Jayshree Ullal Sells 573,509 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks, Inc. (NYSE:ANET - Get Free Report) CEO Jayshree Ullal sold 573,509 shares of Arista Networks stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $208.13, for a total value of $119,364,428.17. Following the completion of the sale, the chief executive officer owned 25,000 shares in the company, valued at approximately $5,203,250. The trade was a 95.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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Jayshree Ullal also recently made the following trade(s):

• On Wednesday, August 5th, Jayshree Ullal sold 331,434 shares of Arista Networks stock. The shares were sold at an average price of $201.22, for a total value of $66,691,149.48.
• On Wednesday, August 5th, Jayshree Ullal sold 1,032 shares of Arista Networks stock. The shares were sold at an average price of $201.24, for a total value of $207,679.68.
• On Wednesday, August 5th, Jayshree Ullal sold 767,029 shares of Arista Networks stock. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38.
• On Friday, July 10th, Jayshree Ullal sold 234,578 shares of Arista Networks stock. The stock was sold at an average price of $187.18, for a total value of $43,908,310.04.
• On Thursday, July 9th, Jayshree Ullal sold 242,422 shares of Arista Networks stock. The stock was sold at an average price of $188.17, for a total value of $45,616,547.74.
• On Tuesday, May 26th, Jayshree Ullal sold 13,809 shares of Arista Networks stock. The stock was sold at an average price of $155.04, for a total value of $2,140,947.36.

Arista Networks Stock Performance

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NYSE ANET opened at $198.91 on Friday. The business has a fifty day moving average price of $174.08 and a 200 day moving average price of $154.72. The company has a market cap of $250.87 billion, a P/E ratio of 62.75, a P/E/G ratio of 2.11 and a beta of 1.60. Arista Networks, Inc. has a one year low of $114.52 and a one year high of $214.89.

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Arista Networks (NYSE:ANET - Get Free Report) last announced its earnings results on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, topping 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 company had revenue of $3.04 billion for the quarter, compared to analysts' expectations of $2.83 billion. During the same quarter in the previous year, the company posted $0.73 EPS. The firm's quarterly 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. As a group, sell-side analysts predict that Arista Networks, Inc. will post 3.7 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Needham & Company LLC reaffirmed a "buy" rating and set a $260.00 price objective (up from $200.00) on shares of Arista Networks in a research note on Wednesday, August 5th. Morgan Stanley reissued an "overweight" rating and issued a $220.00 target price (up from $190.00) on shares of Arista Networks in a research note on Wednesday, August 5th. UBS Group restated a "buy" rating and set a $259.00 target price (up from $187.00) on shares of Arista Networks in a report on Wednesday, August 5th. Piper Sandler restated an "overweight" rating and issued a $240.00 price target (up from $181.00) on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, TD Cowen increased their price target on Arista Networks from $210.00 to $250.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Arista Networks currently has an average rating of "Buy" and an average target price of $226.05.

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Get Our Latest Report on ANET

Key Arista Networks News

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

• Positive Sentiment: Arista remains a key beneficiary of expanding artificial-intelligence infrastructure spending. A comparison with Celestica highlights both companies’ growing roles in AI networking, computing and data-center buildouts. Arista’s latest quarter also showed strong momentum, with revenue rising 37.7% year over year and earnings exceeding analyst expectations. CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
• Positive Sentiment: CNBC commentator Jim Cramer continues to favor Arista and has described the company and CEO Jayshree Ullal as difficult competitors to bet against. The endorsement reinforces Arista’s reputation as a leading AI-networking investment, although it is sentiment-driven rather than a new fundamental catalyst. Jim Cramer Said Arista Networks, Inc. and Snowflake Inc. Were Worth It
• Neutral Sentiment: An options strategy discussed for ANET would generate income while capping upside at a price above the current level. The strategy reflects elevated investor interest and volatility but does not change Arista’s business outlook. Get Paid 18% a Year To Cap Your ANET Stock At 21% Higher
• Negative Sentiment: CEO Jayshree Ullal sold 573,509 shares worth approximately $119.4 million, reducing her direct ownership by 95.82% to 25,000 shares. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which reduces its significance as a discretionary bearish signal, but the size of the sale can still weigh on sentiment. SEC insider-trading filing
• Negative Sentiment: A valuation analysis argues that Arista’s shares are priced for peak profitability. With the stock trading at a historically elevated multiple and margins near the upper end of their range, investors may be concerned that future upside requires continued exceptional growth and profitability. Arista Networks Stock Is Priced For Its Peak Margin

Institutional Investors Weigh In On Arista Networks

A number of hedge funds have recently modified their holdings of the company. Cura Wealth Advisors LLC raised its stake in Arista Networks by 3.1% during the second quarter. Cura Wealth Advisors LLC now owns 1,748 shares of the technology company's stock worth $297,000 after purchasing an additional 52 shares during the period. Madison Wealth Partners Inc boosted its holdings in Arista Networks by 2.8% in the 2nd quarter. Madison Wealth Partners Inc now owns 2,179 shares of the technology company's stock valued at $370,000 after purchasing an additional 60 shares during the last quarter. Intrua Financial LLC grew its stake in shares of Arista Networks by 2.7% in the 1st quarter. Intrua Financial LLC now owns 2,307 shares of the technology company's stock valued at $283,000 after buying an additional 61 shares during the period. Shepherd Financial Partners LLC grew its stake in shares of Arista Networks by 1.2% in the 2nd quarter. Shepherd Financial Partners LLC now owns 5,403 shares of the technology company's stock valued at $918,000 after buying an additional 66 shares during the period. Finally, NBT Bank N A NY increased its holdings in shares of Arista Networks by 37.2% during the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company's stock worth $30,000 after buying an additional 67 shares during the last quarter. Hedge funds and other 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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