Dec 31, 2025 • MarketBeat
BULLISH
Marietta Wealth Management LLC Makes New $3.43 Million Investment in Arista Networks, Inc. $ANET
Marietta Wealth Management LLC has made a new $3.43 million investment in Arista Networks, Inc. by purchasing 23,564 shares in the third quarter. Despite significant insider selling totaling $27.4 million over the last 90 days, analysts maintain a "Moderate Buy" rating for ANET with a consensus price target of $163.56. The company recently surpassed quarterly EPS and revenue expectations, showing a 27.5% year-over-year revenue increase.
Dec 31, 2025 • MarketBeat
BULLISH
Lee Johnson Capital Management LLC Takes $1.40 Million Position in Arista Networks, Inc. $ANET
Lee Johnson Capital Management LLC has acquired a new stake of 9,596 shares in Arista Networks, Inc. (NYSE:ANET) valued at approximately $1.40 million during the third quarter. While institutional investors own about 82.47% of the company, insiders have recently been net sellers. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $163.56 for Arista Networks.
Dec 31, 2025 • MarketBeat
NEUTRAL
VIRGINIA RETIREMENT SYSTEMS ET Al Reduces Stock Position in Arista Networks, Inc. $ANET
VIRGINIA RETIREMENT SYSTEMS ET Al significantly reduced its stake in Arista Networks by 15.8% in Q3, selling 93,192 shares but still retaining a substantial holding valued at $72.56 million. This reduction comes amid other insider selling and institutional investment adjustments, though overall institutional ownership remains high at 82.47%. Arista Networks continues to show strong financial performance, beating Q3 earnings estimates with a consensus "Moderate Buy" analyst rating.
Dec 31, 2025 • MarketBeat
NEUTRAL
Generate Investment Management Ltd Trims Stock Holdings in Arista Networks, Inc. $ANET
Generate Investment Management Ltd significantly reduced its stake in Arista Networks (NYSE:ANET) by 60.4% in Q3, selling 56,652 shares, though it still holds 37,119 shares valued at $5.41 million. This comes as company insiders, including CEO Jayshree Ullal, have also been substantial sellers, disposing of over 208,000 shares worth approximately $27.42 million. Despite this, Arista Networks reported strong Q3 earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with a target price of $163.56.
Dec 31, 2025 • MarketBeat
NEUTRAL
Calamos Advisors LLC Lowers Position in Arista Networks, Inc. $ANET
Calamos Advisors LLC reduced its stake in Arista Networks by 26.9% in Q3, selling 86,984 shares and retaining 236,832 shares worth about $34.5 million. Corporate insiders have been net sellers recently, including CEO Jayshree Ullal, who sold 24,042 shares. Despite this, analysts maintain a "Moderate Buy" consensus rating with a $163.56 price target, following Arista's Q3 EPS and revenue beat.
Dec 31, 2025 • MarketBeat
BULLISH
Allspring Global Investments Holdings LLC Purchases 432,653 Shares of Arista Networks, Inc. $ANET
Allspring Global Investments Holdings LLC increased its stake in Arista Networks (NYSE:ANET) by 24.3%, acquiring an additional 432,653 shares to own a total of 2,212,459 shares valued at approximately $330.3 million. Despite positive analyst sentiment with a "Moderate Buy" rating and a consensus price target of $163.56, corporate insiders have been net sellers, offloading 208,464 shares worth $27.42 million in the last three months. Institutional investors collectively own about 82.47% of the company's stock, while insiders hold around 3.54%.