Newbridge Financial Services Group Inc. Has $1.23 Million Stake in Arista Networks, Inc. $ANET

Newbridge Financial Services Group Inc. trimmed its stake in Arista Networks, Inc. (NYSE:ANET) by 74.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,445 shares of the technology company’s stock after selling 25,067 shares during the period. Newbridge Financial Services Group Inc.’s holdings in Arista Networks were worth $1,230,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Walkner Condon Financial Advisors LLC boosted its stake in shares of Arista Networks by 0.4% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after purchasing an additional 70 shares in the last quarter. AdvisorNet Financial Inc grew its holdings in shares of Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after purchasing an additional 72 shares during the last quarter. Crown Wealth Group LLC increased its position in shares of Arista Networks by 2.4% during the 3rd quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock worth $463,000 after purchasing an additional 75 shares in the last quarter. Fragasso Financial Advisors Inc lifted its holdings in Arista Networks by 1.8% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock valued at $616,000 after purchasing an additional 76 shares during the last quarter. Finally, West Family Investments Inc. lifted its holdings in Arista Networks by 0.9% during the 3rd quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock valued at $1,219,000 after purchasing an additional 76 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the transaction, the insider owned 12,976 shares in the company, valued at approximately $1,848,301.44. This trade represents a 71.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Yvonne Wassenaar sold 1,815 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the transaction, the director owned 12,574 shares of the company’s stock, valued at $1,665,300.56. The trade was a 12.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 196,237 shares of company stock valued at $25,865,760. 3.39% of the stock is currently owned by company insiders.

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $133.67 on Friday. The firm has a fifty day moving average of $134.86 and a two-hundred day moving average of $137.30. The stock has a market capitalization of $167.96 billion, a price-to-earnings ratio of 48.43, a PEG ratio of 2.38 and a beta of 1.46. Arista Networks, Inc. has a 52 week low of $59.43 and a 52 week high of $164.94.

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

Analysts Set New Price Targets

Several brokerages have weighed in on ANET. Needham & Company LLC upped their price objective on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. KeyCorp reiterated an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Piper Sandler reissued an “overweight” rating and issued a $175.00 target price (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. Barclays restated an “overweight” rating and set a $184.00 price target (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, UBS Group set a $200.00 price target on Arista Networks in a report on Tuesday, February 24th. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Arista Networks presently has an average rating of “Moderate Buy” and an average price target of $176.47.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Arista Networks 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.