Rossmore Private Capital Increases Holdings in Arista Networks, Inc. $ANET

Rossmore Private Capital lifted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 78.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,400 shares of the technology company’s stock after buying an additional 5,006 shares during the period. Rossmore Private Capital’s holdings in Arista Networks were worth $1,494,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of ANET. Board of the Pension Protection Fund purchased a new position in shares of Arista Networks during the 4th quarter valued at about $26,000. Knuff & Co LLC purchased a new position in shares of Arista Networks during the 3rd quarter valued at about $29,000. Ameliora Wealth Management Ltd. purchased a new position in shares of Arista Networks during the 4th quarter valued at about $30,000. Richardson Financial Services Inc. raised its holdings in shares of Arista Networks by 141.3% during the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after buying an additional 130 shares in the last quarter. Finally, Quarry LP purchased a new position in shares of Arista Networks during the 3rd quarter valued at about $33,000. 82.47% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on ANET. Wells Fargo & Company raised their price objective on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Susquehanna upgraded Arista Networks to a “strong-buy” rating in a research report on Wednesday, April 1st. Truist Financial set a $175.00 price target on Arista Networks in a research note on Wednesday, May 6th. Weiss Ratings raised Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a research note on Friday. Finally, Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target on the stock in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Arista Networks currently has an average rating of “Buy” and an average target price of $181.84.

Insider Transactions at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $175.40, for a total value of $1,403,200.00. Following the sale, the director directly owned 208,333 shares in the company, valued at approximately $36,541,608.20. This trade represents a 3.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Yvonne Wassenaar sold 1,395 shares of Arista Networks stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $153.07, for a total value of $213,532.65. Following the completion of the sale, the director owned 9,784 shares in the company, valued at approximately $1,497,636.88. This represents a 12.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,502,729 shares of company stock worth $246,707,719. Corporate insiders own 2.70% of the company’s stock.

Key Arista Networks News

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

• Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
• Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
• Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
• Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
• Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
• Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Arista Networks Price Performance

Shares of Arista Networks stock opened at $141.98 on Monday. The business’s 50 day simple moving average is $144.57 and its two-hundred day simple moving average is $137.51. The stock has a market capitalization of $178.78 billion, a P/E ratio of 48.62, a price-to-earnings-growth ratio of 2.18 and a beta of 1.67. Arista Networks, Inc. has a one year low of $83.86 and a one year high of $179.80.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. The business had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.65 EPS. 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 earnings per share for the current fiscal year.

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.