Arista Networks, Inc. $ANET Shares Purchased by Benjamin Edwards Inc.

Benjamin Edwards Inc. raised its stake in Arista Networks, Inc. (NYSE:ANET) by 9.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 45,991 shares of the technology company’s stock after buying an additional 3,899 shares during the period. Benjamin Edwards Inc.’s holdings in Arista Networks were worth $7,812,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cura Wealth Advisors LLC boosted its position in shares of Arista Networks by 3.1% in the 2nd quarter. Cura Wealth Advisors LLC now owns 1,748 shares of the technology company’s stock valued at $297,000 after purchasing an additional 52 shares during the period. Madison Wealth Partners Inc raised its holdings in shares of Arista Networks by 2.8% during the second quarter. Madison Wealth Partners Inc now owns 2,179 shares of the technology company’s stock valued at $370,000 after acquiring an additional 60 shares during the period. Intrua Financial LLC raised its holdings in shares of Arista Networks by 2.7% during the first quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock valued at $283,000 after acquiring an additional 61 shares during the period. Shepherd Financial Partners LLC lifted its position in shares of Arista Networks by 1.2% in the 2nd quarter. Shepherd Financial Partners LLC now owns 5,403 shares of the technology company’s stock valued at $918,000 after acquiring an additional 66 shares in the last quarter. Finally, NBT Bank N A NY lifted its position in shares of Arista Networks by 37.2% in the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock valued at $30,000 after acquiring an additional 67 shares in the last quarter. 82.47% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, CEO Jayshree Ullal sold 13,809 shares of the stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the transaction, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at $1,901,981.43. This represents a 58.20% decrease in their ownership of the stock. The transaction 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 111,848 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $192.75, for a total value of $21,558,702.00. Following the transaction, the insider owned 109,833 shares in the company, valued at approximately $21,170,310.75. This trade represents a 50.45% 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. Over the last three months, insiders have sold 3,942,082 shares of company stock valued at $739,707,376. Company insiders own 2.70% of the company’s stock.

Analysts Set New Price Targets

ANET has been the topic of several research analyst reports. Zacks Research upgraded shares of Arista Networks from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 10th. Rosenblatt Securities upped their price target on Arista Networks from $210.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 price objective for the company in a research note on Friday, May 15th. TD Cowen lifted their target price on Arista Networks from $210.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Truist Financial increased their price target on shares of Arista Networks from $175.00 to $234.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Arista Networks currently has an average rating of “Buy” and a consensus price target of $226.05.

Arista Networks Price Performance

ANET opened at $195.59 on Monday. Arista Networks, Inc. has a fifty-two week low of $114.52 and a fifty-two week high of $214.89. The business has a 50-day moving average of $180.28 and a 200-day moving average of $158.51. The company has a market capitalization of $246.68 billion, a PE ratio of 61.70, a price-to-earnings-growth ratio of 2.02 and a beta of 1.60.

Arista Networks (NYSE:ANET) last announced its quarterly earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.89 by $0.13. The business had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The firm’s quarterly revenue was up 37.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, equities research analysts expect that Arista Networks, Inc. will post 3.7 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: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
• Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
• Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk

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.