Global Retirement Partners LLC Buys 5,441 Shares of Arista Networks, Inc. $ANET

Global Retirement Partners LLC lifted its stake in Arista Networks, Inc. (NYSE:ANET) by 29.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 24,021 shares of the technology company’s stock after acquiring an additional 5,441 shares during the period. Global Retirement Partners LLC’s holdings in Arista Networks were worth $3,147,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. raised its stake in shares of Arista Networks by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock valued at $13,258,877,000 after acquiring an additional 1,188,799 shares in the last quarter. State Street Corp raised its stake in shares of Arista Networks by 0.5% in the 3rd quarter. State Street Corp now owns 46,342,551 shares of the technology company’s stock valued at $6,752,573,000 after acquiring an additional 245,976 shares in the last quarter. Invesco Ltd. raised its stake in shares of Arista Networks by 1.8% in the 3rd quarter. Invesco Ltd. now owns 10,094,255 shares of the technology company’s stock valued at $1,470,834,000 after acquiring an additional 181,813 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Arista Networks by 82.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after acquiring an additional 4,332,659 shares in the last quarter. Finally, Swedbank AB raised its stake in shares of Arista Networks by 3.6% in the 4th quarter. Swedbank AB now owns 7,364,990 shares of the technology company’s stock valued at $965,035,000 after acquiring an additional 258,567 shares in the last quarter. 82.47% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently weighed in on ANET shares. Morgan Stanley reissued an “overweight” rating and issued a $180.00 price objective on shares of Arista Networks in a research note on Friday, May 1st. UBS Group reissued 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. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target on the stock in a research report on Friday, May 15th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $181.84.

Arista Networks Stock Up 3.6%

Shares of NYSE ANET opened at $153.92 on Friday. The business’s 50 day moving average is $145.35 and its two-hundred day moving average is $137.18. The company has a market cap of $193.82 billion, a P/E ratio of 52.71, a P/E/G ratio of 2.28 and a beta of 1.67. Arista Networks, Inc. has a 12 month low of $83.86 and a 12 month high of $179.80.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.81 by $0.06. The company had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Sell-side analysts expect that Arista Networks, Inc. will post 3.28 earnings per share for the current fiscal year.

Insider Transactions at Arista Networks

In other news, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $140.08, for a total transaction of $4,482,560.00. Following the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,817,678.08. The trade was a 71.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Yvonne Wassenaar sold 971 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $140.93, for a total value of $136,843.03. Following the sale, the director owned 9,784 shares in the company, valued at approximately $1,378,859.12. This represents a 9.03% 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. In the last ninety days, insiders have sold 1,503,700 shares of company stock valued at $246,710,022. Company insiders own 2.70% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
• Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
• Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
• Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
• Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title

Arista Networks Company 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.