Arista Networks, Inc. $ANET Shares Sold by Moody Lynn & Lieberson LLC

Moody Lynn & Lieberson LLC reduced its position in shares of Arista Networks, Inc. (NYSE:ANET) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,876 shares of the technology company’s stock after selling 4,350 shares during the period. Moody Lynn & Lieberson LLC’s holdings in Arista Networks were worth $7,846,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC raised its stake in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after buying an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks during the 4th quarter worth about $202,000. Bison Wealth LLC acquired a new position in shares of Arista Networks during the 4th quarter worth about $251,000. Sivia Capital Partners LLC increased its holdings in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after acquiring an additional 3,496 shares during the last quarter. Finally, Smith Moore & CO. purchased a new position in shares of Arista Networks in the 2nd quarter valued at about $339,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Up 5.8%

NYSE:ANET opened at $122.85 on Wednesday. The stock’s 50 day moving average price is $135.12 and its 200 day moving average price is $136.39. The company has a market capitalization of $154.36 billion, a PE ratio of 44.51, a P/E/G ratio of 2.06 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.

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

Insider Activity

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. This trade represents a 71.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60. Following the completion of the transaction, the director owned 12,574 shares in the company, valued at approximately $1,665,300.56. This represents a 12.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,632 shares of company stock valued at $26,936,324 in the last ninety days. 3.54% 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: Truist initiated coverage with a Buy and set a $161 price target (roughly +31% from recent levels), calling out AI networking demand after the recent pullback — a clear analyst catalyst that can spur buying and revisions. Truist Initiates Arista Networks With 35% Upside
• Positive Sentiment: Management raised Arista’s 2026 revenue outlook, saying AI-related sales — especially from its AI Center business — will drive most incremental revenue; that guidance upgrade underpins expectations for continued top-line strength. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Positive Sentiment: Broader AI-infrastructure ecosystem moves (NVIDIA’s NVLink Fusion expansion and ecosystem investments) increase demand for high-performance data-center networking where Arista competes, creating a second-order tailwind for ANET. 5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion
• Neutral Sentiment: Arista’s operating margin has expanded (reported ~48.2%), driven by AI demand and scale — this supports higher profitability but raises the bar for sustaining those margins as volumes and product mix evolve. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
• Neutral Sentiment: Analyst commentary and comparisons (e.g., Ciena vs. Arista) highlight that Arista benefits from AI-driven networking but operates in a different segment than optical/WAN players — useful for portfolio positioning but not an immediate price driver. Ciena vs. Arista: Which Networking Stock Is the Better Buy?
• Negative Sentiment: Key risks: management flagged customer concentration and deferred hardware revenue recognition as items that can make results lumpy; hyperscaler spending shifts or contract timing could reverse momentum and increase volatility. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Negative Sentiment: Stock recently pulled back (several recent sessions showed declines), reflecting short-term profit-taking and sensitivity to macro/AI cycle news; that volatility can amplify both upside and downside in the near term. Arista Networks (ANET) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Analyst Ratings Changes

ANET has been the subject of several recent analyst reports. Rosenblatt Securities boosted their target price on Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Morgan Stanley reiterated an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research note on Friday, February 13th. UBS Group set a $200.00 price objective on shares of Arista Networks in a report on Tuesday, February 24th. The Goldman Sachs Group restated a “buy” rating and set a $188.00 price objective (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, Barclays restated an “overweight” rating and issued a $184.00 target price (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $175.61.

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.