Liontrust Investment Partners LLP Makes New Investment in Arista Networks, Inc. $ANET

Liontrust Investment Partners LLP bought a new position in shares of Arista Networks, Inc. (NYSE:ANET) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 28,591 shares of the technology company’s stock, valued at approximately $3,510,000.

A number of other large investors have also made changes to their positions in the stock. Sankala Group LLC acquired a new stake in shares of Arista Networks in the fourth quarter valued at approximately $27,000. Prosperity Bancshares Inc acquired a new position in Arista Networks during the fourth quarter worth $28,000. Main Street Group LTD acquired a new position in Arista Networks during the first quarter worth $26,000. Quarry LP purchased a new stake in Arista Networks in the 3rd quarter valued at $33,000. Finally, Ameliora Wealth Management Ltd. purchased a new stake in Arista Networks in the 4th quarter valued at $30,000. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on ANET. Weiss Ratings lowered Arista Networks from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday. KeyCorp reissued an “overweight” rating and issued a $200.00 price objective (up from $178.00) on shares of Arista Networks in a report on Thursday, June 18th. Needham & Company LLC upped their price objective on shares of Arista Networks from $185.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Bank of America raised their price objective on shares of Arista Networks from $185.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, Rosenblatt Securities lifted their target price on shares of Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $189.74.

Arista Networks Trading Up 5.6%

ANET opened at $180.66 on Friday. The stock’s 50-day moving average price is $167.39 and its 200 day moving average price is $150.11. Arista Networks, Inc. has a 12-month low of $114.52 and a 12-month high of $189.82. The firm has a market cap of $227.49 billion, a price-to-earnings ratio of 61.87, a PEG ratio of 2.62 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released 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 company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.Arista Networks’s revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, research analysts forecast that Arista Networks, Inc. will post 3.28 earnings per share for the current year.

Insider Activity

In related news, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $140.08, for a total value of $4,482,560.00. Following the completion of the transaction, the insider owned 12,976 shares in the company, valued at approximately $1,817,678.08. The trade was a 71.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 242,422 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $188.17, for a total transaction of $45,616,547.74. Following the sale, the chief executive officer directly owned 5,171,095 shares in the company, valued at approximately $973,044,946.15. The trade was a 4.48% 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. Over the last quarter, insiders sold 2,300,316 shares of company stock valued at $382,160,575. 2.70% of the stock is currently owned by company insiders.

Trending Headlines about Arista Networks

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

• Positive Sentiment: AI demand and earnings expectations are lifting sentiment. Arista’s large AI-related sales, infrastructure positioning and upcoming earnings report are being cited as key reasons for investor enthusiasm. The company’s long-term share appreciation also reflects sustained institutional interest. Arista Networks’ Huge AI Sales, Upcoming Earnings Lift Shares
• Positive Sentiment: Analysts raised fiscal 2026 EPS estimates. The upward revision provides an additional bullish signal ahead of the company’s results and suggests expectations for continued earnings growth. FY2026 EPS Estimates for Arista Networks Lifted by Analyst
• Positive Sentiment: Arista is viewed as a higher-quality AI infrastructure investment. A comparison with BigBear.ai highlights Arista’s profitability, established networking business and ability to benefit from data-center and AI spending. Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026?
• Positive Sentiment: Fresh AI momentum supports the broader growth narrative. Recent coverage points to continued demand for Arista’s networking products as AI data centers expand, reinforcing the company’s strong revenue and profit outlook. Arista Networks Gains Fresh AI Momentum
• Negative Sentiment: Insider selling remains a short-term concern. A report linked a recent decline of roughly 7% to insider selling, which may pressure sentiment even as the fundamental AI growth story remains intact. Arista Networks Stock Price Down 7% on Insider Selling

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.