Benjamin Edwards Inc. Raises Stock Position in Arista Networks, Inc. $ANET

Benjamin Edwards Inc. increased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 9.3% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 45,991 shares of the technology company’s stock after acquiring an additional 3,899 shares during the period. Benjamin Edwards Inc.’s holdings in Arista Networks were worth $7,812,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Arista Networks by 321.7% during 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 during the last quarter. Revolve Wealth Partners LLC bought a new stake in shares of Arista Networks during the 4th quarter valued at about $202,000. Bison Wealth LLC bought a new position in Arista Networks in the fourth quarter worth about $251,000. Sivia Capital Partners LLC boosted its stake 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 valued at $1,097,000 after acquiring an additional 3,496 shares during the period. Finally, Gamco Investors INC. ET AL grew its holdings in shares of 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 purchasing an additional 1,000 shares during the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Arista Networks Trading Up 0.1%

Arista Networks stock opened at $195.59 on Monday. Arista Networks, Inc. has a 52 week low of $114.52 and a 52 week high of $214.89. The stock has a market cap of $246.68 billion, a price-to-earnings ratio of 61.70, a PEG ratio of 2.02 and a beta of 1.60. The company’s 50-day moving average price is $180.28 and its two-hundred day moving average price is $158.51.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.13. Arista Networks had a net margin of 38.37% and a return on equity of 30.65%. The business had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.83 billion. During the same period last year, the firm posted $0.73 earnings per share. The business’s revenue was up 37.7% on a year-over-year basis. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. Research analysts expect that Arista Networks, Inc. will post 3.7 earnings per share for the current fiscal year.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
• Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
• Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk

Insider Transactions at Arista Networks

In related news, CEO Jayshree Ullal sold 13,809 shares of Arista Networks stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the transaction, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at $1,901,981.43. The trade was a 58.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Andreas Bechtolsheim sold 111,848 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $192.75, for a total transaction of $21,558,702.00. Following the completion of the sale, the insider owned 109,833 shares in the company, valued at approximately $21,170,310.75. This trade represents a 50.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,942,082 shares of company stock worth $739,707,376 over the last 90 days. 2.70% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently issued reports on ANET shares. Weiss Ratings lowered Arista Networks from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 12th. Erste Group Bank raised shares of Arista Networks from a “hold” rating to a “buy” rating in a report on Wednesday, July 15th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $225.00 price objective on shares of Arista Networks in a report on Wednesday, August 5th. Wolfe Research reiterated an “outperform” rating and issued a $175.00 price objective on shares of Arista Networks in a research report on Wednesday, June 10th. Finally, Bank of America restated a “buy” rating and issued a $240.00 target price (up from $200.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $226.05.

Arista Networks 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.