Greenland Capital Management LP Purchases Shares of 4,085 Arista Networks, Inc. $ANET

Greenland Capital Management LP acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,085 shares of the technology company’s stock, valued at approximately $694,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lighthouse Financial Services Inc. ADV bought a new position in Arista Networks during the 4th quarter valued at $1,549,000. Bensler LLC bought a new stake in shares of Arista Networks in the 4th quarter worth $6,350,000. QRG Capital Management Inc. grew 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. Jefferies Financial Group Inc. raised its holdings in shares of Arista Networks by 59.8% in the fourth quarter. Jefferies Financial Group Inc. now owns 17,621 shares of the technology company’s stock valued at $2,309,000 after purchasing an additional 6,591 shares during the last quarter. Finally, Reaves W H & Co. Inc. purchased a new stake in shares of Arista Networks in the fourth quarter valued at about $3,058,000. 82.47% of the stock is owned by hedge funds and other institutional investors.

Key Arista Networks News

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

• Positive Sentiment: Arista’s leadership in high-speed networking for cloud and AI infrastructure is highlighted as a key advantage over Salesforce, reinforcing the company’s long-term growth profile. Arista Networks vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: ANET was included among high-return-on-equity, cash-rich stocks that may appeal to investors seeking quality during volatile markets. Arista’s reported return on equity was approximately 31%. 5 High ROE Stocks to Buy as Markets Sway on Intense Volatility
• Positive Sentiment: Arista has nearly tripled multiyear purchase commitments to roughly $9.7 billion, suggesting management is securing components in anticipation of sustained AI and cloud demand. The spending also signals confidence in a sizable future order pipeline, though it raises execution and inventory risks. Can ANET Stock Compound Its Way Higher?
• Positive Sentiment: Arista’s second-quarter performance was presented as strong enough to support a higher price target. The company recently beat consensus earnings and revenue estimates and issued third-quarter EPS guidance of $1.06 to $1.08. Arista Networks: Q2 2026 Justifies A Higher Price Target
• Neutral Sentiment: Compared with CoreWeave, Arista generates substantially more revenue and has delivered steadier quarter-over-quarter growth, while CoreWeave is expanding faster. The comparison supports Arista’s scale but highlights increasing competition in AI infrastructure. Arista Networks vs. CoreWeave: What Revenue Trends Tell Investors About These Artificial Intelligence Companies
• Negative Sentiment: At an elevated valuation, investors are paying for continued rapid growth. Arista’s future margins could depend heavily on the mix and profitability of customers behind its large capacity commitments. What You Are Really Paying For In Arista Networks Stock

Insider Buying and Selling at Arista Networks

In related news, major shareholder Andreas Bechtolsheim sold 300,000 shares of Arista Networks stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total value of $60,990,000.00. Following the completion of the sale, the insider owned 181,143,048 shares of the company’s stock, valued at approximately $36,826,381,658.40. This trade represents a 0.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of Arista Networks stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total value of $154,341,575.38. Following the completion of the sale, the chief executive officer directly owned 16,387,981 shares of the company’s stock, valued at approximately $3,297,589,536.82. This trade represents a 4.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,128,775 shares of company stock valued at $767,332,289 in the last quarter. 2.70% of the stock is owned by corporate insiders.

Arista Networks Trading Up 2.9%

Arista Networks stock opened at $189.15 on Friday. The business’s 50 day simple moving average is $177.57 and its 200 day simple moving average is $156.28. Arista Networks, Inc. has a 12 month low of $114.52 and a 12 month high of $214.89. The company has a market cap of $238.56 billion, a price-to-earnings ratio of 59.67, a PEG ratio of 1.95 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The business had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The business’s revenue for the quarter was up 37.7% on a year-over-year basis. During the same period last year, the business posted $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 forecast that Arista Networks, Inc. will post 3.7 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ANET. Wells Fargo & Company reissued an “overweight” rating and set a $255.00 price target (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $260.00 price objective (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. UBS Group reiterated a “buy” rating and issued a $259.00 price objective (up from $187.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Truist Financial lifted their target price 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. Finally, Citigroup restated a “buy” rating on shares of Arista Networks in a research note on Thursday, August 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $226.05.

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.