Arista Networks, Inc. $ANET Stock Position Lifted by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. lifted its position in Arista Networks, Inc. (NYSE:ANET) by 10.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,428 shares of the technology company’s stock after acquiring an additional 5,465 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Arista Networks were worth $7,787,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ANET. Global Trust Asset Management LLC raised its stake in Arista Networks by 33.0% during the third quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock worth $2,808,000 after acquiring an additional 4,780 shares during the period. Rakuten Investment Management Inc. acquired a new position in Arista Networks in the third quarter valued at approximately $8,263,000. National Wealth Management Group LLC acquired a new position in Arista Networks in the third quarter valued at approximately $1,296,000. Holocene Advisors LP bought a new position in shares of Arista Networks during 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 third quarter valued at approximately $2,483,000. 82.47% of the stock is currently owned by institutional investors.

More Arista Networks News

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?

Analysts Set New Price Targets

ANET has been the topic of several recent research reports. Barclays reissued an “overweight” rating and issued a $184.00 price target (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Evercore restated an “outperform” rating and set a $200.00 price objective 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 report on Friday. Morgan Stanley reiterated an “overweight” rating and issued a $165.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $188.00 price target (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.47.

Insider Activity

In other news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the transaction, the director directly owned 9,784 shares of the company’s stock, valued at approximately $1,373,967.12. This trade represents a 44.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kenneth Duda sold 32,000 shares of Arista Networks stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the sale, the insider 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 199,632 shares of company stock valued at $26,936,324. Company insiders own 3.54% of the company’s stock.

Arista Networks Trading Up 0.2%

Shares of NYSE ANET opened at $120.96 on Monday. Arista Networks, Inc. has a 12-month low of $59.43 and a 12-month high of $164.94. The company has a market cap of $151.99 billion, a PE ratio of 43.83, a P/E/G ratio of 2.14 and a beta of 1.46. The stock has a 50 day simple moving average of $135.49 and a 200-day simple moving average of $136.77.

Arista Networks (NYSE:ANET) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. The firm had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The firm’s revenue was up 28.9% compared to the same quarter last year. During the same period last year, the firm earned $0.66 EPS. Sell-side analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

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.