Arista Networks, Inc. $ANET Shares Sold by Prudential PLC

Prudential PLC trimmed its position in shares of Arista Networks, Inc. (NYSE:ANET) by 17.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 190,869 shares of the technology company’s stock after selling 40,462 shares during the quarter. Prudential PLC’s holdings in Arista Networks were worth $27,812,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Bare Financial Services Inc increased its stake in 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 boosted its stake in shares of Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after purchasing an additional 72 shares during the period. Knuff & Co LLC acquired a new position in shares of Arista Networks in the third quarter valued at approximately $29,000. Richardson Financial Services Inc. grew its holdings in shares of Arista Networks by 141.3% in the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after purchasing an additional 130 shares in the last quarter. Finally, SJS Investment Consulting Inc. increased its stake in Arista Networks by 979.2% during the 3rd 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 period. 82.47% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on the stock. TD Cowen started coverage on shares of Arista Networks in a research report on Thursday. They issued a “buy” rating and a $170.00 price target for the company. Piper Sandler reaffirmed an “overweight” rating and set a $175.00 price objective (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Rosenblatt Securities lifted their target price on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Barclays reissued an “overweight” rating and set a $184.00 target price (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Eighteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Arista Networks presently has an average rating of “Moderate Buy” and an average price target of $176.47.

Insider Activity at Arista Networks

In related news, insider Kenneth Duda sold 26,000 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $142.35, for a total value of $3,701,100.00. Following the completion of the sale, the insider directly owned 512,400 shares of the company’s stock, valued at $72,940,140. The trade was a 4.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kelly Bodnar Battles sold 422 shares of the company’s stock in a transaction on 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 transaction, the director owned 9,529 shares of the company’s stock, valued at $1,220,283.74. This represents a 4.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 196,237 shares of company stock valued at $25,865,760 over the last quarter. 3.39% of the stock is owned by insiders.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Arista Networks Stock Down 0.3%

Shares of ANET opened at $133.67 on Friday. The company has a market capitalization of $167.96 billion, a price-to-earnings ratio of 48.43, a price-to-earnings-growth ratio of 2.38 and a beta of 1.46. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The stock has a 50 day moving average price of $134.86 and a 200 day moving average price of $137.30.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. During the same quarter last year, the company earned $0.66 earnings per share. The firm’s revenue for the quarter was up 28.9% on a year-over-year basis. On average, equities analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Arista Networks 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.