Arista Networks, Inc. $ANET Shares Bought by Bfsg LLC

Bfsg LLC lifted its holdings in Arista Networks, Inc. (NYSE:ANET) by 187.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,987 shares of the technology company’s stock after purchasing an additional 7,165 shares during the period. Bfsg LLC’s holdings in Arista Networks were worth $1,601,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of ANET. Norges Bank purchased a new stake in Arista Networks in the 2nd quarter valued at $1,228,177,000. Nordea Investment Management AB grew its holdings in shares of Arista Networks by 193.3% in the second quarter. Nordea Investment Management AB now owns 7,065,054 shares of the technology company’s stock valued at $721,342,000 after purchasing an additional 4,656,021 shares in the last quarter. Holocene Advisors LP acquired a new position in Arista Networks during the 2nd quarter worth $247,451,000. Robeco Institutional Asset Management B.V. increased its position in shares of Arista Networks by 123.0% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 3,068,064 shares of the technology company’s stock valued at $313,894,000 after purchasing an additional 1,692,467 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in Arista Networks by 14.8% during the 2nd quarter. Schroder Investment Management Group now owns 10,494,124 shares of the technology company’s stock worth $1,073,654,000 after buying an additional 1,350,593 shares during the last quarter. 82.47% of the stock is currently owned by hedge funds and other institutional investors.

Arista Networks Trading Down 0.5%

ANET opened at $129.96 on Monday. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94. The firm has a market cap of $163.66 billion, a price-to-earnings ratio of 49.41, a PEG ratio of 2.18 and a beta of 1.41. The company has a fifty day simple moving average of $128.80 and a 200 day simple moving average of $133.11.

Arista Networks (NYSE:ANET) last posted its quarterly earnings data on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.03. Arista Networks had a return on equity of 30.28% and a net margin of 39.73%.The company had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.26 billion. During the same period in the previous year, the business earned $2.40 EPS. Arista Networks’s revenue for the quarter was up 27.5% compared to the same quarter last year. On average, analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Insider Activity at Arista Networks

In related news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the completion of the transaction, the chief executive officer owned 9,917 shares in the company, valued at $1,235,162.35. The trade was a 70.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Kenneth Duda sold 26,000 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total transaction of $3,202,160.00. Following the completion of the transaction, the insider owned 532,400 shares of the company’s stock, valued at $65,570,384. This represents a 4.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 160,464 shares of company stock worth $20,494,988 in the last ninety days. 3.39% of the stock is currently owned by corporate insiders.

Arista Networks News Roundup

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

• Positive Sentiment: Investor enthusiasm around AI networking: coverage highlights a recent price jump tied to rising demand for AI switches and an analyst upgrade — a near‑term bullish catalyst for revenue and multiple expansion. Arista Networks (ANET) Stock: 5% Jump Fueled by AI Switch Demand and Analyst Upgrade
• Positive Sentiment: Strategic positioning in AI infrastructure: analysis argues Arista is a key supplier of high‑speed, low‑latency networking as hyperscalers expand for generative AI, supporting durable demand for ANET products (though valuation vs. peers is noted). Is Arista Networks Winning AI Infra Race?
• Positive Sentiment: Pro‑stock signal from a public purchase: Senator John Boozman disclosed a purchase of ANET shares, which can be interpreted as a confidence signal to some investors. Sen. John Boozman Buys Arista Networks, Inc. (NYSE:ANET) Stock
• Neutral Sentiment: Earnings schedule set: Arista confirmed it will report Q4 2025 results on February 12, 2026 — a key near‑term catalyst that could drive volatility. Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026
• Neutral Sentiment: Earnings preview: market previews highlight what to watch in the upcoming report (revenue mix, gross margins, guidance and AI‑related bookings) — these items will likely dictate short‑term reaction. Earnings preview: What to expect from Arista Networks’ report
• Neutral Sentiment: Analyst commentary roundup: recent analyst notes are mixed but skew supportive; watch revisions to estimates ahead of the print. This is what analysts think about Arista Networks (ANET)
• Neutral Sentiment: Inclusion in thematic lists: coverage noting Arista as a woman‑run company pickup may broaden investor interest but is unlikely to move fundamentals materially. 4 Women-Run Company Stocks Building Durable Growth Stories
• Negative Sentiment: Insider selling: Representative Gilbert Ray Cisneros disclosed the sale of ANET shares — a potential negative signal to some market participants. Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Arista Networks, Inc. (NYSE:ANET)
• Negative Sentiment: Short‑term price weakness noted: coverage points out ANET has dipped more than the broader market in recent trading sessions, reflecting profit‑taking and sensitivity to growth/valuation concerns ahead of earnings. Arista Networks (ANET) dips more than broader market: What you should know

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. Zacks Research lowered Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. UBS Group reiterated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a research report on Wednesday, December 3rd. BNP Paribas Exane upgraded shares of Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 price target for the company in a research report on Thursday, September 25th. BNP Paribas upgraded Arista Networks from a “hold” rating to an “outperform” rating in a report on Thursday, September 25th. Finally, Barclays reiterated an “overweight” rating and issued a $183.00 price objective (up from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Eighteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $164.44.

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.