Compound Planning Inc. Sells 3,132 Shares of Arista Networks, Inc. $ANET

Compound Planning Inc. trimmed its holdings in Arista Networks, Inc. (NYSE:ANET) by 17.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,477 shares of the technology company’s stock after selling 3,132 shares during the period. Compound Planning Inc.’s holdings in Arista Networks were worth $1,777,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Intrua Financial LLC raised its position in shares of Arista Networks by 2.7% during the first quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after purchasing an additional 61 shares during the period. NBT Bank N A NY grew its position in shares of Arista Networks by 37.2% in the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock valued at $30,000 after purchasing an additional 67 shares during the period. Hoxton Planning & Management LLC grew its position in shares of Arista Networks by 4.1% in the 1st quarter. Hoxton Planning & Management LLC now owns 1,744 shares of the technology company’s stock valued at $214,000 after purchasing an additional 68 shares during the period. Whittier Trust Co. of Nevada Inc. increased its stake in Arista Networks by 0.4% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock worth $2,133,000 after purchasing an additional 70 shares in the last quarter. Finally, Y.D. More Investments Ltd increased its stake in Arista Networks by 8.7% during the 1st quarter. Y.D. More Investments Ltd now owns 870 shares of the technology company’s stock worth $107,000 after purchasing an additional 70 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have commented on ANET shares. Bank of America raised their target price on shares of Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Morgan Stanley reiterated an “overweight” rating and issued a $190.00 price target (up from $180.00) on shares of Arista Networks in a report on Friday, June 12th. Barclays reissued an “overweight” rating and set a $195.00 price objective (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. Zacks Research lowered shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Finally, Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 15th. Two equities research 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.com, Arista Networks presently has a consensus rating of “Buy” and an average price target of $189.74.

Key Stories Impacting Arista Networks

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

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $173.79 on Friday. The firm has a market cap of $218.83 billion, a PE ratio of 59.52, a P/E/G ratio of 2.67 and a beta of 1.60. The business’s 50 day simple moving average is $164.95 and its 200 day simple moving average is $148.70. Arista Networks, Inc. has a 52-week low of $113.55 and a 52-week high of $189.82.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates 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 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 quarter in the prior year, the firm posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities research analysts predict that Arista Networks, Inc. will post 3.28 EPS for the current year.

Insider Buying and Selling at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 240,000 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $162.67, for a total value of $39,040,800.00. Following the completion of the transaction, the insider owned 182,043,048 shares of the company’s stock, valued at approximately $29,612,942,618.16. This trade represents a 0.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $167.06, for a total transaction of $1,336,480.00. Following the completion of the sale, the director owned 192,333 shares in the company, valued at $32,131,150.98. The trade was a 3.99% 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. In the last three months, insiders sold 2,264,983 shares of company stock worth $376,175,065. Company insiders own 2.70% of the company’s stock.

Arista Networks Company Profile

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.