Yvonne Wassenaar Sells 1,815 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET - Get Free Report) Director Yvonne Wassenaar sold 1,815 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the transaction, the director directly owned 12,574 shares in the company, valued at approximately $1,665,300.56. This represents a 12.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

Arista Networks Stock Up 2.4%

• Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?

Arista Networks stock opened at $133.32 on Friday. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The company has a market cap of $167.52 billion, a P/E ratio of 48.30, a P/E/G ratio of 2.31 and a beta of 1.42. The business has a 50-day simple moving average of $134.35 and a two-hundred day simple moving average of $137.36.

Arista Networks (NYSE:ANET - Get Free Report) last announced its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating 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 company had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period in the previous year, the business posted $0.66 earnings per share. The firm's quarterly revenue was up 28.9% compared to the same quarter last year. Research analysts anticipate that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

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• 3 Stocks With Analyst Revisions That Could Drive Earnings Surprises

A number of brokerages have commented on ANET. Weiss Ratings restated a "hold (c+)" rating on shares of Arista Networks in a research report on Monday, December 29th. Morgan Stanley reiterated an "overweight" rating and set a $165.00 price objective on shares of Arista Networks in a research note on Friday, February 13th. Wells Fargo & Company increased their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. Rosenblatt Securities lifted their price target on shares of Arista Networks from $140.00 to $165.00 and gave the company a "neutral" rating in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group reiterated a "buy" rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $176.88.

Check Out Our Latest Research Report on ANET

More Arista Networks News

• 3 AI and Cloud Stocks With Analyst Conviction and Long Runways

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

• Positive Sentiment: Wall Street remains broadly bullish as Arista has meaningfully outperformed the S&P 500 over the past year, supporting buy-side conviction in its multi‑year growth runway. Is Arista Networks’ Stock Outperforming the S&P 500?
• Positive Sentiment: One analyst sees >50% upside as accelerating AI data‑center demand and Arista’s execution (switching, Ethernet for AI fabrics) could drive another leg of growth. This bullish note can attract momentum buyers. Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year
• Positive Sentiment: Arista 2.0 strategy (AI focus, SaaS offers and a 150M port deployment milestone) is gaining traction — supports upside potential from higher‑margin software and recurring‑revenue mix improvements. Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?
• Positive Sentiment: Recent quarterly results beat expectations and management raised AI revenue guidance for FY‑2026, reinforcing Arista’s role in next‑gen cloud and AI infrastructure — a core fundamental support for the rally. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Neutral Sentiment: Company presentation at Bernstein Insights provides incremental color on strategy and roadmap (helpful for investors, but not an immediate catalyst). Arista Networks, Inc. (ANET) Presents at Bernstein Insights
• Negative Sentiment: Despite the beat and guidance lift, the stock previously pulled back (~5%) as some investors rotated out on valuation concerns and to lock gains — this dynamic can cause volatility even with positive fundamentals. Arista Networks (ANET) Is Down 5.1% After Raising 2026 AI Revenue Outlook And Beating Q4 Estimates – Has The Bull Case Changed?
• Negative Sentiment: Insider selling: a director sold 422 shares (~$54k) last week — a small position change but sometimes cited by traders as a near‑term weak signal. Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles Sells 422 Shares

Hedge Funds Weigh In On Arista Networks

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. BDFS Capital LLC purchased a new stake in Arista Networks in the 4th quarter worth $572,000. Tempo Wealth LLC bought a new stake in shares of Arista Networks in the fourth quarter worth about $499,000. MidFirst Bank purchased a new stake in shares of Arista Networks in the fourth quarter worth about $363,000. SG Trading Solutions LLC bought a new position in Arista Networks during the fourth quarter valued at approximately $1,250,000. Finally, Pacer Advisors Inc. boosted its stake in Arista Networks by 11.6% during the fourth quarter. Pacer Advisors Inc. now owns 583,521 shares of the technology company's stock valued at $76,459,000 after buying an additional 60,516 shares during the last quarter. Institutional investors own 82.47% of the company's stock.

About Arista Networks

(Get Free Report)

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.

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