Arista Networks, Inc. $ANET Shares Acquired by Union Square Park Capital Management LLC

Union Square Park Capital Management LLC boosted its position in Arista Networks, Inc. (NYSE:ANET) by 50.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,000 shares of the technology company’s stock after purchasing an additional 5,000 shares during the period. Arista Networks comprises 1.0% of Union Square Park Capital Management LLC’s investment portfolio, making the stock its 21st biggest position. Union Square Park Capital Management LLC’s holdings in Arista Networks were worth $1,842,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Main Street Group LTD acquired a new stake in Arista Networks in the first quarter valued at $26,000. Sankala Group LLC purchased a new position in shares of Arista Networks in the fourth quarter valued at $27,000. Prosperity Bancshares Inc acquired a new position in shares of Arista Networks during the 4th quarter worth $28,000. Ameliora Wealth Management Ltd. acquired a new position in shares of Arista Networks during the 4th quarter worth $30,000. Finally, Hilton Head Capital Partners LLC boosted its position in shares of Arista Networks by 184.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company’s stock worth $30,000 after buying an additional 159 shares in the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Kenneth Duda sold 17,333 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $171.42, for a total value of $2,971,222.86. Following the completion of the transaction, the insider owned 12,976 shares of the company’s stock, valued at $2,224,345.92. The trade was a 57.19% decrease in their ownership of the stock. The transaction 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. Also, CEO Jayshree Ullal sold 234,578 shares of the business’s stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $187.18, for a total transaction of $43,908,310.04. Following the completion of the transaction, the chief executive officer directly owned 5,134,207 shares of the company’s stock, valued at approximately $961,020,866.26. This represents a 4.37% 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. In the last ninety days, insiders have sold 2,264,983 shares of company stock valued at $376,175,065. 2.70% of the stock is owned by corporate insiders.

Arista Networks News Summary

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

• Positive Sentiment: BofA and Needham commentary was broadly bullish ahead of Arista’s upcoming Q2 results, with analysts expecting the stock to keep rising on continued AI and data-center demand. Arista Networks sees largely bullish views at BofA ahead of Q2 results
• Positive Sentiment: Arista was highlighted as a beneficiary of expanding AI adoption, reinforcing the investment case that demand for networking gear tied to AI buildouts could support future growth. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Arista was also featured among high-ROE stocks that may appeal to investors seeking quality names during market volatility, underscoring its strong profitability profile. 5 High ROE Stocks to Buy as Surging Oil Prices Rattle Investors
• Neutral Sentiment: Recent coverage debated whether ANET is fairly valued for AI growth or still trading at a premium, suggesting investors are weighing strong fundamentals against a rich valuation. Is Arista Networks (ANET) Priced For AI Growth Or Too Expensive?
• Neutral Sentiment: Arista’s strong first-half performance and long-term stock gains continue to support a positive narrative, but this is more of a reminder of past strength than a direct near-term catalyst. Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There’s Likely More to Come
• Negative Sentiment: The stock also slipped in the latest trading session, reflecting some profit-taking and softer short-term momentum despite the upbeat analyst backdrop. Arista Networks (ANET) Stock Falls Amid Market Uptick: What Investors Need to Know

Arista Networks Stock Down 1.6%

ANET opened at $173.79 on Friday. The firm has a market cap of $218.83 billion, a P/E ratio of 59.52, a PEG ratio of 2.67 and a beta of 1.60. The business’s fifty day simple moving average is $164.95 and its 200 day simple moving average is $148.70. Arista Networks, Inc. has a 52 week low of $113.55 and a 52 week high of $189.82.

Arista Networks (NYSE:ANET) last announced its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.81 by $0.06. The firm 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 firm’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities analysts expect that Arista Networks, Inc. will post 3.28 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts recently commented on ANET shares. Wolfe Research reissued an “outperform” rating and issued a $175.00 price objective on shares of Arista Networks in a research note on Wednesday, June 10th. Wells Fargo & Company restated an “overweight” rating and set a $200.00 target price (up from $185.00) on shares of Arista Networks in a research report on Thursday, July 16th. Susquehanna raised shares of Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Weiss Ratings upgraded shares of Arista Networks from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, July 13th. Finally, UBS Group reissued a “buy” rating and set a $187.00 price objective (up from $177.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Arista Networks presently has an average rating of “Buy” and an average price target of $189.74.

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.