Insider Selling: Arista Networks (NYSE:ANET) CFO Sells $384,336.00 in Stock

Arista Networks, Inc. (NYSE:ANET) CFO Chantelle Yvette Breithaupt sold 2,448 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $157.00, for a total transaction of $384,336.00. Following the completion of the transaction, the chief financial officer owned 64,408 shares in the company, valued at approximately $10,112,056. This represents a 3.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Chantelle Yvette Breithaupt also recently made the following trade(s):

• On Tuesday, April 14th, Chantelle Yvette Breithaupt sold 8,890 shares of Arista Networks stock. The stock was sold at an average price of $155.02, for a total transaction of $1,378,127.80.

Arista Networks Stock Performance

Shares of NYSE ANET opened at $159.09 on Friday. The firm’s 50 day moving average price is $147.52 and its 200-day moving average price is $137.61. The company has a market cap of $200.33 billion, a PE ratio of 54.48, a P/E/G ratio of 2.46 and a beta of 1.67. Arista Networks, Inc. has a 52-week low of $83.86 and a 52-week high of $179.80.

Arista Networks (NYSE:ANET) last issued its earnings results on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.06. The firm had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business’s revenue was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.65 earnings per share. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, analysts forecast that Arista Networks, Inc. will post 3.27 earnings per share for the current fiscal year.

Institutional Trading of Arista Networks

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ANET. Brighton Jones LLC increased its holdings in Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after buying an additional 5,955 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in Arista Networks during the fourth quarter valued at approximately $202,000. Bison Wealth LLC purchased a new stake in Arista Networks during the fourth quarter valued at approximately $251,000. Sivia Capital Partners LLC increased its holdings in Arista Networks by 48.4% during the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after buying an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL increased its holdings in Arista Networks by 31.3% during the second quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company’s stock valued at $429,000 after buying an additional 1,000 shares during the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ANET has been the subject of several research reports. JPMorgan Chase & Co. boosted their price objective on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Citigroup decreased their price objective on shares of Arista Networks from $176.00 to $173.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Barclays reissued an “overweight” rating and set a $195.00 price objective (up from $184.00) on shares of Arista Networks in a report on Thursday, May 7th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 14th. Finally, Weiss Ratings raised shares of Arista Networks from a “hold (c+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $185.72.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Zacks highlighted Arista Networks as a strong growth stock, pointing to its appeal across growth and momentum screens and reinforcing the view that ANET remains a high-quality long-term compounder. Article Title
• Positive Sentiment: Another Zacks note said ANET is benefiting from AI infrastructure spending, with hyperscalers expanding networks and driving demand for next-generation Ethernet products, which supports the company’s growth outlook. Article Title
• Positive Sentiment: Wall Street remains constructive on Arista Networks, with multiple analysts reiterating Buy/Overweight ratings and lifting price targets, reflecting confidence in continued revenue and earnings growth.
• Positive Sentiment: Recent earnings were solid, with Arista beating EPS and revenue estimates and posting 35% year-over-year revenue growth, which continues to underpin bullish sentiment.
• Neutral Sentiment: Institutional ownership remains high, and several small new positions were reported, but these filings are unlikely to be a major near-term driver on their own.
• Negative Sentiment: Recent insider sales by CFO Chantelle Yvette Breithaupt, CEO Jayshree Ullal, and major shareholder Andreas Bechtolsheim may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans.

About Arista Networks

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.