Arista Networks, Inc. $ANET Shares Sold by Groupama Asset Managment

Groupama Asset Managment lessened its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 23.9% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 26,049 shares of the technology company’s stock after selling 8,197 shares during the quarter. Groupama Asset Managment’s holdings in Arista Networks were worth $3,198,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC increased its holdings in shares of Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after purchasing an additional 5,955 shares during the period. Revolve Wealth Partners LLC bought a new stake in shares of Arista Networks during the fourth quarter valued at about $202,000. Bison Wealth LLC acquired a new stake in Arista Networks in the fourth quarter worth about $251,000. Sivia Capital Partners LLC lifted its holdings in Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after purchasing an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL grew its position in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after buying an additional 1,000 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have commented on ANET shares. Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price on the stock in a research note on Friday, May 15th. Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a research note on Wednesday, July 15th. UBS Group reiterated a “buy” rating and issued a $187.00 price objective (up from $177.00) on shares of Arista Networks in a report on Wednesday, May 6th. TD Cowen reiterated a “buy” rating and set a $210.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Monday, July 13th. Finally, KeyCorp reissued an “overweight” rating and set a $200.00 target price (up from $178.00) on shares of Arista Networks in a 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 given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $189.74.

Arista Networks Stock Up 5.6%

NYSE:ANET opened at $180.66 on Friday. The business’s 50-day moving average price is $167.39 and its 200 day moving average price is $150.11. The firm has a market cap of $227.49 billion, a P/E ratio of 61.87, a PEG ratio of 2.77 and a beta of 1.60. Arista Networks, Inc. has a 52-week low of $114.52 and a 52-week high of $189.82.

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

Arista Networks News Roundup

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

• Positive Sentiment: AI demand and earnings expectations are lifting sentiment. Arista’s large AI-related sales, infrastructure positioning and upcoming earnings report are being cited as key reasons for investor enthusiasm. The company’s long-term share appreciation also reflects sustained institutional interest. Arista Networks’ Huge AI Sales, Upcoming Earnings Lift Shares
• Positive Sentiment: Analysts raised fiscal 2026 EPS estimates. The upward revision provides an additional bullish signal ahead of the company’s results and suggests expectations for continued earnings growth. FY2026 EPS Estimates for Arista Networks Lifted by Analyst
• Positive Sentiment: Arista is viewed as a higher-quality AI infrastructure investment. A comparison with BigBear.ai highlights Arista’s profitability, established networking business and ability to benefit from data-center and AI spending. Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026?
• Positive Sentiment: Fresh AI momentum supports the broader growth narrative. Recent coverage points to continued demand for Arista’s networking products as AI data centers expand, reinforcing the company’s strong revenue and profit outlook. Arista Networks Gains Fresh AI Momentum
• Negative Sentiment: Insider selling remains a short-term concern. A report linked a recent decline of roughly 7% to insider selling, which may pressure sentiment even as the fundamental AI growth story remains intact. Arista Networks Stock Price Down 7% on Insider Selling

Insider Transactions at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $140.08, for a total value of $4,482,560.00. Following the sale, the insider directly owned 12,976 shares in the company, valued at $1,817,678.08. The trade was a 71.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 242,422 shares of the stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $188.17, for a total transaction of $45,616,547.74. Following the sale, the chief executive officer directly owned 5,171,095 shares of the company’s stock, valued at approximately $973,044,946.15. This represents a 4.48% 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. Insiders have sold 2,300,316 shares of company stock valued at $382,160,575 in the last quarter. Insiders own 2.70% of the company’s stock.

Arista Networks 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.