Rossmore Private Capital Purchases 5,006 Shares of Arista Networks, Inc. $ANET

Rossmore Private Capital lifted its position in shares of Arista Networks, Inc. (NYSE:ANET) by 78.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 11,400 shares of the technology company’s stock after acquiring an additional 5,006 shares during the quarter. Rossmore Private Capital’s holdings in Arista Networks were worth $1,494,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Abacus Wealth Partners LLC bought a new position in shares of Arista Networks during the 4th quarter worth $605,000. Beese Fulmer Investment Management Inc. grew its stake in shares of Arista Networks by 2.3% during the 4th quarter. Beese Fulmer Investment Management Inc. now owns 149,849 shares of the technology company’s stock worth $19,635,000 after acquiring an additional 3,339 shares during the period. Canada Post Corp Registered Pension Plan grew its stake in shares of Arista Networks by 4.0% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 27,490 shares of the technology company’s stock worth $3,602,000 after acquiring an additional 1,070 shares during the period. WealthPlan Investment Management LLC grew its stake in shares of Arista Networks by 18.2% during the 4th quarter. WealthPlan Investment Management LLC now owns 26,650 shares of the technology company’s stock worth $3,492,000 after acquiring an additional 4,095 shares during the period. Finally, Dana Investment Advisors Inc. lifted its holdings in Arista Networks by 3.2% during the 4th quarter. Dana Investment Advisors Inc. now owns 14,980 shares of the technology company’s stock worth $1,963,000 after purchasing an additional 464 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

Key Arista Networks News

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

• Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
• Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
• Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
• Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
• Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
• Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Insider Transactions at Arista Networks

In other Arista Networks news, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $155.02, for a total value of $1,378,127.80. Following the sale, the chief financial officer owned 60,734 shares of the company’s stock, valued at $9,414,984.68. This trade represents a 12.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $163.31, for a total value of $5,225,920.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $2,119,110.56. The trade was a 71.15% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,502,729 shares of company stock worth $246,707,719. 2.70% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on ANET shares. Rosenblatt Securities increased their price objective on Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Truist Financial set a $175.00 price objective on Arista Networks in a report on Wednesday, May 6th. Needham & Company LLC reissued a “buy” rating and set a $185.00 price objective on shares of Arista Networks in a report on Wednesday, May 6th. Evercore reissued an “outperform” rating and set a $200.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $188.00 price objective (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $181.84.

Arista Networks Stock Performance

Shares of ANET opened at $141.98 on Monday. The stock’s 50-day simple moving average is $144.57 and its 200 day simple moving average is $137.51. The stock has a market capitalization of $178.78 billion, a price-to-earnings ratio of 48.62, a price-to-earnings-growth ratio of 2.18 and a beta of 1.67. Arista Networks, Inc. has a 52-week low of $83.86 and a 52-week high of $179.80.

Arista Networks (NYSE:ANET) last released its quarterly 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. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm had revenue of $2.71 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter last year, the firm posted $0.65 EPS. The company’s revenue was up 35.1% compared to the same quarter last year. 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 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.