4,156 Shares in Arista Networks, Inc. $ANET Bought by MW Advisory LLC

MW Advisory LLC bought a new position in shares of Arista Networks, Inc. (NYSE:ANET) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 4,156 shares of the technology company’s stock, valued at approximately $706,000.

Several other hedge funds have also modified their holdings of ANET. Brighton Jones LLC increased its stake in Arista Networks by 321.7% in 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 in the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks during the fourth quarter valued at about $202,000. Bison Wealth LLC purchased a new stake in Arista Networks during the fourth quarter valued at about $251,000. Sivia Capital Partners LLC lifted 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 valued at $1,097,000 after buying an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL boosted its holdings in shares of Arista Networks by 31.3% in 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 period. 82.47% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on ANET shares. Barclays reissued an “overweight” rating and issued a $289.00 target price (up from $195.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Citigroup reaffirmed a “buy” rating on shares of Arista Networks in a research note on Thursday, August 6th. Truist Financial lifted their price objective on shares of Arista Networks from $175.00 to $234.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. KeyCorp reissued an “overweight” rating and set a $250.00 target price (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Morgan Stanley restated an “overweight” rating and issued a $220.00 target price (up from $190.00) on shares of Arista Networks in a report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $225.76.

Arista Networks Price Performance

Shares of ANET opened at $193.54 on Friday. The business’s 50-day moving average is $182.94 and its 200-day moving average is $160.16. The company has a market capitalization of $244.10 billion, a price-to-earnings ratio of 61.05, a P/E/G ratio of 2.27 and a beta of 1.62. Arista Networks, Inc. has a fifty-two week low of $114.52 and a fifty-two week high of $214.89.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $2.83 billion. During the same period last year, the company posted $0.73 earnings per share. The firm’s quarterly 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. Equities research analysts expect that Arista Networks, Inc. will post 3.7 earnings per share for the current fiscal year.

Insider Activity at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 13,809 shares of Arista Networks stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the completion of the sale, the chief executive officer owned 9,917 shares of the company’s stock, valued at $1,901,981.43. This trade represents a 58.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $185.42, for a total transaction of $3,213,884.86. Following the transaction, the insider owned 12,976 shares in the company, valued at approximately $2,406,009.92. This represents a 57.19% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 3,782,694 shares of company stock worth $726,728,187. 2.70% of the stock is currently owned by company insiders.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Arista’s investment case remains supported by surging AI infrastructure demand, improving supply-chain execution and strong free cash flow. The company’s shares have gained 37.3% over the past six months, although the recent advance has raised questions about how much upside remains. ANET Rises 37.3% in Six Months: Is There More Room to Grow?
• Positive Sentiment: The company’s latest quarterly results provide a fundamental catalyst: adjusted earnings of $1.02 per share exceeded the $0.89 consensus estimate, while revenue of $3.04 billion topped the $2.83 billion forecast and increased 37.7% year over year. Arista guided to third-quarter EPS of $1.06-$1.08. Arista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging
• Positive Sentiment: Deutsche Bank initiated coverage with a Buy rating and a $220 price target. This adds to a generally favorable analyst view, with a consensus Buy rating and an average target of $225.76; UBS, Jefferies and Morgan Stanley have also cited targets above the current trading range.
• Neutral Sentiment: Arista edged higher even as networking peer Ciena weakened after issuing in-line guidance, suggesting investors may be differentiating ANET based on its stronger AI and cloud-networking growth outlook. Ciena Corporation Tumbles 10% as In-Line Guidance Overshadows Earnings Beat, Arista Edges Higher
• Negative Sentiment: CFO Chantelle Breithaupt sold 612 shares worth approximately $119,811. The transaction reduced her holdings by 0.87%, but it was executed under a pre-arranged Rule 10b5-1 plan, limiting its significance as a bearish signal. Arista’s elevated valuation—about 60 times earnings and a PEG ratio of 2.21—also leaves the stock sensitive to slower growth or weaker guidance.

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.