Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 971 Shares of Stock

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 971 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $140.93, for a total transaction of $136,843.03. Following the completion of the transaction, the director directly owned 9,784 shares in the company, valued at $1,378,859.12. The trade was a 9.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Yvonne Wassenaar also recently made the following trade(s):

• On Wednesday, April 15th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $153.07, for a total transaction of $213,532.65.
• On Monday, March 16th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $134.34, for a total transaction of $187,404.30.
• On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60.

Arista Networks Stock Performance

ANET stock opened at $153.92 on Friday. Arista Networks, Inc. has a 52 week low of $83.86 and a 52 week high of $179.80. The firm’s fifty day moving average is $145.35 and its 200 day moving average is $137.18. The firm has a market cap of $193.82 billion, a P/E ratio of 52.71, a P/E/G ratio of 2.28 and a beta of 1.67.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter last year, the firm earned $0.65 EPS. The firm’s quarterly revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, analysts forecast that Arista Networks, Inc. will post 3.28 EPS for the current year.

Analysts Set New Price Targets

Several research firms recently commented on ANET. Piper Sandler reaffirmed an “overweight” rating and set a $181.00 target price (up from $175.00) on shares of Arista Networks in a report on Wednesday, May 6th. Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research report on Friday, May 15th. Evercore reissued an “outperform” rating and set a $200.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Wells Fargo & Company increased their price target on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Finally, Needham & Company LLC reissued a “buy” rating and set a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $181.84.

More Arista Networks News

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

• Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
• Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
• Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
• Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title

Institutional Investors Weigh In On Arista Networks

Institutional investors and hedge funds have recently modified their holdings of the stock. Rakuten Investment Management Inc. bought a new position in shares of Arista Networks in the 3rd quarter worth about $8,263,000. Lighthouse Financial Services Inc. ADV bought a new position in shares of Arista Networks in the 4th quarter worth about $1,549,000. National Wealth Management Group LLC bought a new position in shares of Arista Networks in the 3rd quarter worth about $1,296,000. Bensler LLC bought a new position in shares of Arista Networks in the 4th quarter worth about $6,350,000. Finally, QRG Capital Management Inc. increased its stake in shares of Arista Networks by 6.4% in the 4th quarter. QRG Capital Management Inc. now owns 169,613 shares of the technology company’s stock worth $22,224,000 after acquiring an additional 10,217 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

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.