Arista Networks, Inc. $ANET Shares Bought by Quadcap Wealth Management LLC

Quadcap Wealth Management LLC grew its position in Arista Networks, Inc. (NYSE:ANET) by 103.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,728 shares of the technology company’s stock after purchasing an additional 3,925 shares during the quarter. Quadcap Wealth Management LLC’s holdings in Arista Networks were worth $949,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Sankala Group LLC purchased a new stake in shares of Arista Networks during the 4th quarter valued at $27,000. Prosperity Bancshares Inc purchased a new position in Arista Networks during the 4th quarter worth $28,000. Main Street Group LTD purchased a new position in Arista Networks during the 1st quarter worth $26,000. Quarry LP acquired a new position in Arista Networks during the 3rd quarter valued at about $33,000. Finally, Ameliora Wealth Management Ltd. acquired a new position in Arista Networks during the 4th quarter valued at about $30,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Arista Networks Price Performance

ANET opened at $173.79 on Monday. The firm has a fifty day moving average price of $164.95 and a 200 day moving average price of $148.78. Arista Networks, Inc. has a 1 year low of $113.55 and a 1 year high of $189.82. The stock has a market cap of $218.83 billion, a P/E ratio of 59.52, a P/E/G ratio of 2.67 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released its quarterly 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 business earned $0.65 earnings per share. The firm’s revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts expect that Arista Networks, Inc. will post 3.28 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on ANET shares. UBS Group reissued a “buy” rating and issued a $187.00 price target (up from $177.00) on shares of Arista Networks in a report on Wednesday, May 6th. Rosenblatt Securities increased their price objective on shares of Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their target price on shares of Arista Networks from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Wells Fargo & Company reiterated an “overweight” rating and issued a $200.00 target price (up from $185.00) on shares of Arista Networks in a research note on Thursday, July 16th. Finally, Barclays restated an “overweight” rating and set a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Two 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. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $189.74.

Arista Networks News Summary

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

Insider Activity

In other news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $167.06, for a total transaction of $1,336,480.00. Following the sale, the director directly owned 192,333 shares in the company, valued at $32,131,150.98. This trade represents a 3.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of Arista Networks stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $171.42, for a total value of $2,971,222.86. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $2,224,345.92. This represents a 57.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 2,264,983 shares of company stock valued at $376,175,065. Insiders own 2.70% of the company’s stock.

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.