Spire Wealth Management boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 6.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 90,468 shares of the technology company’s stock after purchasing an additional 5,818 shares during the period. Spire Wealth Management’s holdings in Arista Networks were worth $11,854,000 at the end of the most recent quarter.
A number of other large investors have also recently modified their holdings of ANET. Norges Bank bought a new stake in shares of Arista Networks during the 2nd quarter worth $1,228,177,000. Massachusetts Financial Services Co. MA grew its position in Arista Networks by 2,829.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 5,721,156 shares of the technology company’s stock valued at $833,630,000 after acquiring an additional 5,525,828 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in Arista Networks by 82.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company’s stock valued at $1,396,939,000 after acquiring an additional 4,332,659 shares during the last quarter. Holocene Advisors LP acquired a new position in Arista Networks during the second quarter worth about $247,451,000. Finally, Schroder Investment Management Group raised its stake in Arista Networks by 14.8% during the second quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock worth $1,073,654,000 after acquiring an additional 1,350,593 shares in the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.
Analyst Ratings Changes
ANET has been the topic of a number of research analyst reports. TD Cowen started coverage on shares of Arista Networks in a research note on Thursday, March 12th. They issued a “buy” rating and a $170.00 price target on the stock. KeyCorp reiterated an “overweight” rating and set a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. 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 note on Tuesday, February 10th. The Goldman Sachs Group restated 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. Finally, Needham & Company LLC boosted their target price 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. 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.47.
More Arista Networks News
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 Price Performance
Arista Networks stock opened at $120.96 on Friday. The business has a 50 day moving average of $135.49 and a 200-day moving average of $136.87. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94. The company has a market capitalization of $151.99 billion, a P/E ratio of 43.83, a P/E/G ratio of 2.14 and a beta of 1.46.
Arista Networks (NYSE:ANET – Get Free Report) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. During the same period last year, the company earned $0.66 EPS. The firm’s revenue was up 28.9% compared to the same quarter last year. Equities analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current year.
Insider Activity
In other news, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60. Following the transaction, the director owned 12,574 shares in the company, valued at approximately $1,665,300.56. The trade was a 12.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,740,600.64. This represents a 71.15% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 199,632 shares of company stock valued at $26,936,324. Insiders own 3.39% of the company’s stock.
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.
See Also
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