Capitolis Liquid Global Markets LLC Buys 43,954 Shares of Arista Networks, Inc. $ANET

Capitolis Liquid Global Markets LLC lifted its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 10.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 451,954 shares of the technology company’s stock after purchasing an additional 43,954 shares during the quarter. Capitolis Liquid Global Markets LLC’s holdings in Arista Networks were worth $59,220,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ANET. Norges Bank bought a new stake in shares of Arista Networks during the 4th quarter valued at $1,558,563,000. Arrowstreet Capital Limited Partnership increased its stake in 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 worth $1,396,939,000 after acquiring an additional 4,332,659 shares during the last quarter. M&T Bank Corp increased its stake in 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 worth $525,741,000 after acquiring an additional 3,890,146 shares during the last quarter. Franklin Resources Inc. increased its stake in Arista Networks by 59.3% in the 4th quarter. Franklin Resources Inc. now owns 7,878,360 shares of the technology company’s stock worth $1,032,302,000 after acquiring an additional 2,934,098 shares during the last quarter. Finally, Pictet Asset Management Holding SA increased its stake in 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 worth $298,868,000 after acquiring an additional 1,724,758 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Key Arista Networks News

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 Transactions at Arista Networks

In other news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $165.57, for a total value of $43,048,200.00. Following the completion of the transaction, the insider directly owned 182,543,048 shares in the company, valued at approximately $30,223,652,457.36. This represents a 0.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,603,747 shares of company stock valued at $423,901,619 over the last quarter. Company insiders own 2.70% of the company’s stock.

Arista Networks Trading Down 2.1%

ANET opened at $164.51 on Thursday. The stock has a 50-day moving average price of $156.88 and a 200-day moving average price of $140.97. Arista Networks, Inc. has a 12-month low of $85.58 and a 12-month high of $179.80. The stock has a market capitalization of $207.15 billion, a P/E ratio of 56.34, a PEG ratio of 2.59 and a beta of 1.61.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) 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 firm had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. During the same period in the prior year, the business earned $0.65 EPS. The company’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities research analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on ANET. Citigroup decreased their target price on Arista Networks from $176.00 to $173.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Bank of America upped their target price on Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Morgan Stanley restated an “overweight” rating and issued a $190.00 target price (up from $180.00) on shares of Arista Networks in a research note on Friday, June 12th. Zacks Research lowered Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Finally, Barclays restated an “overweight” rating and issued a $195.00 target price (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Two equities research 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 data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $186.47.

About Arista Networks

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.