Key Points
- Arista Networks director Yvonne Wassenaar sold 971 shares on May 20 at an average price of $140.93, totaling about $136,843. The sale was made under a pre-arranged Rule 10b5-1 trading plan.
- After the transaction, Wassenaar still held 9,784 shares valued at roughly $1.38 million, representing a 9.03% reduction in her stake. The article also notes she sold additional Arista shares in April, March, and February.
- Despite the insider sale, Arista reported better-than-expected Q1 earnings, with EPS of $0.87 versus $0.81 expected and revenue of $2.71 billion, up 35.1% year over year. Analysts remain generally upbeat, with a consensus Buy rating and an average price target of $181.84.
Arista Networks, Inc. (NYSE:ANET - Get Free Report) Director Yvonne Wassenaar sold 971 shares of the firm's stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $140.93, for a total transaction of $136,843.03. Following the sale, the director owned 9,784 shares of the company's stock, valued at approximately $1,378,859.12. This represents a 9.03% 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.
Yvonne Wassenaar also recently made the following trade(s):
- On Wednesday, April 15th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $153.07, for a total transaction of $213,532.65.
- On Monday, March 16th, Yvonne Wassenaar sold 1,395 shares of Arista Networks stock. The shares were sold at an average price of $134.34, for a total transaction of $187,404.30.
- On Wednesday, February 25th, Yvonne Wassenaar sold 1,815 shares of Arista Networks stock. The shares were sold at an average price of $132.44, for a total transaction of $240,378.60.
Arista Networks Stock Performance
NYSE:ANET opened at $153.92 on Friday. The firm has a market cap of $193.82 billion, a P/E ratio of 52.71, a P/E/G ratio of 2.28 and a beta of 1.67. Arista Networks, Inc. has a fifty-two week low of $83.86 and a fifty-two week high of $179.80. The firm has a 50-day simple moving average of $145.35 and a two-hundred day simple moving average of $137.18.
Arista Networks (NYSE:ANET - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 earnings per share for the quarter, beating analysts' consensus estimates of $0.81 by $0.06. The business had revenue of $2.71 billion during the quarter, compared to analyst estimates of $2.62 billion. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. Arista Networks's revenue was up 35.1% compared to the same quarter last year. During the same period last year, the business earned $0.65 EPS. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. On average, equities research analysts predict that Arista Networks, Inc. will post 3.28 EPS for the current year.
Key Headlines Impacting Arista Networks
Here are the key news stories impacting Arista Networks this week:
- Positive Sentiment: Arista was highlighted for strong cash flow growth, with operating cash flow reaching $1.69 billion in Q1 2026, reinforcing confidence in the durability of its AI and cloud networking demand. Article Title
- Positive Sentiment: The company was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise wired and wireless LAN, and it unveiled new campus networking hardware plus an upgraded AIOps platform, broadening its growth opportunity beyond data centers. Article Title
- Positive Sentiment: Arista continues to be featured by analysts and market commentary as a key “pick-and-shovel” AI stock and one of the cloud-computing names benefiting from hyperscaler AI buildouts. Article Title
- Neutral Sentiment: Several articles repeated that Arista has strong profitability and upside potential, but these were largely recap-style mentions rather than new fundamental catalysts. Article Title
- Negative Sentiment: One recent headline focused on “margin anxiety” around the stock, suggesting some investors still worry about profitability pressure even amid strong growth. Article Title
Analysts Set New Price Targets
A number of analysts have recently commented on ANET shares. Piper Sandler reiterated an "overweight" rating and issued a $181.00 price target (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Zacks Research lowered shares of Arista Networks from a "strong-buy" rating to a "hold" rating in a research note on Thursday, May 14th. Wells Fargo & Company lifted their price target on shares of Arista Networks from $175.00 to $185.00 and gave the stock an "overweight" rating in a research note on Friday, February 13th. Barclays reiterated an "overweight" rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research note on Thursday, May 7th. Finally, Evercore reiterated an "outperform" rating and issued a $200.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, Arista Networks has a consensus rating of "Buy" and an average price target of $181.84.
Read Our Latest Analysis on Arista Networks
Institutional Trading of Arista Networks
Large investors have recently added to or reduced their stakes in the business. Knuff & Co LLC bought a new stake in Arista Networks during the third quarter valued at approximately $29,000. Board of the Pension Protection Fund bought a new stake in Arista Networks during the fourth quarter valued at approximately $26,000. Sankala Group LLC bought a new stake in Arista Networks during the fourth quarter valued at approximately $27,000. Prosperity Bancshares Inc bought a new stake in Arista Networks during the fourth quarter valued at approximately $28,000. Finally, Main Street Group LTD bought a new stake in Arista Networks during the first quarter valued at approximately $26,000. 82.47% of the stock is currently owned by institutional investors.
Arista Networks Company Profile
(
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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