Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 971 Shares

Arista Networks, Inc. (NYSE:ANET) Director Yvonne Wassenaar sold 971 shares of the stock in a transaction dated 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 directly owned 9,784 shares in the company, valued at approximately $1,378,859.12. The trade was a 9.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Yvonne Wassenaar also recently made the following trade(s):

• On Wednesday, April 15th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The stock was sold at an average price of $153.07, for a total transaction of $213,532.65.
• On Monday, March 16th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The stock was sold at an average price of $134.34, for a total transaction of $187,404.30.
• On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60.

Arista Networks Stock Up 3.6%

Shares of ANET stock traded up $5.33 during trading on Friday, hitting $153.92. The company had a trading volume of 10,553,902 shares, compared to its average volume of 8,797,414. The stock’s 50-day moving average is $145.04 and its two-hundred day moving average is $137.07. The stock has a market capitalization of $193.82 billion, a price-to-earnings ratio of 52.71, a price-to-earnings-growth ratio of 2.16 and a beta of 1.67. Arista Networks, Inc. has a 52 week low of $83.86 and a 52 week high of $179.80.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share 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 analysts’ expectations of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. Arista Networks’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, research analysts predict that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Knuff & Co LLC bought a new position in Arista Networks during the third quarter valued at approximately $29,000. Board of the Pension Protection Fund bought a new position in Arista Networks during the fourth quarter valued at approximately $26,000. Sankala Group LLC bought a new position in Arista Networks during the fourth quarter valued at approximately $27,000. Prosperity Bancshares Inc bought a new position in Arista Networks during the fourth quarter valued at approximately $28,000. Finally, Main Street Group LTD bought a new position in Arista Networks during the first quarter valued at approximately $26,000. 82.47% of the stock is currently owned by institutional investors.

Arista Networks News Summary

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on ANET. UBS Group restated a “buy” rating and issued a $187.00 price objective (up from $177.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Evercore restated an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a research report on Friday, February 13th. KeyCorp restated an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 14th. Finally, Raymond James Financial upgraded shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective on the stock in a research report on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Arista Networks currently has an average rating of “Buy” and a consensus price target of $181.84.

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.