4,176 Shares in Arista Networks, Inc. $ANET Acquired by PFG Private Wealth Management LLC

PFG Private Wealth Management LLC acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,176 shares of the technology company’s stock, valued at approximately $547,000. Arista Networks makes up 0.2% of PFG Private Wealth Management LLC’s holdings, making the stock its 28th biggest holding.

A number of other hedge funds have also recently bought and sold shares of the company. Walkner Condon Financial Advisors LLC raised its position in shares of Arista Networks by 0.4% during the third quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock worth $2,697,000 after acquiring an additional 70 shares during the last quarter. AdvisorNet Financial Inc lifted its stake in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares during the period. Crown Wealth Group LLC boosted its holdings in Arista Networks by 2.4% in the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after acquiring an additional 75 shares during the last quarter. Fragasso Financial Advisors Inc increased its position in Arista Networks by 1.8% in the third quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock worth $616,000 after purchasing an additional 76 shares during the period. Finally, West Family Investments Inc. increased its position in Arista Networks by 0.9% in the third quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after purchasing an additional 76 shares during the period. 82.47% of the stock is currently owned by institutional investors.

Insider Activity at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks stock in a transaction on Monday, February 2nd. The shares were 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 $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 SEC, which is available through this hyperlink. Also, Director Yvonne Wassenaar sold 1,815 shares of the business’s stock in a transaction on 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 transaction, the director directly owned 12,574 shares of the company’s stock, valued at $1,665,300.56. This trade represents a 12.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 199,632 shares of company stock worth $26,936,324. 3.54% of the stock is currently owned by company insiders.

Arista Networks Trading Up 5.8%

Shares of ANET opened at $122.85 on Wednesday. The stock has a market cap of $154.36 billion, a P/E ratio of 44.51, a price-to-earnings-growth ratio of 2.06 and a beta of 1.46. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The stock’s 50-day moving average price is $135.12 and its two-hundred day moving average price is $136.39.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. The company had revenue of $2.49 billion during 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%.Arista Networks’s revenue was up 28.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.66 EPS. As a group, equities analysts forecast that Arista Networks, Inc. will post 2.2 EPS for the current year.

Analyst Upgrades and Downgrades

ANET has been the topic of a number of research reports. The Goldman Sachs Group restated a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Needham & Company LLC lifted their price target 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. Barclays reissued an “overweight” rating and set a $184.00 price target (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley restated an “overweight” rating and issued a $165.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks currently has an average rating of “Moderate Buy” and a consensus price target of $175.61.

Arista Networks News Summary

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

• Positive Sentiment: Truist initiated coverage with a Buy and set a $161 price target (roughly +31% from recent levels), calling out AI networking demand after the recent pullback — a clear analyst catalyst that can spur buying and revisions. Truist Initiates Arista Networks With 35% Upside
• Positive Sentiment: Management raised Arista’s 2026 revenue outlook, saying AI-related sales — especially from its AI Center business — will drive most incremental revenue; that guidance upgrade underpins expectations for continued top-line strength. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Positive Sentiment: Broader AI-infrastructure ecosystem moves (NVIDIA’s NVLink Fusion expansion and ecosystem investments) increase demand for high-performance data-center networking where Arista competes, creating a second-order tailwind for ANET. 5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion
• Neutral Sentiment: Arista’s operating margin has expanded (reported ~48.2%), driven by AI demand and scale — this supports higher profitability but raises the bar for sustaining those margins as volumes and product mix evolve. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
• Neutral Sentiment: Analyst commentary and comparisons (e.g., Ciena vs. Arista) highlight that Arista benefits from AI-driven networking but operates in a different segment than optical/WAN players — useful for portfolio positioning but not an immediate price driver. Ciena vs. Arista: Which Networking Stock Is the Better Buy?
• Negative Sentiment: Key risks: management flagged customer concentration and deferred hardware revenue recognition as items that can make results lumpy; hyperscaler spending shifts or contract timing could reverse momentum and increase volatility. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Negative Sentiment: Stock recently pulled back (several recent sessions showed declines), reflecting short-term profit-taking and sensitivity to macro/AI cycle news; that volatility can amplify both upside and downside in the near term. Arista Networks (ANET) Sees a More Significant Dip Than Broader Market: Some Facts to Know

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.