Larson Financial Group LLC Boosts Stock Position in Arista Networks, Inc. $ANET

Larson Financial Group LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 42.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,637 shares of the technology company’s stock after buying an additional 3,787 shares during the quarter. Larson Financial Group LLC’s holdings in Arista Networks were worth $1,656,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Board of the Pension Protection Fund purchased a new stake in shares of Arista Networks in the fourth quarter valued at approximately $26,000. Knuff & Co LLC purchased a new stake in shares of Arista Networks in the third quarter valued at approximately $29,000. Ameliora Wealth Management Ltd. purchased a new stake in shares of Arista Networks in the fourth quarter valued at approximately $30,000. Quarry LP purchased a new stake in shares of Arista Networks in the third quarter valued at approximately $33,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Arista Networks in the fourth quarter valued at approximately $34,000. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

More Arista Networks News

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

• Positive Sentiment: Raymond James upgraded Arista Networks to Outperform and set a $164 price target, citing expectations that the company’s growth profile should improve in 2027 and beyond. Raymond James flips Arista (ANET) to outperform with $164 target
• Positive Sentiment: Arista was named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN, reinforcing its momentum in enterprise networking and AI-optimized connectivity. Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN
• Positive Sentiment: Analysts continue to highlight Arista as a key beneficiary of the AI data center buildout, with commentary pointing to strong demand for Ethernet-based AI networking and improved fair-value expectations. How The AI Data Center Story Is Reframing Arista Networks (ANET) Valuation And Expectations
• Neutral Sentiment: Arista’s strong Q1 results and guidance remain a backdrop for bullish sentiment, with the company recently reporting revenue growth of 35.1% year over year and guiding for continued strength. Why Arista Networks (ANET) Is Central to AI Data Center Networking Upgrades
• Negative Sentiment: Insider Kenneth Duda sold shares in two disclosed transactions under a Rule 10b5-1 trading plan, which can still weigh on sentiment even though the sales were pre-arranged. SEC filing for Kenneth Duda transaction

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Morgan Stanley restated an “overweight” rating and issued a $180.00 price objective on shares of Arista Networks in a research report on Friday, May 1st. Zacks Research cut Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Raymond James Financial upgraded Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective for the company in a research report on Friday, May 15th. Barclays reaffirmed an “overweight” rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $181.84.

Arista Networks Price Performance

Shares of NYSE:ANET opened at $140.32 on Thursday. The business’s 50 day moving average price is $144.85 and its 200-day moving average price is $137.13. The firm has a market capitalization of $176.69 billion, a PE ratio of 48.06, a P/E/G ratio of 2.18 and a beta of 1.67. Arista Networks, Inc. has a 1 year low of $83.86 and a 1 year high of $179.80.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The firm had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business’s revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, analysts expect that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

Insiders Place Their Bets

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. The trade was a 71.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Jayshree Ullal sold 428,000 shares of the business’s stock in a transaction 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 transaction, the chief executive officer directly owned 5,209,207 shares in the company, valued at $924,321,690.08. This trade represents a 7.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,502,729 shares of company stock worth $246,573,179 in the last three months. 2.70% of the stock is currently owned by corporate insiders.

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.