Arista Networks, Inc. $ANET Position Increased by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP raised its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 2,627.8% in the 4th quarter, Holdings Channel reports. The firm owned 31,806 shares of the technology company’s stock after purchasing an additional 30,640 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Arista Networks were worth $4,168,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Knuff & Co LLC bought a new position in shares of Arista Networks during the third quarter worth about $29,000. Board of the Pension Protection Fund bought a new position in shares of Arista Networks during the fourth quarter worth about $26,000. Quarry LP bought a new position in shares of Arista Networks during the third quarter worth about $33,000. Ameliora Wealth Management Ltd. bought a new position in shares of Arista Networks during the fourth quarter worth about $30,000. Finally, Ares Financial Consulting LLC bought a new position in shares of Arista Networks during the fourth quarter worth about $34,000. Institutional investors own 82.47% of the company’s stock.

Insider Activity at Arista Networks

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $175.40, for a total value of $1,403,200.00. Following the completion of the sale, the director directly owned 208,333 shares of the company’s stock, valued at approximately $36,541,608.20. This represents a 3.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Yvonne Wassenaar sold 971 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were 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 of the company’s stock, valued at $1,378,859.12. The trade was a 9.03% 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. Over the last three months, insiders sold 1,503,700 shares of company stock worth $246,710,022. 2.70% of the stock is owned by company insiders.

Arista Networks Stock Up 3.6%

ANET stock opened at $153.92 on Friday. The company has a market capitalization of $193.82 billion, a P/E ratio of 52.71, a PEG ratio of 2.28 and a beta of 1.67. The company has a 50-day simple moving average of $145.35 and a 200 day simple moving average of $137.18. Arista Networks, Inc. has a fifty-two week low of $83.86 and a fifty-two 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 business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.28 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently commented on ANET shares. Citigroup lowered their price target on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. The Goldman Sachs Group restated a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Evercore restated an “outperform” rating and set a $200.00 price target on shares of Arista Networks in a research report on Friday, February 13th. KeyCorp restated an “overweight” rating and set a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, TD Cowen restated a “buy” rating and set a $200.00 price target (up from $170.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $181.84.

Key Arista Networks News

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.