Arista Networks, Inc. $ANET Shares Purchased by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. raised its stake in Arista Networks, Inc. (NYSE:ANET) by 10.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,428 shares of the technology company’s stock after purchasing an additional 5,465 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Arista Networks were worth $7,787,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Redhawk Wealth Advisors Inc. boosted its position in shares of Arista Networks by 9.5% in the fourth quarter. Redhawk Wealth Advisors Inc. now owns 2,482 shares of the technology company’s stock worth $325,000 after buying an additional 215 shares during the period. Spire Wealth Management raised its holdings in shares of Arista Networks by 6.9% during the 4th quarter. Spire Wealth Management now owns 90,468 shares of the technology company’s stock valued at $11,854,000 after buying an additional 5,818 shares during the period. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Arista Networks by 20.4% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 1,433 shares of the technology company’s stock valued at $188,000 after buying an additional 243 shares during the period. Eastern Bank lifted its position in Arista Networks by 9.0% during the 4th quarter. Eastern Bank now owns 279,338 shares of the technology company’s stock worth $36,602,000 after acquiring an additional 23,094 shares in the last quarter. Finally, Bell Bank lifted its position in Arista Networks by 4.6% during the 4th quarter. Bell Bank now owns 7,857 shares of the technology company’s stock worth $1,030,000 after acquiring an additional 349 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Stock Up 0.2%

ANET stock opened at $120.96 on Monday. The stock’s 50 day moving average is $135.49 and its two-hundred day moving average is $136.77. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The company has a market capitalization of $151.99 billion, a PE ratio of 43.83, a P/E/G ratio of 2.14 and a beta of 1.46.

Arista Networks (NYSE:ANET) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating 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 company had revenue of $2.49 billion during the quarter, compared to analysts’ expectations of $2.38 billion. During the same period in the prior year, the business posted $0.66 EPS. The business’s revenue was up 28.9% on a year-over-year basis. As a group, sell-side analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current year.

Wall Street Analyst Weigh In

Several analysts have issued reports on ANET shares. Rosenblatt Securities increased their price objective on shares of Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. KeyCorp reissued an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Evercore restated an “outperform” rating and issued a $200.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley reaffirmed an “overweight” rating and set a $165.00 price target on shares of Arista Networks in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Friday. Eighteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, Arista Networks has an average rating of “Moderate Buy” and a consensus target price of $176.47.

Insider Activity at Arista Networks

In other news, Director Yvonne Wassenaar sold 1,395 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $134.34, for a total value of $187,404.30. Following the completion of the sale, the director owned 11,179 shares of the company’s stock, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $128.67, for a total transaction of $1,029,360.00. Following the completion of the sale, the director owned 1,784 shares in the company, valued at approximately $229,547.28. This trade represents a 81.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 199,632 shares of company stock valued at $26,936,324. Insiders own 3.54% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts for Arista, a modest lift to forward earnings expectations that supports longer‑term growth assumptions. Erste Group raises EPS estimates (MarketBeat)
• Positive Sentiment: The Motley Fool argues Arista is “quietly winning the AI race,” highlighting Arista’s strength in high‑performance networking for large data centers — a structural tailwind as AI infrastructure spending grows. The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026
• Neutral Sentiment: Zacks highlights Arista as a “strong growth stock” using style scores, which may attract growth‑oriented investors but is not new fundamental news. Here’s Why Arista Networks (ANET) is a Strong Growth Stock
• Neutral Sentiment: Zacks also flags ANET as a trending/most‑searched stock, signaling heightened retail/institutional attention that can increase short‑term volatility without changing fundamentals. Arista Networks, Inc. (ANET) Is a Trending Stock
• Neutral Sentiment: Analyses assessing Arista’s valuation note mixed near‑term returns versus strong multi‑year shareholder gains — a reminder valuation could cap upside after a big run. Assessing Arista Networks (ANET) Valuation
• Negative Sentiment: Coverage on Nvidia’s networking unit shows NVDA scaling into high‑speed interconnects for AI — a competitive dynamic that could pressure Arista on pricing and market share in GPU‑dense data centers. Is NVDA’s Networking Unit Becoming a Core Growth Engine?

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.