16,325 Shares in Arista Networks, Inc. $ANET Acquired by Geneva Partners LLC

Geneva Partners LLC purchased a new position in Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 16,325 shares of the technology company’s stock, valued at approximately $2,379,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Bare Financial Services Inc raised its position in shares of Arista Networks by 2,118.2% during the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after purchasing an additional 233 shares during the period. AdvisorNet Financial Inc increased its stake in Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares in the last quarter. Richardson Financial Services Inc. raised its holdings in Arista Networks by 141.3% during the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after buying an additional 130 shares during the last quarter. SJS Investment Consulting Inc. raised its holdings in Arista Networks by 979.2% during the third quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock worth $38,000 after buying an additional 235 shares during the last quarter. Finally, Guerra Advisors Inc bought a new position in shares of Arista Networks in the third quarter valued at $41,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Up 2.4%

Shares of NYSE ANET opened at $133.32 on Monday. The company has a market capitalization of $167.52 billion, a PE ratio of 48.30, a PEG ratio of 2.37 and a beta of 1.42. The stock’s 50 day moving average price is $134.35 and its 200-day moving average price is $137.33. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The business had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.38 billion. During the same period last year, the company posted $0.66 earnings per share. Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. As a group, research analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on ANET shares. Rosenblatt Securities boosted their target price on shares of Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. Barclays reissued an “overweight” rating and set a $184.00 price objective (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Piper Sandler restated an “overweight” rating and issued a $175.00 target price (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. Needham & Company LLC lifted their target price on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Seventeen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $176.88.

Key Arista Networks News

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

• Positive Sentiment: Wall Street remains broadly bullish as Arista has meaningfully outperformed the S&P 500 over the past year, supporting buy-side conviction in its multi‑year growth runway. Is Arista Networks’ Stock Outperforming the S&P 500?
• Positive Sentiment: One analyst sees >50% upside as accelerating AI data‑center demand and Arista’s execution (switching, Ethernet for AI fabrics) could drive another leg of growth. This bullish note can attract momentum buyers. Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year
• Positive Sentiment: Arista 2.0 strategy (AI focus, SaaS offers and a 150M port deployment milestone) is gaining traction — supports upside potential from higher‑margin software and recurring‑revenue mix improvements. Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
• Positive Sentiment: Recent quarterly results beat expectations and management raised AI revenue guidance for FY‑2026, reinforcing Arista’s role in next‑gen cloud and AI infrastructure — a core fundamental support for the rally. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Neutral Sentiment: Company presentation at Bernstein Insights provides incremental color on strategy and roadmap (helpful for investors, but not an immediate catalyst). Arista Networks, Inc. (ANET) Presents at Bernstein Insights
• Negative Sentiment: Despite the beat and guidance lift, the stock previously pulled back (~5%) as some investors rotated out on valuation concerns and to lock gains — this dynamic can cause volatility even with positive fundamentals. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Negative Sentiment: Insider selling: a director sold 422 shares (~$54k) last week — a small position change but sometimes cited by traders as a near‑term weak signal. Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles Sells 422 Shares

Insiders Place Their Bets

In related news, Director Kelly Bodnar Battles sold 422 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $128.06, for a total transaction of $54,041.32. Following the completion of the sale, the director owned 9,529 shares in the company, valued at approximately $1,220,283.74. This trade represents a 4.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60. Following the completion of the sale, the director directly owned 12,574 shares in the company, valued at approximately $1,665,300.56. This represents a 12.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 188,237 shares of company stock valued at $24,836,400. 3.39% of the stock is currently owned by company insiders.

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.