Sapient Capital LLC Sells 5,486 Shares of Arista Networks, Inc. $ANET

Sapient Capital LLC lowered its position in shares of Arista Networks, Inc. (NYSE:ANET) by 54.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 4,498 shares of the technology company’s stock after selling 5,486 shares during the quarter. Sapient Capital LLC’s holdings in Arista Networks were worth $552,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of ANET. Brighton Jones LLC boosted its holdings in shares of 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 buying an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks during the fourth quarter worth about $202,000. Bison Wealth LLC bought a new stake in Arista Networks in the fourth quarter worth about $251,000. Sivia Capital Partners LLC raised its position in Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL boosted its stake in 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 valued at $429,000 after acquiring an additional 1,000 shares during the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Arista Networks

In related news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $167.06, for a total value of $1,336,480.00. Following the completion of the transaction, the director directly owned 192,333 shares of the company’s stock, valued at approximately $32,131,150.98. This trade represents a 3.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 234,578 shares of Arista Networks stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the completion of the transaction, the chief executive officer owned 5,134,207 shares of the company’s stock, valued at $961,020,866.26. This represents a 4.37% 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. Over the last 90 days, insiders have sold 2,300,316 shares of company stock valued at $382,160,575. 2.70% of the stock is owned by corporate insiders.

Arista Networks News Summary

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%

NYSE 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 52 week low of $114.52 and a 52 week high of $194.35. The firm’s 50-day simple moving average is $168.68 and its two-hundred day simple moving average is $151.16.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.13. The firm had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s revenue was up 37.7% on a year-over-year basis. During the same quarter last year, the company earned $0.73 earnings per share. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, equities research analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on ANET shares. Piper Sandler reissued an “overweight” rating and set a $181.00 target price (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Morgan Stanley reaffirmed an “overweight” rating and issued a $190.00 price target (up from $180.00) on shares of Arista Networks in a report on Friday, June 12th. Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday, July 15th. UBS Group reiterated a “buy” rating and issued a $187.00 price objective (up from $177.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Finally, TD Cowen reissued a “buy” rating and set a $210.00 price objective (up from $200.00) on shares of Arista Networks in a report on Monday, July 13th. Two investment 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $189.74.

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.