3,642 Shares in Arista Networks, Inc. $ANET Bought by Gilpin Wealth Management LLC

Gilpin Wealth Management LLC acquired a new stake in Arista Networks, Inc. (NYSE:ANET) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,642 shares of the technology company’s stock, valued at approximately $741,000.

Other hedge funds also recently made changes to their positions in the company. Schaper Benz & Wise Investment Counsel Inc. WI boosted its position in Arista Networks by 2,885.0% in the 3rd quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 287,728 shares of the technology company’s stock valued at $58,579,000 after buying an additional 278,089 shares during the last quarter. Argus Investors Counsel Inc. grew its stake in shares of Arista Networks by 39.3% during the third quarter. Argus Investors Counsel Inc. now owns 18,259 shares of the technology company’s stock valued at $3,717,000 after acquiring an additional 5,151 shares in the last quarter. Davidson Trust Co. purchased a new stake in shares of Arista Networks during the third quarter worth about $3,512,000. Mirador Capital Partners LP increased its position in shares of Arista Networks by 4.3% during the third quarter. Mirador Capital Partners LP now owns 22,129 shares of the technology company’s stock worth $4,505,000 after acquiring an additional 906 shares during the last quarter. Finally, Capital Advisors Wealth Management LLC acquired a new position in shares of Arista Networks in the third quarter worth about $2,812,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Up 2.7%

Shares of Arista Networks stock opened at $216.63 on Friday. The business has a 50-day moving average price of $198.12 and a 200 day moving average price of $172.05. Arista Networks, Inc. has a fifty-two week low of $114.52 and a fifty-two week high of $217.41. The firm has a market cap of $273.22 billion, a P/E ratio of 68.34, a P/E/G ratio of 2.48 and a beta of 1.60.

Arista Networks (NYSE:ANET) last released its earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.13. The company had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. Arista Networks’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, equities research analysts anticipate that Arista Networks, Inc. will post 3.74 earnings per share for the current year.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: The rack-scale launch could broaden Arista’s addressable market as hyperscalers seek flexible, interoperable Ethernet alternatives for AI clusters. Can Arista’s New Rack-Scale Ethernet Solutions for AI Stoke Growth?
• Positive Sentiment: Investor commentary continues to identify ANET as a potential beneficiary of the AI infrastructure boom, with growing Ethernet demand from large cloud customers supporting the bullish outlook. Arista Networks Could Be a Key Winner From the AI Infrastructure Boom
• Positive Sentiment: Arista’s strong fundamentals reinforce the growth narrative: recent revenue rose 37.7% year over year to $3.04 billion, while quarterly EPS of $1.02 exceeded the $0.89 consensus estimate. Management has raised its 2026 sales outlook three times, citing AI customers.
• Neutral Sentiment: Options-market commentary describes the stock as being in a bullish trend and highlights spread trades for investors seeking shorter-term exposure, but this reflects trading sentiment rather than a change in Arista’s fundamentals. Arista Networks Stock In A Bull Trend Offers Spread Trade With A Fast Return
• Negative Sentiment: Valuation remains a key risk. Arista trades at roughly 66 times earnings versus about 21 times for the S&P 500, leaving the stock vulnerable if AI-related growth slows, customer concentration weighs on results or margins come under pressure. Arista Stock Rises 64.7% YTD: Is There More Upside Ahead?
• Negative Sentiment: CEO Jayshree Ullal sold 460,374 shares worth approximately $97.6 million, while CFO Chantelle Breithaupt sold 1,224 shares. Both transactions were made under pre-arranged Rule 10b5-1 plans, reducing their significance as discretionary bearish signals but still adding selling pressure.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $203.30, for a total transaction of $60,990,000.00. Following the sale, the insider directly owned 181,143,048 shares of the company’s stock, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $201.22, for a total transaction of $154,341,575.38. Following the completion of the transaction, the chief executive officer owned 16,387,981 shares in the company, valued at approximately $3,297,589,536.82. The trade was a 4.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,468,906 shares of company stock worth $706,366,437 over the last 90 days. 2.70% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts recently commented on ANET shares. Deutsche Bank Aktiengesellschaft started coverage on Arista Networks in a report on Monday, August 31st. They issued a “buy” rating and a $220.00 price target for the company. Weiss Ratings lowered Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. The Goldman Sachs Group reiterated a “buy” rating and set a $225.00 target price on shares of Arista Networks in a research note on Wednesday, August 5th. Truist Financial lifted their price target on shares of Arista Networks from $175.00 to $234.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $235.45.

Arista Networks Profile

Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.

The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.