Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Sells 3,883 Shares of Arista Networks, Inc. $ANET

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. trimmed its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 60.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,550 shares of the technology company’s stock after selling 3,883 shares during the quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s holdings in Arista Networks were worth $313,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Arista Networks by 321.7% during the 4th 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 last quarter. Revolve Wealth Partners LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at $202,000. Bison Wealth LLC acquired a new stake in shares of Arista Networks during the fourth quarter worth $251,000. Sivia Capital Partners LLC raised its stake in Arista Networks by 48.4% during the second 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 raised its stake in Arista Networks by 31.3% during the second 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. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Trading Up 8.7%

ANET opened at $180.93 on Thursday. Arista Networks, Inc. has a 1-year low of $102.68 and a 1-year high of $181.27. The company has a market cap of $227.83 billion, a P/E ratio of 61.96, a price-to-earnings-growth ratio of 2.57 and a beta of 1.60. The company has a fifty day moving average price of $159.03 and a two-hundred day moving average price of $145.07.

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

Key Arista Networks News

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

• Positive Sentiment: Recent commentary says Arista is benefiting from the AI network buildout, with strong demand for its high-speed switching and routing products as cloud and data center operators expand AI capacity. Arista Networks (NYSE:ANET) AI Momentum Boosts Market Focus
• Positive Sentiment: ANET was also described as reaching a new high amid AI momentum, reinforcing the idea that investors are rotating into AI infrastructure winners. Arista Networks (NYSE:ANET) Reaches New High Amid AI Momentum
• Positive Sentiment: Unusually heavy call-option buying suggests traders are positioning for more upside, which can add momentum to the stock.
• Positive Sentiment: Analysts remain constructive, with a recent bullish note calling Arista expensive but still worth it and highlighting AI fabrics, 800G switching, campus expansion, and software/services as growth drivers. Arista Networks Is Expensive, But Still Worth It
• Neutral Sentiment: The company confirmed it will report second-quarter 2026 results on August 4, keeping investors focused on the next earnings catalyst. Arista Networks to Announce Q2 2026 Financial Results on Tuesday, August 4, 2026
• Neutral Sentiment: Wall Street sentiment remains broadly positive overall, with a consensus Buy rating and price targets still above recent trading levels.
• Negative Sentiment: Recent insider sales by major shareholder Andreas Bechtolsheim and Director Charles Giancarlo may slightly pressure sentiment, even though the trades were filed as part of pre-arranged 10b5-1 plans. Arista Networks (NYSE:ANET) Major Shareholder Sells 240,000 Shares
• Negative Sentiment: One market note also said ANET dipped more than the broader market in the latest session, suggesting some profit-taking after a strong run. Why Arista Networks (ANET) Dipped More Than Broader Market Today

Insider Buying and Selling

In other news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the insider owned 182,543,048 shares in the company, valued at $30,223,652,457.36. The trade was a 0.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available 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 company’s stock in a transaction that occurred on 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 $924,321,690.08. The trade was a 7.59% 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. Over the last ninety days, insiders have sold 3,147,080 shares of company stock worth $513,396,642. 2.70% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have commented on ANET. JPMorgan Chase & Co. upped their price target on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Morgan Stanley reissued an “overweight” rating and issued a $190.00 price objective (up from $180.00) on shares of Arista Networks in a research report on Friday, June 12th. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Weiss Ratings lowered Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. Finally, TD Cowen reaffirmed a “buy” rating and set a $200.00 target price (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $187.63.

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.