Arista Networks, Inc. $ANET Shares Sold by Moody Lynn & Lieberson LLC

Moody Lynn & Lieberson LLC cut its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 6.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 59,876 shares of the technology company’s stock after selling 4,350 shares during the quarter. Moody Lynn & Lieberson LLC’s holdings in Arista Networks were worth $7,846,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Board of the Pension Protection Fund acquired a new position in Arista Networks in the fourth quarter valued at about $26,000. AdvisorNet Financial Inc increased its position in shares of Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares during the last quarter. Knuff & Co LLC acquired a new stake in shares of Arista Networks during the third quarter valued at about $29,000. Richardson Financial Services Inc. raised its stake in shares of Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after acquiring an additional 130 shares during the period. Finally, Quarry LP purchased a new stake in shares of Arista Networks in the 3rd quarter valued at approximately $33,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Arista Networks Stock Up 5.8%

NYSE:ANET opened at $122.85 on Wednesday. The company has a fifty day simple moving average of $135.12 and a two-hundred day simple moving average of $136.39. The company has a market cap of $154.36 billion, a price-to-earnings ratio of 44.51, a price-to-earnings-growth ratio of 2.06 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 announced its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.07. The business had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The company’s revenue for the quarter was up 28.9% compared to the same quarter last year. During the same period last year, the firm earned $0.66 earnings per share. On average, analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Buying and Selling

In other news, Director Kelly Bodnar Battles sold 422 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $128.06, for a total transaction of $54,041.32. Following the completion of the transaction, the director directly owned 9,529 shares of the company’s stock, valued at approximately $1,220,283.74. The trade was a 4.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $128.67, for a total value of $1,029,360.00. Following the transaction, the director directly owned 1,784 shares of the company’s stock, valued at approximately $229,547.28. This represents a 81.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,632 shares of company stock worth $26,936,324 in the last quarter. Company insiders own 3.54% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on ANET shares. UBS Group set a $200.00 price objective on shares of Arista Networks in a research report on Tuesday, February 24th. The Goldman Sachs Group reissued a “buy” rating and issued a $188.00 target price (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. KeyCorp restated an “overweight” rating and set a $178.00 price target (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley restated an “overweight” rating and set a $165.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $175.61.

More Arista Networks News

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

• Positive Sentiment: Truist initiated coverage with a Buy and set a $161 price target (roughly +31% from recent levels), calling out AI networking demand after the recent pullback — a clear analyst catalyst that can spur buying and revisions. Truist Initiates Arista Networks With 35% Upside
• Positive Sentiment: Management raised Arista’s 2026 revenue outlook, saying AI-related sales — especially from its AI Center business — will drive most incremental revenue; that guidance upgrade underpins expectations for continued top-line strength. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Positive Sentiment: Broader AI-infrastructure ecosystem moves (NVIDIA’s NVLink Fusion expansion and ecosystem investments) increase demand for high-performance data-center networking where Arista competes, creating a second-order tailwind for ANET. 5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion
• Neutral Sentiment: Arista’s operating margin has expanded (reported ~48.2%), driven by AI demand and scale — this supports higher profitability but raises the bar for sustaining those margins as volumes and product mix evolve. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
• Neutral Sentiment: Analyst commentary and comparisons (e.g., Ciena vs. Arista) highlight that Arista benefits from AI-driven networking but operates in a different segment than optical/WAN players — useful for portfolio positioning but not an immediate price driver. Ciena vs. Arista: Which Networking Stock Is the Better Buy?
• Negative Sentiment: Key risks: management flagged customer concentration and deferred hardware revenue recognition as items that can make results lumpy; hyperscaler spending shifts or contract timing could reverse momentum and increase volatility. Arista Networks AI Outlook Lifts 2026 Goals But Concentration Risks Grow
• Negative Sentiment: Stock recently pulled back (several recent sessions showed declines), reflecting short-term profit-taking and sensitivity to macro/AI cycle news; that volatility can amplify both upside and downside in the near term. Arista Networks (ANET) Sees a More Significant Dip Than Broader Market: Some Facts to Know

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.