Commerzbank Aktiengesellschaft FI Raises Holdings in Arista Networks, Inc. $ANET

Commerzbank Aktiengesellschaft FI increased its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 433.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 58,631 shares of the technology company’s stock after acquiring an additional 47,636 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Arista Networks were worth $8,543,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of ANET. Walkner Condon Financial Advisors LLC increased its holdings in shares of Arista Networks by 0.4% during 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 purchasing an additional 70 shares in the last quarter. AdvisorNet Financial Inc boosted 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 buying an additional 72 shares in the last quarter. Crown Wealth Group LLC grew 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 buying an additional 75 shares during the period. Fragasso Financial Advisors Inc increased its holdings 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 buying an additional 76 shares in the last quarter. Finally, Stablepoint Partners LLC raised its position in shares of Arista Networks by 0.8% in the second quarter. Stablepoint Partners LLC now owns 9,406 shares of the technology company’s stock worth $962,000 after acquiring an additional 77 shares during the period. 82.47% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $133.79, for a total value of $1,070,320.00. Following the completion of the sale, the director owned 17,784 shares of the company’s stock, valued at approximately $2,379,321.36. This trade represents a 31.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jayshree Ullal sold 24,042 shares of Arista Networks stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total value of $2,994,431.10. Following the transaction, the chief executive officer owned 9,917 shares in the company, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 216,464 shares of company stock valued at $27,687,068 over the last ninety days. 3.39% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have recently commented on ANET. Morgan Stanley dropped their target price on Arista Networks from $171.00 to $159.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 17th. UBS Group restated a “buy” rating and issued a $155.00 price objective on shares of Arista Networks in a research report on Wednesday, December 3rd. Rosenblatt Securities reaffirmed a “neutral” rating and set a $140.00 target price on shares of Arista Networks in a research note on Monday, November 24th. Piper Sandler raised shares of Arista Networks from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $145.00 to $159.00 in a research note on Monday, January 5th. Finally, Barclays restated an “overweight” rating and set a $183.00 price objective (up from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Seventeen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Arista Networks currently has an average rating of “Moderate Buy” and a consensus price target of $164.44.

Key Arista Networks News

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

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target (to $159), citing a “year of refresh” as hyperscalers shift capex from chips to network infrastructure (800G/1.6T adoption). The upgrade reinforces the consensus Buy posture and is being cited as a primary reason for recent upside momentum. Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?
• Neutral Sentiment: ANET posted a strong short-term move (a high-volume rally noted by Zacks), which signals investor interest and liquidity — but Zacks warns that recent earnings estimate revision trends may not sustain the move without confirmatory earnings/capex data. Momentum is present, but fundamentals and guidance will need to follow. Arista Networks (ANET) Moves 8.7% Higher: Will This Strength Last?
• Neutral Sentiment: General sector coverage highlights cloud and AI infrastructure as themes investors can use for exposure; this is background tailwind for Arista but not company-specific news that directly moves the stock. Treat as thematic support rather than a catalyst. Seeking Cloud Exposure? Use This Tool
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda sold shares in recent January transactions (two filings totalling ~56,000 shares at about $128.43 each). Insider sales can raise short-term caution among investors, especially given Arista’s customer concentration and high valuation. SEC Filing — Insider Sales

Arista Networks Stock Down 1.5%

Arista Networks stock opened at $136.30 on Friday. The company has a fifty day simple moving average of $128.62 and a 200-day simple moving average of $133.92. The firm has a market capitalization of $171.64 billion, a price-to-earnings ratio of 51.82, a PEG ratio of 2.29 and a beta of 1.41. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share for the quarter, topping analysts’ consensus estimates of $0.72 by $0.03. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The firm had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. During the same period in the previous year, the business posted $2.40 earnings per share. Arista Networks’s quarterly revenue was up 27.5% on a year-over-year basis. On average, research analysts anticipate 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.