Kintegral Advisory LLC Purchases 12,691 Shares of Arista Networks, Inc. $ANET

Kintegral Advisory LLC lifted its position in Arista Networks, Inc. (NYSE:ANET) by 110.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,197 shares of the technology company’s stock after acquiring an additional 12,691 shares during the quarter. Kintegral Advisory LLC’s holdings in Arista Networks were worth $4,926,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in ANET. Main Street Group LTD purchased a new position in Arista Networks during the 1st quarter valued at about $26,000. Sankala Group LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at about $27,000. ABS Investment Management LLC bought a new stake in shares of Arista Networks in the 2nd quarter valued at about $29,000. ABS Direct Equity Fund LLC purchased a new stake in shares of Arista Networks in the 2nd quarter worth approximately $29,000. Finally, Hilton Head Capital Partners LLC lifted its position in shares of Arista Networks by 184.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after purchasing an additional 159 shares during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Arista Networks Price Performance

Arista Networks stock traded down $8.74 during trading hours on Friday, reaching $176.84. The stock had a trading volume of 6,842,368 shares, compared to its average volume of 5,292,150. The company has a market cap of $223.03 billion, a price-to-earnings ratio of 55.78, a PEG ratio of 2.16 and a beta of 1.60. The business’s 50 day moving average price is $198.46 and its 200-day moving average price is $174.34. Arista Networks, Inc. has a 52 week low of $114.52 and a 52 week high of $217.41.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.83 billion. During the same period last year, the business earned $0.73 EPS. The company’s revenue was up 37.7% compared to the same quarter last year. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, sell-side analysts forecast that Arista Networks, Inc. will post 3.79 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently issued reports on ANET. Needham & Company LLC reiterated a “buy” rating and set a $260.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft started coverage on shares of Arista Networks in a research note on Monday, August 31st. They issued a “buy” rating and a $220.00 price objective for the company. TD Cowen upped their target price on Arista Networks from $210.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Jefferies Financial Group set a $250.00 target price on Arista Networks in a research report on Wednesday, August 5th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $250.00 target price (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Arista Networks presently has an average rating of “Buy” and a consensus price target of $235.45.

Insider Activity at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the completion of the sale, the insider owned 181,143,048 shares of the company’s stock, valued at $36,826,381,658.40. This represents a 0.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the completion of the sale, the chief executive officer owned 16,387,981 shares of the company’s stock, valued at approximately $3,297,589,536.82. This trade represents a 4.47% 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 quarter, insiders have sold 3,627,449 shares of company stock valued at $740,784,723. 2.70% of the stock is currently owned by company insiders.

More Arista Networks News

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

• Positive Sentiment: BNP Paribas Exane upgraded Arista Networks to “strong buy,” providing a favorable analyst signal for the stock. Ticker Report article
• Positive Sentiment: A hammer chart pattern suggests ANET may have found technical support after its recent pullback. The article also cites broad upward revisions to Wall Street earnings estimates, which could support a near-term rebound. Zacks bottom-fisher article
• Positive Sentiment: Arista remains exposed to the expanding AI-infrastructure market. Comparisons with Akamai focus on Arista’s stronger growth prospects and profitability, factors that could help justify a premium valuation if AI-related demand remains strong. AKAM versus ANET article
• Neutral Sentiment: After roughly a sevenfold five-year rally, investors are reassessing whether Arista’s cash generation can support its current valuation. The debate reflects elevated expectations rather than a reported deterioration in operations. Yahoo Finance valuation article
• Negative Sentiment: Reports that Arista shares fell following insider selling are weighing on sentiment, as investors may interpret sales as a cautionary signal even though insider transactions do not necessarily indicate weaker fundamentals. American Banking News insider-selling article

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.