International Assets Investment Management LLC Acquires 80,953 Shares of Arista Networks, Inc. $ANET

International Assets Investment Management LLC boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 425.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,000 shares of the technology company’s stock after acquiring an additional 80,953 shares during the period. International Assets Investment Management LLC’s holdings in Arista Networks were worth $20,359,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the business. Main Street Group LTD bought a new position in shares of Arista Networks during the first quarter valued at approximately $26,000. William Mack & Associates Inc. purchased a new position in shares of Arista Networks during the third quarter valued at approximately $27,000. ABS Investment Management LLC bought a new stake in shares of Arista Networks in the 2nd quarter worth approximately $29,000. ABS Direct Equity Fund LLC bought a new stake in shares of Arista Networks in the 2nd quarter worth approximately $29,000. Finally, NBT Bank N A NY boosted its position in shares of Arista Networks by 37.2% in the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock worth $30,000 after purchasing an additional 67 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

Insider Activity

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the completion of the sale, the insider directly owned 181,143,048 shares in the company, valued at $36,826,381,658.40. The trade was a 0.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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 the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38. Following the sale, the chief executive officer owned 16,387,981 shares of the company’s stock, valued at approximately $3,297,589,536.82. This represents a 4.47% 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. Insiders sold 3,627,449 shares of company stock worth $741,235,386 over the last three months. Insiders own 2.70% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating and set a $220.00 price objective (up from $190.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Piper Sandler reissued an “overweight” rating and issued a $240.00 target price (up from $181.00) on shares of Arista Networks in a report on Wednesday, August 5th. BNP Paribas Exane raised Arista Networks to a “strong-buy” rating in a report on Wednesday, October 14th. Deutsche Bank Aktiengesellschaft assumed coverage on Arista Networks in a research note on Monday, August 31st. They issued a “buy” rating and a $220.00 target price on the stock. Finally, Evercore restated an “outperform” rating on shares of Arista Networks in a report on Wednesday, October 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $233.20.

Arista Networks Price Performance

ANET stock opened at $168.63 on Friday. The company has a market cap of $212.68 billion, a P/E ratio of 53.20, a price-to-earnings-growth ratio of 2.14 and a beta of 1.60. Arista Networks, Inc. has a 1 year low of $114.52 and a 1 year high of $217.41. The stock’s fifty day moving average price is $195.18 and its 200-day moving average price is $164.70.

Arista Networks (NYSE:ANET) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping the consensus estimate of $0.89 by $0.13. The company had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. Arista Networks’s revenue was up 37.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 earnings per share. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, analysts expect that Arista Networks, Inc. will post 3.79 earnings per share for the current year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Arista’s leadership in high-speed networking for hyperscale cloud and artificial-intelligence data centers remains a key investment argument. A comparison with Figma highlights Arista’s established infrastructure position, while Figma is still expanding its collaborative design platform and generative-AI tools. Arista Networks vs. Figma: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market commentary continue to point to accelerating AI infrastructure investment as a long-term growth driver. One valuation analysis suggests ANET could be roughly 23% undervalued if its AI-related outlook and product expansion are realized. Arista Networks Could Be 23% Undervalued Following Its AI Infrastructure Outlook
• Positive Sentiment: Arista was included among high-return-on-equity stocks positioned to benefit from the AI-driven market rally, reinforcing its reputation for strong profitability and capital efficiency. 5 Stocks With High ROE to Bet on as AI-Infused Rally Spurs Markets
• Neutral Sentiment: The global AI data-center market is forecast to expand substantially through 2036, offering a favorable industry backdrop for Arista, although the report covers many competing equipment and infrastructure suppliers. Global AI Data Center Market Size, Share, Trends, and Forecast
• Negative Sentiment: Investors appear cautious ahead of earnings: shares have pulled back nearly 10% over the past month and roughly 20% from their high as profit-taking and valuation concerns increase the risk of disappointment. Arista trades at a premium multiple, leaving limited room for weaker guidance or supply-chain issues. Down 20% From Highs, Is Arista Networks a Genius Buy or a Trap Before Earnings?
• Negative Sentiment: Recent trading coverage noted ANET underperformed the broader market, while attention on a Prometheus networking deployment adds another near-term execution and product-adoption uncertainty. Arista Networks Stocks Move Lower With Prometheus Networking Deployment in Focus

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.

Arista’s portfolio includes data center and campus switches, routing platforms, wireless networking products, network operating software and network management tools.