Phoenix Financial Ltd. Purchases 4,466 Shares of Arista Networks, Inc. $ANET

Phoenix Financial Ltd. increased its position in shares of Arista Networks, Inc. (NYSE:ANET) by 30.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,347 shares of the technology company’s stock after purchasing an additional 4,466 shares during the quarter. Phoenix Financial Ltd.’s holdings in Arista Networks were worth $2,534,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of ANET. Brighton Jones LLC lifted its position in Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after purchasing an additional 5,955 shares during the period. Revolve Wealth Partners LLC bought a new stake in Arista Networks during the fourth quarter worth about $202,000. Bison Wealth LLC bought a new stake in Arista Networks during the fourth quarter worth about $251,000. Sivia Capital Partners LLC lifted its position 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 worth $1,097,000 after purchasing an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL raised its stake 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 worth $429,000 after acquiring an additional 1,000 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

More Arista Networks News

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

• Positive Sentiment: Reuters-based 13-F filings show institutional investors added to or started positions in major AI infrastructure names, including Arista Networks, signaling continued professional buying interest in the company’s long-term AI networking story. Institutional investors boosted holdings of AI infrastructure plays during first quarter
• Positive Sentiment: Raymond James upgraded Arista to Outperform, citing share gains in AI-backend and campus networking, plus demand from major customers such as Meta Platforms and Microsoft. Arista upgraded to outperform as it gains share in AI-backend and campus: Raymond James
• Positive Sentiment: Truist said Arista’s post-earnings pullback may be an attractive buying opportunity, keeping the name on bullish watch lists as investors weigh strong underlying demand against near-term volatility. Truist Views Arista Networks (ANET)’s Post-Q1 Sell-Off As An Attractive Buying Opportunity
• Neutral Sentiment: Several recent articles compare Arista with other AI-related stocks and question whether the rally has already priced in much of the upside, which may be adding to investor caution after a strong multi-year run. Is It Too Late To Consider Arista Networks (ANET) After Strong Multi Year Share Gains?
• Neutral Sentiment: Other coverage notes Arista’s AI demand remains strong, but supply-chain constraints and margin pressure could limit near-term upside even as revenue guidance stays solid. AI-Fueled Demand Amid Supply Strains Might Change The Case For Investing In Arista Networks (ANET)
• Negative Sentiment: One analyst-style comparison argued Jabil looks stronger than Arista on valuation and AI data-center exposure, reflecting some relative-value skepticism toward ANET. Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

Insider Activity at Arista Networks

In other news, CEO Jayshree Ullal sold 428,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total value of $75,944,320.00. Following the completion of the transaction, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. This represents a 7.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at $1,740,600.64. This represents a 71.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,502,729 shares of company stock valued at $246,707,719 in the last ninety days. 3.39% of the stock is currently owned by insiders.

Arista Networks Price Performance

Arista Networks stock opened at $141.98 on Friday. The business has a 50 day moving average of $144.57 and a 200-day moving average of $137.64. Arista Networks, Inc. has a 1 year low of $83.86 and a 1 year high of $179.80. The company has a market capitalization of $178.78 billion, a P/E ratio of 48.62, a P/E/G ratio of 2.28 and a beta of 1.67.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a return on equity of 30.10% and a net margin of 38.32%.The company had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the firm posted $0.65 earnings per share. The firm’s revenue was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. Equities analysts anticipate that Arista Networks, Inc. will post 3.26 EPS for the current year.

Analyst Ratings Changes

Several research analysts have commented on the company. KeyCorp reissued an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Weiss Ratings downgraded Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 1st. Rosenblatt Securities boosted their target price on Arista Networks from $180.00 to $210.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Truist Financial set a $175.00 target price on Arista Networks in a research note on Wednesday, May 6th. Finally, Raymond James Financial raised Arista Networks from a “market perform” rating to an “outperform” rating and set a $164.00 target price for the company in a research note on Friday. Three research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Arista Networks currently has a consensus rating of “Buy” and an average price target of $181.84.

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.