Harel Insurance Investments & Financial Services Ltd. Sells 4,081 Shares of Arista Networks, Inc. $ANET

Harel Insurance Investments & Financial Services Ltd. decreased its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 26.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,440 shares of the technology company’s stock after selling 4,081 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Arista Networks were worth $1,663,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Walkner Condon Financial Advisors LLC grew its holdings in shares of Arista Networks by 0.4% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock valued at $2,697,000 after acquiring an additional 70 shares in the last quarter. AdvisorNet Financial Inc raised its holdings in Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after acquiring an additional 72 shares in the last quarter. Crown Wealth Group LLC boosted its position in Arista Networks by 2.4% during the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after purchasing an additional 75 shares during the last quarter. Fragasso Financial Advisors Inc grew its stake in Arista Networks by 1.8% in the third quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock valued at $616,000 after purchasing an additional 76 shares in the last quarter. Finally, Stablepoint Partners LLC increased its position in shares of Arista Networks by 0.8% during the 2nd quarter. Stablepoint Partners LLC now owns 9,406 shares of the technology company’s stock worth $962,000 after purchasing an additional 77 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Arista Networks

In related news, Director Kelly Bodnar Battles sold 422 shares of Arista Networks stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $117.15, for a total transaction of $49,437.30. Following the completion of the sale, the director directly owned 8,980 shares of the company’s stock, valued at approximately $1,052,007. This trade represents a 4.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the completion of the transaction, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. This represents a 70.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 160,464 shares of company stock valued at $20,494,988. 3.39% of the stock is currently owned by company 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

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on ANET shares. Erste Group Bank cut shares of Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. BNP Paribas Exane raised shares of Arista Networks from a “neutral” rating to an “outperform” rating and set a $172.00 price objective for the company in a research report on Thursday, September 25th. Morgan Stanley lowered their price objective on shares of Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Finally, Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $145.00 to $159.00 in a report on Monday, January 5th. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $164.44.

Arista Networks Stock Performance

NYSE ANET opened at $129.96 on Monday. The stock has a market cap of $163.66 billion, a PE ratio of 49.41, a P/E/G ratio of 2.18 and a beta of 1.41. The firm has a 50-day moving average of $128.80 and a 200-day moving average of $133.11. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.03. The firm had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.26 billion. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The business’s revenue was up 27.5% on a year-over-year basis. During the same period in the prior year, the firm earned $2.40 EPS. As a group, analysts predict that Arista Networks, Inc. will post 2.2 EPS for the current fiscal year.

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.