Jupiter Asset Management Ltd. Takes Position in Arista Networks, Inc. $ANET

Jupiter Asset Management Ltd. acquired a new stake in Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, HoldingsChannel reports. The fund acquired 25,271 shares of the technology company’s stock, valued at approximately $3,311,000.

Several other large investors also recently made changes to their positions in ANET. Arrowstreet Capital Limited Partnership boosted its holdings 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 buying an additional 4,332,659 shares during the last quarter. M&T Bank Corp boosted its holdings in shares of Arista Networks by 3,182.7% in the 4th quarter. M&T Bank Corp now owns 4,012,373 shares of the technology company’s stock valued at $525,741,000 after buying an additional 3,890,146 shares during the last quarter. Pictet Asset Management Holding SA boosted its holdings in shares of Arista Networks by 310.6% in the 4th quarter. Pictet Asset Management Holding SA now owns 2,280,122 shares of the technology company’s stock valued at $298,868,000 after buying an additional 1,724,758 shares during the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Arista Networks in the 4th quarter valued at approximately $164,907,000. Finally, Vanguard Group Inc. boosted its holdings 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 buying an additional 1,188,799 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Price Performance

Shares of Arista Networks stock opened at $159.09 on Friday. The business has a fifty day simple moving average of $147.52 and a two-hundred day simple moving average of $137.61. Arista Networks, Inc. has a 1 year low of $83.86 and a 1 year high of $179.80. The company has a market capitalization of $200.33 billion, a price-to-earnings ratio of 54.48, a P/E/G ratio of 2.46 and a beta of 1.67.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter last year, the firm posted $0.65 EPS. The company’s quarterly revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities analysts anticipate that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Yvonne Wassenaar sold 971 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $140.93, for a total transaction of $136,843.03. Following the completion of the sale, the director owned 9,784 shares of the company’s stock, valued at $1,378,859.12. This trade represents a 9.03% decrease in their position. The sale 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, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $146.44, for a total value of $61,797.68. Following the transaction, the director owned 10,078 shares in the company, valued at $1,475,822.32. The trade was a 4.02% decrease in their position. 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 ninety days, insiders have sold 1,943,142 shares of company stock worth $314,618,583. 2.70% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently commented on ANET. Zacks Research downgraded Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Wells Fargo & Company increased their price objective on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective for the company in a report on Friday, May 15th. Truist Financial set a $175.00 price objective on Arista Networks in a report on Wednesday, May 6th. Finally, Barclays reissued an “overweight” rating and issued a $195.00 price objective (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $185.72.

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.