructure stayed hot. Why Arista Networks Stock Rocketed 41% Higher in April and Why It’s Likely Just Getting Started
• Neutral Sentiment: Several articles and analyst notes reinforced Arista’s visibility as a high-growth AI and networking play, but these were largely reiterations of the existing bullish thesis rather than new catalysts. Susquehanna Remains a Buy on Arista Networks (ANET) Analysts Offer Insights on Technology Companies: International Business Machines (IBM), Adtran (ADTN) and Arista Networks (ANET)
• Negative Sentiment: The main drag on ANET is the company’s warning about supply constraints, which triggered the recent pullback and raised questions about near-term revenue timing despite solid demand. Is Arista Networks Stock a Buy on the Dip?
• Negative Sentiment: One article also noted that Arista’s stock fell even after a strong Q1 report, suggesting investors are currently focused more on execution and supply issues than on the earnings beat itself. Why Arista Networks Stock Plummeted Today

Arista Networks Price Performance

ANET opened at $141.73 on Monday. The firm has a fifty day moving average price of $143.25 and a 200 day moving average price of $137.87. Arista Networks, Inc. has a 1 year low of $83.86 and a 1 year high of $179.80. The stock has a market cap of $178.47 billion, a P/E ratio of 48.54, a P/E/G ratio of 2.24 and a beta of 1.67.

Arista Networks (NYSE:ANET) last posted its earnings results 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 net margin of 38.32% and a return on equity of 30.10%. The firm had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. During the same period in the previous year, the business posted $0.65 EPS. The business’s revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts expect that Arista Networks, Inc. will post 3.18 EPS for the current year.

Insider Buying and Selling at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. The trade was a 71.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Jayshree Ullal sold 428,000 shares of the business’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,502,729 shares of company stock valued at $246,707,719. Company insiders own 3.39% of the company’s stock.

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.