Arista Networks, Inc. $ANET Stock Holdings Lifted by Public Sector Pension Investment Board

Public Sector Pension Investment Board lifted its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 21.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 221,529 shares of the technology company’s stock after buying an additional 39,600 shares during the period. Public Sector Pension Investment Board’s holdings in Arista Networks were worth $32,279,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Walkner Condon Financial Advisors LLC raised its position in shares of Arista Networks by 0.4% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock worth $2,697,000 after purchasing an additional 70 shares during the period. AdvisorNet Financial Inc grew its stake in Arista Networks by 56.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after buying an additional 72 shares during the last quarter. Crown Wealth Group LLC increased its position 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 worth $463,000 after buying an additional 75 shares during the period. Fragasso Financial Advisors Inc lifted its stake 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 valued at $616,000 after buying an additional 76 shares during the last quarter. Finally, Stablepoint Partners LLC boosted its holdings in shares of Arista Networks by 0.8% during the second quarter. Stablepoint Partners LLC now owns 9,406 shares of the technology company’s stock valued at $962,000 after acquiring an additional 77 shares during the period. Institutional investors and hedge funds own 82.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ANET. Erste Group Bank cut shares of Arista Networks from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Barclays restated an “overweight” rating and issued a $183.00 price target (up previously from $179.00) on shares of Arista Networks in a research note on Wednesday, November 5th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Rosenblatt Securities increased their price objective on Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a report on Tuesday. Finally, Morgan Stanley cut their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Seventeen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $166.00.

Insider Buying and Selling

In other Arista Networks news, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $140.43, for a total value of $1,123,440.00. Following the sale, the director directly owned 9,784 shares in the company, valued at approximately $1,373,967.12. The trade was a 44.98% decrease in their ownership of the stock. 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 30,000 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the completion of the sale, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. The trade was a 69.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 216,464 shares of company stock valued at $27,553,548 over the last three months. Company insiders own 3.39% of the company’s stock.

Arista Networks News Summary

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

• Positive Sentiment: Q4 results beat expectations — Arista reported $0.82 EPS vs. $0.75 consensus and revenue of $2.49B vs. $2.38B consensus, with revenue up ~29% YoY and strong margins, giving investors concrete evidence of durable demand. Zacks: ANET Beats Q4
• Positive Sentiment: Management issued upbeat revenue guidance — the company guided Q1 revenue near $2.6B and forecasted full-year revenue above Street estimates, citing accelerating AI-driven data center demand; that outlook triggered sizable after-hours buying. Reuters: Arista forecasts upbeat revenue
• Positive Sentiment: Analyst support strengthened — Rosenblatt raised its price target and other upgrades/positive notes hit ahead of the print, reinforcing bullish sentiment and likely contributing to increased demand. Yahoo: Rosenblatt Raises PT
• Neutral Sentiment: Company commentary and call transcript provide color (Arista 2.0 momentum, network port milestones) that supports long-term thesis but contains execution details investors will parse on the conference call. Seeking Alpha: Q4 Call Transcript
• Neutral Sentiment: Unusually large options activity — traders bought tens of thousands of calls ahead of/around the print, which tends to amplify price moves and intraday volatility but is speculative in nature.
• Negative Sentiment: EPS guidance was not clearly provided (company released revenue guidance but the EPS line was left blank in the early update), leaving some earnings-forecast uncertainty that could lead to short-term volatility as analysts model margins and share buybacks.

Arista Networks Price Performance

NYSE ANET opened at $135.79 on Friday. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The firm has a market capitalization of $171.00 billion, a PE ratio of 51.63, a P/E/G ratio of 2.37 and a beta of 1.42. The company’s 50 day simple moving average is $132.80 and its 200 day simple moving average is $136.70.

Arista Networks (NYSE:ANET) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period last year, the company posted $0.66 EPS. The firm’s quarterly revenue was up 28.9% on a year-over-year basis. Sell-side analysts anticipate that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

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.