Arista Networks, Inc. $ANET Shares Newly Purchased by Carroll Advisory Group LLC

Carroll Advisory Group LLC acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 4,014 shares of the technology company’s stock, valued at approximately $817,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ANET. Cura Wealth Advisors LLC lifted its stake in Arista Networks by 3.1% in the 2nd quarter. Cura Wealth Advisors LLC now owns 1,748 shares of the technology company’s stock valued at $297,000 after acquiring an additional 52 shares in the last quarter. Affinity Capital Advisors LLC grew its stake in shares of Arista Networks by 1.4% during the 3rd quarter. Affinity Capital Advisors LLC now owns 3,770 shares of the technology company’s stock worth $817,000 after acquiring an additional 53 shares in the last quarter. Madison Wealth Partners Inc grew its stake in shares of Arista Networks by 2.8% during the 2nd quarter. Madison Wealth Partners Inc now owns 2,179 shares of the technology company’s stock worth $370,000 after acquiring an additional 60 shares in the last quarter. Intrua Financial LLC grew its stake in shares of Arista Networks by 2.7% during the 1st quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock worth $283,000 after acquiring an additional 61 shares in the last quarter. Finally, Shepherd Financial Partners LLC raised its holdings in shares of Arista Networks by 1.2% in the second quarter. Shepherd Financial Partners LLC now owns 5,403 shares of the technology company’s stock valued at $918,000 after purchasing an additional 66 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Trading Down 4.7%

NYSE ANET opened at $176.84 on Friday. Arista Networks, Inc. has a 12 month low of $114.52 and a 12 month high of $217.41. The stock has a 50 day moving average of $198.46 and a 200-day moving average of $174.34. The company has a market cap of $223.03 billion, a PE ratio of 55.78, a PEG ratio of 2.16 and a beta of 1.60.

Arista Networks (NYSE:ANET) last issued its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The business had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The firm’s revenue for the quarter was up 37.7% on a year-over-year basis. During the same period in the previous 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, sell-side analysts predict that Arista Networks, Inc. will post 3.79 EPS for the current fiscal year.

More Arista Networks News

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

• Positive Sentiment: BNP Paribas Exane upgraded Arista Networks to “strong buy,” providing a favorable analyst signal for the stock. Ticker Report article
• Positive Sentiment: A hammer chart pattern suggests ANET may have found technical support after its recent pullback. The article also cites broad upward revisions to Wall Street earnings estimates, which could support a near-term rebound. Zacks bottom-fisher article
• Positive Sentiment: Arista remains exposed to the expanding AI-infrastructure market. Comparisons with Akamai focus on Arista’s stronger growth prospects and profitability, factors that could help justify a premium valuation if AI-related demand remains strong. AKAM versus ANET article
• Neutral Sentiment: After roughly a sevenfold five-year rally, investors are reassessing whether Arista’s cash generation can support its current valuation. The debate reflects elevated expectations rather than a reported deterioration in operations. Yahoo Finance valuation article
• Negative Sentiment: Reports that Arista shares fell following insider selling are weighing on sentiment, as investors may interpret sales as a cautionary signal even though insider transactions do not necessarily indicate weaker fundamentals. American Banking News insider-selling article

Insider Transactions at Arista Networks

In other news, Director Mark B. Templeton sold 5,000 shares of Arista Networks stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $204.37, for a total transaction of $1,021,850.00. Following the completion of the transaction, the director directly owned 48,410 shares in the company, valued at approximately $9,893,551.70. The trade was a 9.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Breithaupt sold 1,224 shares of Arista Networks stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $215.00, for a total value of $263,160.00. Following the transaction, the chief financial officer owned 68,697 shares of the company’s stock, valued at $14,769,855. This represents a 1.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 3,627,449 shares of company stock valued at $740,784,723. Company insiders own 2.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on ANET shares. Rosenblatt Securities lifted their price objective on shares of Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 15th. Bank of America reiterated a “buy” rating and issued a $240.00 price target (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Finally, Truist Financial lifted their price target on shares of Arista Networks from $175.00 to $234.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $235.45.

Arista Networks Company Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.