Arista Networks, Inc. $ANET Position Lessened by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lowered its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 3.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 224,608 shares of the technology company’s stock after selling 9,056 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Arista Networks were worth $29,430,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in ANET. Fifth Third Wealth Advisors LLC lifted its stake in Arista Networks by 0.7% in the fourth quarter. Fifth Third Wealth Advisors LLC now owns 53,662 shares of the technology company’s stock valued at $7,031,000 after buying an additional 370 shares during the last quarter. Shrier Wealth Management LLC bought a new position in shares of Arista Networks during the fourth quarter worth about $283,000. Shum Financial Group Inc. increased its holdings in shares of Arista Networks by 49.3% in the 4th quarter. Shum Financial Group Inc. now owns 2,393 shares of the technology company’s stock worth $314,000 after acquiring an additional 790 shares during the period. Professional Financial Advisors LLC increased its holdings in shares of Arista Networks by 9.2% in the 4th quarter. Professional Financial Advisors LLC now owns 1,998 shares of the technology company’s stock worth $262,000 after acquiring an additional 169 shares during the period. Finally, Brookstone Capital Management lifted its position in Arista Networks by 30.8% in the 4th quarter. Brookstone Capital Management now owns 170,724 shares of the technology company’s stock valued at $22,370,000 after purchasing an additional 40,160 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks Price Performance

ANET opened at $122.85 on Wednesday. The company has a market capitalization of $154.36 billion, a price-to-earnings 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 business has a 50 day moving average price of $135.12 and a two-hundred day moving average price of $136.39.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. The company had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The company’s quarterly revenue was up 28.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.66 EPS. Equities analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on ANET shares. Evercore restated an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a research report on Friday, February 13th. TD Cowen assumed coverage on Arista Networks in a report on Thursday, March 12th. They set a “buy” rating and a $170.00 price target on the stock. Needham & Company LLC raised their target price on Arista Networks from $165.00 to $185.00 and gave the company a “buy” rating in a research report on Friday, February 13th. KeyCorp reaffirmed an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, Truist Financial started coverage on Arista Networks in a research note on Tuesday. They issued a “buy” rating and a $161.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $175.61.

More Arista Networks News

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

Insider Buying and Selling

In other Arista Networks news, Director Yvonne Wassenaar sold 1,815 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the sale, the director directly owned 12,574 shares of the company’s stock, valued at approximately $1,665,300.56. This represents a 12.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Kenneth Duda sold 32,000 shares of the firm’s 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 transaction, the insider owned 12,976 shares of the company’s stock, valued at approximately $1,740,600.64. This trade represents a 71.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 199,632 shares of company stock valued at $26,936,324 over the last three months. Company insiders own 3.54% of the company’s stock.

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.