WealthPlan Investment Management LLC Buys 4,095 Shares of Arista Networks, Inc. $ANET

WealthPlan Investment Management LLC increased its holdings in Arista Networks, Inc. (NYSE:ANET) by 18.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 26,650 shares of the technology company’s stock after acquiring an additional 4,095 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Arista Networks were worth $3,492,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ANET. Knuff & Co LLC bought a new stake in shares of Arista Networks in the 3rd quarter valued at about $29,000. Board of the Pension Protection Fund purchased a new stake in shares of Arista Networks in the 4th quarter worth approximately $26,000. Richardson Financial Services Inc. lifted its position in shares of Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after purchasing an additional 130 shares during the period. Quarry LP purchased a new stake in shares of Arista Networks in the 3rd quarter worth approximately $33,000. Finally, Ameliora Wealth Management Ltd. purchased a new stake in shares of Arista Networks in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ANET. Truist Financial set a $175.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. Raymond James Financial raised shares of Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price target for the company in a research report on Friday. Citigroup lowered their price target on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $181.84.

Arista Networks Stock Performance

ANET stock opened at $141.98 on Friday. The firm has a market cap of $178.78 billion, a price-to-earnings ratio of 48.62, a PEG ratio of 2.19 and a beta of 1.67. The firm has a 50-day simple moving average of $144.57 and a two-hundred day simple moving average of $137.64. Arista Networks, Inc. has a one year low of $83.86 and a one year high of $179.80.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.81 by $0.06. The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The company’s quarterly revenue was up 35.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, equities analysts predict that Arista Networks, Inc. will post 3.28 earnings per share for the current fiscal year.

More Arista Networks News

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

• Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
• Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
• Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
• Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
• Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
• Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Insider Buying and Selling at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $163.31, for a total transaction of $5,225,920.00. Following the completion of the sale, the insider directly owned 12,976 shares of the company’s stock, valued at approximately $2,119,110.56. This represents a 71.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $155.02, for a total transaction of $1,378,127.80. Following the sale, the chief financial officer directly owned 60,734 shares of the company’s stock, valued at approximately $9,414,984.68. The trade was a 12.77% 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. In the last quarter, insiders sold 1,502,729 shares of company stock valued at $246,707,719. 3.39% of the stock is currently owned by corporate insiders.

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.