3,811 Shares in Arista Networks, Inc. $ANET Purchased by Tempo Wealth LLC

Tempo Wealth LLC acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,811 shares of the technology company’s stock, valued at approximately $499,000.

A number of other large investors also recently added to or reduced their stakes in the business. MidFirst Bank bought a new position in shares of Arista Networks in the 4th quarter valued at about $363,000. SG Trading Solutions LLC bought a new stake in shares of Arista Networks during the fourth quarter worth approximately $1,250,000. Pacer Advisors Inc. lifted its holdings in Arista Networks by 11.6% in the fourth quarter. Pacer Advisors Inc. now owns 583,521 shares of the technology company’s stock valued at $76,459,000 after buying an additional 60,516 shares during the period. Kera Capital Partners Inc. lifted its holdings in Arista Networks by 11.7% in the fourth quarter. Kera Capital Partners Inc. now owns 80,987 shares of the technology company’s stock valued at $11,479,000 after buying an additional 8,469 shares during the period. Finally, Blue Capital Inc. boosted its stake in Arista Networks by 9.0% in the fourth quarter. Blue Capital Inc. now owns 4,219 shares of the technology company’s stock valued at $553,000 after acquiring an additional 348 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ANET has been the subject of a number of analyst reports. Rosenblatt Securities lifted their target price on shares of Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Needham & Company LLC restated a “buy” rating and issued a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft raised Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. KeyCorp reiterated an “overweight” rating and issued a $200.00 price objective (up from $178.00) on shares of Arista Networks in a report on Thursday. Finally, Truist Financial set a $175.00 target price on Arista Networks in a research note on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Arista Networks presently has a consensus rating of “Buy” and a consensus price target of $187.63.

Arista Networks Trading Up 3.0%

Shares of Arista Networks stock opened at $169.84 on Friday. The company has a market capitalization of $213.86 billion, a PE ratio of 58.16, a PEG ratio of 2.54 and a beta of 1.61. Arista Networks, Inc. has a 12 month low of $85.58 and a 12 month high of $179.80. The stock’s fifty day simple moving average is $157.61 and its 200 day simple moving average is $141.24.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The firm had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the company posted $0.65 earnings per share. The company’s revenue for the quarter was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Analysts predict that Arista Networks, Inc. will post 3.27 EPS for the current fiscal year.

Insider Activity at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of Arista Networks stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total value of $75,944,320.00. Following the transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at approximately $924,321,690.08. The trade was a 7.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 260,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $165.57, for a total transaction of $43,048,200.00. Following the completion of the transaction, the insider owned 182,543,048 shares of the company’s stock, valued at $30,223,652,457.36. This trade represents a 0.14% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,603,747 shares of company stock valued at $423,901,619 over the last quarter. 2.70% of the stock is owned by insiders.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating on Arista Networks with a $175 price target, following discussions with management that reinforced confidence in the company’s growth outlook. Wolfe Research Reaffirms Bullish View on Arista Networks (ANET) With $175 Price Target
• Positive Sentiment: KeyBanc’s bullish stance highlights Arista as a beneficiary of strong AI-related networking demand, which supports the company’s long-term data center growth story. Arista sees bullish views at KeyBanc on AI demand
• Positive Sentiment: Recent coverage continues to frame Arista as a key player in AI infrastructure and data center switching, keeping investor interest elevated in the stock. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Neutral Sentiment: Nvidia taking the top spot in the data center Ethernet switching market underscores how competitive the AI networking space has become, though it also reinforces the size of the market Arista is targeting. Nvidia Overtakes Rivals in Data Center Switching Market
• Neutral Sentiment: Arista remains in focus after a strong multi-month run, with some commentary asking whether the stock has already priced in much of the good news. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, which may create modest pressure on sentiment even though the sale was small relative to his holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, suggesting some short-term profit-taking after its powerful run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

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.