Inspire Investing LLC Sells 26,166 Shares of Arista Networks, Inc. $ANET

Inspire Investing LLC cut its holdings in Arista Networks, Inc. (NYSE:ANET) by 18.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 118,771 shares of the technology company’s stock after selling 26,166 shares during the quarter. Arista Networks accounts for 1.4% of Inspire Investing LLC’s investment portfolio, making the stock its 7th biggest holding. Inspire Investing LLC’s holdings in Arista Networks were worth $15,563,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC increased its stake in shares of Arista Networks by 321.7% in the 4th quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after acquiring an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at $202,000. Bison Wealth LLC bought a new stake in shares of Arista Networks in the 4th quarter valued at $251,000. Sivia Capital Partners LLC increased its stake in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after acquiring an additional 3,496 shares in the last quarter. Finally, Gamco Investors INC. ET AL increased its stake in shares of Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after acquiring an additional 1,000 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Needham & Company LLC reiterated a “buy” rating and issued a $185.00 price objective on shares of Arista Networks in a research note on Wednesday, May 6th. TD Cowen reiterated a “buy” rating and issued a $200.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Bank of America lifted their price objective on shares of Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Piper Sandler reiterated an “overweight” rating and issued a $181.00 price objective (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $186.47.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista continues to be highlighted as a beneficiary of AI infrastructure spending, with articles pointing to its role in data center networking and cloud connectivity as key growth drivers. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Positive Sentiment: BofA Securities reportedly raised its price target on Arista Networks, which can support investor confidence in the stock’s longer-term outlook. BofA Securities Raises Price Target for Arista Networks (ANET)
• Neutral Sentiment: Arista is drawing heavy investor attention after an 87% one-year gain, with some coverage questioning whether the stock’s rapid run has already priced in much of the optimism. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Neutral Sentiment: Arista was among the most searched stocks on Zacks, reflecting elevated investor interest but not necessarily a fundamental catalyst by itself. Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, a move that can weigh on sentiment even though the sale was relatively small versus his total holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, reinforcing near-term selling pressure and profit-taking after its strong run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

Insider Buying and Selling

In related news, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the completion of the sale, the chief executive officer directly owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. This represents a 7.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 260,000 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $165.57, for a total value of $43,048,200.00. Following the completion of the sale, the insider directly owned 182,543,048 shares of the company’s stock, valued at $30,223,652,457.36. The trade was a 0.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 2,603,747 shares of company stock worth $423,901,619 over the last ninety days. 2.70% of the stock is owned by insiders.

Arista Networks Stock Down 2.1%

Shares of NYSE:ANET opened at $164.51 on Thursday. Arista Networks, Inc. has a twelve month low of $85.58 and a twelve month high of $179.80. The stock’s 50 day moving average is $156.88 and its 200-day moving average is $140.97. The firm has a market capitalization of $207.15 billion, a price-to-earnings ratio of 56.34, a PEG ratio of 2.59 and a beta of 1.61.

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

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.