Integrated Advisors Network LLC Reduces Stake in Arista Networks, Inc. $ANET

Integrated Advisors Network LLC cut its stake in Arista Networks, Inc. (NYSE:ANET) by 79.9% in the first quarter, Holdings Channel reports. The fund owned 3,123 shares of the technology company’s stock after selling 12,448 shares during the period. Integrated Advisors Network LLC’s holdings in Arista Networks were worth $383,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Brighton Jones LLC raised its stake in Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares during the period. Revolve Wealth Partners LLC purchased a new stake in shares of Arista Networks in the 4th quarter valued at approximately $202,000. Bison Wealth LLC purchased a new stake in shares of Arista Networks in the 4th quarter valued at approximately $251,000. Sivia Capital Partners LLC increased its holdings in shares of Arista Networks by 48.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after buying an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL increased its holdings in shares of Arista Networks by 31.3% during the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock worth $429,000 after buying an additional 1,000 shares during the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on ANET shares. Wolfe Research reiterated an “outperform” rating and issued a $175.00 price objective on shares of Arista Networks in a report on Wednesday, June 10th. Morgan Stanley reissued 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. Citigroup reduced their target price on Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Piper Sandler reaffirmed 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. Finally, Needham & Company LLC reiterated a “buy” rating and set a $185.00 price target on shares of Arista Networks in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $187.63.

Insider Buying and Selling at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $165.57, for a total transaction of $43,048,200.00. Following the transaction, the insider owned 182,543,048 shares of the company’s stock, valued at approximately $30,223,652,457.36. This represents a 0.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction dated 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 approximately $924,321,690.08. The trade was 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. Over the last 90 days, insiders have sold 3,147,080 shares of company stock valued at $513,396,642. Company insiders own 2.70% of the company’s stock.

Arista Networks Stock Performance

Shares of ANET stock opened at $187.46 on Friday. The firm’s 50 day moving average price is $159.79 and its 200-day moving average price is $145.74. Arista Networks, Inc. has a one year low of $104.68 and a one year high of $189.82. The firm has a market cap of $236.05 billion, a P/E ratio of 64.20, a P/E/G ratio of 2.85 and a beta of 1.60.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. The firm had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, research analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Arista Networks News Roundup

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

• Positive Sentiment: ANET was highlighted as a stock drawing increased investor attention, suggesting strong market interest and momentum around the name. Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: Multiple reports tied Arista to the AI networking theme, which has been a key driver behind buying in networking and infrastructure stocks. Arista Networks (NYSE:ANET) AI Momentum Boosts Market Focus
• Positive Sentiment: Arista reached or traded near new highs as investors rotated into technology shares and continued rewarding AI beneficiaries. Why Did PENG, ANET, BCRX Shares Surge To 52-Week Highs?
• Neutral Sentiment: Wall Street commentary remained broadly constructive on ANET, but the article mainly noted that analyst opinions often influence trading rather than providing a major new catalyst. Wall Street Bulls Look Optimistic About Arista Networks (ANET): Should You Buy?
• Negative Sentiment: Insider selling by co-founder Andreas Bechtolsheim could weigh on sentiment, even if it does not necessarily change the long-term business outlook. Andreas Bechtolsheim Sells 240,000 Shares of Arista Networks (NYSE:ANET) 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.