Spire Wealth Management Buys 5,818 Shares of Arista Networks, Inc. $ANET

Spire Wealth Management raised its position in shares of Arista Networks, Inc. (NYSE:ANET) by 6.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 90,468 shares of the technology company’s stock after purchasing an additional 5,818 shares during the quarter. Spire Wealth Management’s holdings in Arista Networks were worth $11,854,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Global Trust Asset Management LLC boosted its position in shares of Arista Networks by 33.0% during the 3rd quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after purchasing an additional 4,780 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in Arista Networks in the third quarter worth approximately $8,263,000. National Wealth Management Group LLC bought a new stake in Arista Networks in the third quarter worth approximately $1,296,000. Holocene Advisors LP acquired a new position in Arista Networks in the second quarter valued at approximately $247,451,000. Finally, Three Seasons Wealth LLC bought a new position in shares of Arista Networks during the 3rd quarter worth approximately $2,483,000. Institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Down 1.3%

Shares of NYSE:ANET opened at $120.96 on Friday. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94. The stock’s 50 day moving average is $135.49 and its 200-day moving average is $136.87. The firm has a market capitalization of $151.99 billion, a price-to-earnings ratio of 43.83, a PEG ratio of 2.14 and a beta of 1.46.

Arista Networks (NYSE:ANET) last issued its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $2.38 billion. During the same period last year, the business earned $0.66 EPS. Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. Equities research analysts anticipate that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts for Arista, a modest lift to forward earnings expectations that supports longer‑term growth assumptions. Erste Group raises EPS estimates (MarketBeat)
• Positive Sentiment: The Motley Fool argues Arista is “quietly winning the AI race,” highlighting Arista’s strength in high‑performance networking for large data centers — a structural tailwind as AI infrastructure spending grows. The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026
• Neutral Sentiment: Zacks highlights Arista as a “strong growth stock” using style scores, which may attract growth‑oriented investors but is not new fundamental news. Here’s Why Arista Networks (ANET) is a Strong Growth Stock
• Neutral Sentiment: Zacks also flags ANET as a trending/most‑searched stock, signaling heightened retail/institutional attention that can increase short‑term volatility without changing fundamentals. Arista Networks, Inc. (ANET) Is a Trending Stock
• Neutral Sentiment: Analyses assessing Arista’s valuation note mixed near‑term returns versus strong multi‑year shareholder gains — a reminder valuation could cap upside after a big run. Assessing Arista Networks (ANET) Valuation
• Negative Sentiment: Coverage on Nvidia’s networking unit shows NVDA scaling into high‑speed interconnects for AI — a competitive dynamic that could pressure Arista on pricing and market share in GPU‑dense data centers. Is NVDA’s Networking Unit Becoming a Core Growth Engine?

Wall Street Analyst Weigh In

Several brokerages have recently commented on ANET. Needham & Company LLC raised their price objective on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Evercore reiterated an “outperform” rating and set a $200.00 target price on shares of Arista Networks in a research report on Friday, February 13th. Morgan Stanley reissued an “overweight” rating and set a $165.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Finally, Wells Fargo & Company upped their price objective on shares of Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, Arista Networks presently has an average rating of “Moderate Buy” and a consensus price target of $176.47.

Insider Buying and Selling at Arista Networks

In other news, Director Yvonne Wassenaar sold 1,815 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 12,574 shares of the company’s stock, valued at $1,665,300.56. The trade was a 12.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the completion of the sale, the insider owned 12,976 shares in the company, valued at $1,740,600.64. This represents a 71.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 199,632 shares of company stock valued at $26,936,324. Corporate insiders own 3.39% of the company’s stock.

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.