MassMutual Private Wealth & Trust FSB Grows Position in Arista Networks, Inc. $ANET

MassMutual Private Wealth & Trust FSB lifted its position in Arista Networks, Inc. (NYSE:ANET) by 45.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,420 shares of the technology company’s stock after purchasing an additional 2,617 shares during the period. MassMutual Private Wealth & Trust FSB’s holdings in Arista Networks were worth $1,430,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the company. Intrua Financial LLC boosted its stake in shares of Arista Networks by 2.7% during the 1st quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after acquiring an additional 61 shares in the last quarter. NBT Bank N A NY grew its position in shares of Arista Networks by 37.2% during the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock valued at $30,000 after acquiring an additional 67 shares during the period. Hoxton Planning & Management LLC increased its stake 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 in the last quarter. Whittier Trust Co. of Nevada Inc. increased its stake in shares of Arista Networks by 0.4% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after purchasing an additional 70 shares in the last quarter. Finally, Y.D. More Investments Ltd raised its holdings in Arista Networks by 8.7% in 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 during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Arista Networks

In related 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 directly owned 182,543,048 shares in the company, valued at approximately $30,223,652,457.36. The trade was a 0.14% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $140.08, for a total value of $4,482,560.00. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at $1,817,678.08. The trade was a 71.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 2,300,316 shares of company stock valued at $382,160,575 over the last quarter. 2.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on ANET shares. Morgan Stanley reiterated an “overweight” rating and set a $190.00 price target (up from $180.00) on shares of Arista Networks in a research report on Friday, June 12th. TD Cowen restated a “buy” rating and issued a $210.00 price objective (up from $200.00) on shares of Arista Networks in a research report on Monday, July 13th. Weiss Ratings downgraded Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, July 29th. Wolfe Research reaffirmed an “outperform” rating and set a $175.00 target price on shares of Arista Networks in a research note on Wednesday, June 10th. Finally, Bank of America increased their target price on Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks has an average rating of “Buy” and a consensus price target of $189.74.

Arista Networks News Roundup

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

• Positive Sentiment: Q2 results exceeded estimates: Arista reported adjusted earnings of $1.02 per share versus the $0.89 consensus estimate, while revenue reached $3.04 billion, ahead of the $2.83 billion forecast. Revenue rose 37.7% year over year, marking the company’s first quarter above $3 billion. Arista forecasts upbeat quarterly revenue on AI-driven networking demand
• Positive Sentiment: Upbeat Q3 guidance: Arista forecast third-quarter revenue of approximately $3.3 billion, compared with Wall Street’s $2.9 billion expectation. Its EPS outlook of $1.06–$1.08 also topped the $0.89 consensus estimate, signaling continued momentum. Arista Networks soars on strong Q2 beat and raised outlook
• Positive Sentiment: AI networking demand remains a major growth driver: Customers are expanding AI and cloud infrastructure, supporting demand for Arista’s high-speed networking equipment. The company also highlighted new 1.6-terabit-per-second AI networking systems designed to improve performance and reduce power consumption. Arista Networks Q2 revenue jumps as AI networking demand accelerates
• Neutral Sentiment: Arista’s strong results improve its growth outlook, but the stock’s elevated valuation—approximately 65 times earnings—leaves shares sensitive to any slowdown in AI infrastructure spending or future guidance.

Arista Networks Stock Up 3.4%

ANET opened at $191.21 on Wednesday. The company has a market cap of $240.77 billion, a PE ratio of 65.48, a price-to-earnings-growth ratio of 2.84 and a beta of 1.60. Arista Networks, Inc. has a twelve month low of $114.52 and a twelve month high of $194.35. The company has a 50-day moving average price of $168.68 and a 200 day moving average price of $151.16.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.13. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.83 billion. During the same period in the previous year, the firm posted $0.73 EPS. Arista Networks’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. As a group, sell-side analysts expect that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

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.