Arista Networks (NYSE:ANET) CEO Sells 13,809 Shares of Stock

Arista Networks, Inc. (NYSE:ANET) CEO Jayshree Ullal sold 13,809 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the transaction, the chief executive officer owned 9,917 shares of the company’s stock, valued at $1,901,981.43. This represents a 58.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jayshree Ullal also recently made the following trade(s):

• On Wednesday, August 12th, Jayshree Ullal sold 573,509 shares of Arista Networks stock. The shares were sold at an average price of $208.13, for a total transaction of $119,364,428.17.
• On Wednesday, August 5th, Jayshree Ullal sold 331,434 shares of Arista Networks stock. The stock was sold at an average price of $201.22, for a total value of $66,691,149.48.
• On Wednesday, August 5th, Jayshree Ullal sold 1,032 shares of Arista Networks stock. The shares were sold at an average price of $201.24, for a total value of $207,679.68.
• On Wednesday, August 5th, Jayshree Ullal sold 767,029 shares of Arista Networks stock. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38.
• On Friday, July 10th, Jayshree Ullal sold 234,578 shares of Arista Networks stock. The stock was sold at an average price of $187.18, for a total value of $43,908,310.04.
• On Thursday, July 9th, Jayshree Ullal sold 242,422 shares of Arista Networks stock. The stock was sold at an average price of $188.17, for a total value of $45,616,547.74.

Arista Networks Price Performance

ANET stock traded down $0.95 during trading on Thursday, hitting $201.30. 4,692,543 shares of the company traded hands, compared to its average volume of 8,484,761. Arista Networks, Inc. has a 1 year low of $114.52 and a 1 year high of $214.89. The company has a market cap of $253.88 billion, a PE ratio of 63.50, a P/E/G ratio of 1.98 and a beta of 1.60. The stock’s 50-day simple moving average is $179.14 and its 200 day simple moving average is $157.69.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping the consensus estimate of $0.89 by $0.13. The business had revenue of $3.04 billion for the quarter, compared to analyst estimates of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The business’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Research analysts expect that Arista Networks, Inc. will post 3.7 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Bank of America restated a “buy” rating and set a $240.00 price target (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Evercore reiterated an “outperform” rating on shares of Arista Networks in a research report on Wednesday, August 5th. Zacks Research raised shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 10th. Rosenblatt Securities raised their target price on Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Finally, Needham & Company LLC restated a “buy” rating and issued a $260.00 price target (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $226.05.

Institutional Investors Weigh In On Arista Networks

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. ABS Investment Management LLC purchased a new stake in shares of Arista Networks during the second quarter worth about $29,000. Kelleher Financial Advisors purchased a new position in Arista Networks in the 2nd quarter valued at about $31,000. Sankala Group LLC purchased a new position in Arista Networks in the 4th quarter valued at about $27,000. Prosperity Bancshares Inc acquired a new position in shares of Arista Networks during the fourth quarter valued at approximately $28,000. Finally, Main Street Group LTD acquired a new position in shares of Arista Networks during the first quarter valued at approximately $26,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Arista is benefiting from increasing spending on AI data-center infrastructure, where high-speed networking is essential for connecting computing systems. The company’s exposure to major customers such as Microsoft and Meta strengthens the growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Analyst sentiment remains bullish. The consensus price target implies approximately 26.7% potential upside, while analysts have been raising earnings estimates. Recent results also showed strong execution, including an earnings beat, 37.7% year-over-year revenue growth and upbeat third-quarter guidance. Wall Street Analysts Believe Arista Networks Could Rally 26.74%
• Positive Sentiment: Arista’s long-term record is being highlighted as evidence of the potential rewards from owning a leading AI and cloud-networking company over multiple years. The shares also recently led a broader hardware-stock advance, gaining 6.2% in the prior session. Here’s How Much a $1000 Investment in Arista Networks Made 10 Years Ago Would Be Worth Today
• Neutral Sentiment: A director sold 422 shares worth about $79,000 through a pre-arranged Rule 10b5-1 plan. Because the sale was relatively small and scheduled in advance, it is not a strong indicator of deteriorating insider confidence. Arista Networks Director Sells 422 Shares
• Negative Sentiment: Political opposition to new AI data centers ahead of the U.S. midterm elections could lead to permitting delays, higher costs or slower infrastructure expansion, creating a risk for suppliers such as Arista. Arista Networks Faces New Political Risk
• Negative Sentiment: ANET’s premium valuation leaves little room for execution errors. Concerns include customer concentration, tougher growth comparisons and the possibility that AI spending slows. Its large supply commitments could also increase inventory and capacity risk if demand visibility weakens. Decoding ANET Stock’s Premium Valuation

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.