Tempo Wealth LLC Invests $499,000 in Arista Networks, Inc. $ANET

Tempo Wealth LLC acquired a new stake in shares of Arista Networks, Inc. (NYSE:ANET) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,811 shares of the technology company’s stock, valued at approximately $499,000.

A number of other large investors have also modified their holdings of ANET. Brighton Jones LLC raised its stake in shares of Arista Networks by 321.7% in the 4th 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 in the last quarter. Revolve Wealth Partners LLC bought a new stake in Arista Networks in the fourth quarter valued at about $202,000. Bison Wealth LLC acquired a new position in Arista Networks in the fourth quarter worth about $251,000. Sivia Capital Partners LLC raised its position in Arista Networks by 48.4% in 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 in the last quarter. Finally, Gamco Investors INC. ET AL lifted 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 purchasing an additional 1,000 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

More Arista Networks News

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating on Arista Networks with a $175 price target, following discussions with management that reinforced confidence in the company’s growth outlook. Wolfe Research Reaffirms Bullish View on Arista Networks (ANET) With $175 Price Target
• Positive Sentiment: KeyBanc’s bullish stance highlights Arista as a beneficiary of strong AI-related networking demand, which supports the company’s long-term data center growth story. Arista sees bullish views at KeyBanc on AI demand
• Positive Sentiment: Recent coverage continues to frame Arista as a key player in AI infrastructure and data center switching, keeping investor interest elevated in the stock. Why Is Arista Networks Driving S&P 500 AI Infrastructure Growth?
• Neutral Sentiment: Nvidia taking the top spot in the data center Ethernet switching market underscores how competitive the AI networking space has become, though it also reinforces the size of the market Arista is targeting. Nvidia Overtakes Rivals in Data Center Switching Market
• Neutral Sentiment: Arista remains in focus after a strong multi-month run, with some commentary asking whether the stock has already priced in much of the good news. Arista Networks (ANET) Stock After 87% Annual Gain Is It Time To Pause?
• Negative Sentiment: Major shareholder Andreas Bechtolsheim sold 260,000 shares in a pre-arranged Rule 10b5-1 transaction, which may create modest pressure on sentiment even though the sale was small relative to his holdings. SEC filing for Andreas Bechtolsheim transaction
• Negative Sentiment: Recent market coverage noted that ANET declined more than the broader market, suggesting some short-term profit-taking after its powerful run. Arista Networks (ANET) Declines More Than Market: Some Information for Investors

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on ANET. Susquehanna raised Arista Networks to a “strong-buy” rating in a report on Wednesday, April 1st. Deutsche Bank Aktiengesellschaft raised Arista Networks to a “buy” rating in a research note on Wednesday, June 10th. Barclays reiterated an “overweight” rating and set a $195.00 price objective (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. JPMorgan Chase & Co. lifted their price objective on Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Finally, Zacks Research downgraded shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $187.63.

Insider Activity

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 260,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $165.57, for a total transaction of $43,048,200.00. Following the sale, the insider owned 182,543,048 shares of the company’s stock, valued at $30,223,652,457.36. This represents a 0.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the firm’s stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the sale, the chief executive officer owned 5,209,207 shares of the company’s stock, valued at $924,321,690.08. The trade was a 7.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 2,603,747 shares of company stock worth $423,901,619. 2.70% of the stock is owned by corporate insiders.

Arista Networks Price Performance

ANET stock opened at $169.84 on Friday. The business has a fifty day moving average price of $157.61 and a 200 day moving average price of $141.24. Arista Networks, Inc. has a fifty-two week low of $85.58 and a fifty-two week high of $179.80. The stock has a market capitalization of $213.86 billion, a price-to-earnings ratio of 58.16, a P/E/G ratio of 2.54 and a beta of 1.61.

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

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.