Arista Networks, Inc. $ANET Shares Acquired by OFI Invest Asset Management

OFI Invest Asset Management boosted its position in Arista Networks, Inc. (NYSE:ANET) by 23.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 277,022 shares of the technology company’s stock after purchasing an additional 51,896 shares during the quarter. OFI Invest Asset Management’s holdings in Arista Networks were worth $36,298,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. AdvisorNet Financial Inc raised its stake in Arista Networks by 56.7% in 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 during the last quarter. Knuff & Co LLC acquired a new position in Arista Networks in the 3rd quarter valued at about $29,000. Board of the Pension Protection Fund purchased a new stake in Arista Networks in the 4th quarter valued at about $26,000. Richardson Financial Services Inc. grew its holdings in Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after buying an additional 130 shares during the period. Finally, Quarry LP purchased a new stake in Arista Networks in the 3rd quarter valued at about $33,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Wall Street Analyst Weigh In

ANET has been the subject of several recent analyst reports. KeyCorp restated an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Wells Fargo & Company boosted their target price on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. UBS Group set a $200.00 target price on Arista Networks in a report on Tuesday, February 24th. Rosenblatt Securities upgraded Arista Networks from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $165.00 to $180.00 in a report on Tuesday. Finally, Piper Sandler reiterated an “overweight” rating and set a $175.00 target price (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Arista Networks has a consensus rating of “Moderate Buy” and a consensus price target of $176.44.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Rosenblatt upgraded ANET from Neutral to Buy and raised its price target to $180, citing Arista’s leadership in AI/data-center networking as the reason for sizable upside potential. Rosenblatt upgrades Arista Networks (ANET)
• Positive Sentiment: Multiple brokerages are bullish: Susquehanna initiated coverage with a Buy/$160 PT and consensus broker ratings trend to “Moderate Buy,” driven by large hyperscaler orders (Google, Anthropic). Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Analyst estimate revisions are trending higher: Erste upped its FY2027 EPS view slightly and Zacks highlights a jump in 2026–27 EPS estimates as Arista 2.0 products and cloud demand gain traction. That supports upside to near-term consensus. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Positive Sentiment: Coverage and trade narratives emphasize Arista’s strengthening data‑center positioning and role in AI infrastructure, a tailwind if hyperscaler spending remains strong. Arista Networks (NYSE:ANET) Strengthens Data Center Position In NYSE Composite
• Neutral Sentiment: Upcoming catalyst: Arista will report Q1 2026 results after the close on May 5 — a potential volatility event that could confirm or reverse the recent analyst optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Negative Sentiment: Zacks and other commentary flag risks: rising costs and depleting margins could pressure profitability even as revenue accelerates from AI/cloud customers — so upside hinges on margin recovery or scalable product mix improvements. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Negative Sentiment: Valuation is rich (trailing PE >50) and expectations are elevated; a miss in May results or weaker guidance could trigger significant downside given current sentiment.

Arista Networks Stock Performance

Arista Networks stock opened at $145.13 on Thursday. The stock’s 50 day moving average price is $133.91 and its 200 day moving average price is $135.83. The firm has a market capitalization of $182.36 billion, a PE ratio of 52.58, a price-to-earnings-growth ratio of 2.24 and a beta of 1.48. Arista Networks, Inc. has a one year low of $66.59 and a one year high of $164.94.

Arista Networks (NYSE:ANET) last announced its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating 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 company had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.38 billion. During the same period in the prior year, the company posted $0.66 EPS. Arista Networks’s quarterly revenue was up 28.9% on a year-over-year basis. On average, analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, Director Yvonne Wassenaar sold 1,815 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the transaction, the director directly owned 12,574 shares of the company’s stock, valued at $1,665,300.56. This represents a 12.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,740,600.64. This represents a 71.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 199,632 shares of company stock valued at $26,873,604 in the last three months. Corporate insiders own 3.39% of the company’s stock.

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.