Caisse Des Depots ET Consignations Takes $2.98 Million Position in Arista Networks, Inc. $ANET

Caisse Des Depots ET Consignations bought a new position in Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 20,425 shares of the technology company’s stock, valued at approximately $2,976,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ANET. Vanguard Group Inc. raised its holdings in shares of Arista Networks by 1.2% during the 2nd quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock worth $10,127,984,000 after acquiring an additional 1,136,167 shares in the last quarter. Cresset Asset Management LLC increased its position in Arista Networks by 1.0% in the second quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock worth $2,698,362,000 after purchasing an additional 263,272 shares during the last quarter. Geode Capital Management LLC raised its stake in Arista Networks by 0.5% during the second quarter. Geode Capital Management LLC now owns 25,576,483 shares of the technology company’s stock valued at $2,606,694,000 after purchasing an additional 128,977 shares in the last quarter. Norges Bank bought a new position in Arista Networks during the second quarter valued at $1,228,177,000. Finally, Schroder Investment Management Group grew its stake in shares of Arista Networks by 14.8% in 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 in the last quarter. 82.47% of the stock is owned by institutional investors.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Analysts are broadly upbeat ahead of fiscal Q4 results, forecasting roughly mid-teens earnings growth — a view that supports upside if Arista posts solid guidance. Arista Networks Q4 preview: Analysts bullish ahead of results as earnings seen rising 17%
• Positive Sentiment: Recent analyst commentary compiled by outlets shows continued strong sentiment heading into Q4 results, reinforcing expectations that guidance and AI/datacenter demand remain the key catalysts. Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results
• Positive Sentiment: Rosenblatt raised its price target from $140 to $165 (still a “neutral” rating), implying notable upside potential from current levels — this lift in Street targets can support the stock if earnings meet expectations. Benzinga
• Positive Sentiment: An upgrade from a ratings source highlighted Arista as a leader in networking ahead of Q4 results, which can buoy sentiment if the company reaffirms AI-driven demand trends. Arista Networks No. 1 in its industry; gets rating upgrade with Q4 earnings due Thursday
• Positive Sentiment: Increased options activity: about 44,291 call contracts traded (≈74% above typical call volume), signaling short-term speculative bullish bets that could amplify moves ahead of earnings or news.
• Positive Sentiment: Inclusion on lists of top cloud/computing stocks (alongside GOOGL, MSFT, IBM) highlights Arista’s role in digital transformation themes that attract longer-term investors. Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
• Neutral Sentiment: Coverage noted Arista’s growth tie to AI data centers but flagged new execution and macro risks tied to AI cycles and competitive dynamics — this is a mixed signal that could generate volatility depending on earnings tone. Arista Networks Ties Growth To AI Data Centers Amid New Risks

Insider Transactions at Arista Networks

In other news, CEO Jayshree Ullal sold 24,042 shares of the firm’s stock in a transaction 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 transaction, the chief executive officer owned 9,917 shares in the company, valued at approximately $1,235,162.35. This trade represents a 70.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Kenneth Duda sold 26,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $128.43, for a total transaction of $3,339,180.00. Following the completion of the sale, the insider directly owned 522,400 shares of the company’s stock, valued at approximately $67,091,832. This trade represents a 4.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 216,464 shares of company stock valued at $27,553,548. Company insiders own 3.39% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on ANET. Erste Group Bank cut shares of Arista Networks from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Rosenblatt Securities upped their price objective on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research report on Tuesday. Morgan Stanley lowered their price objective on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Barclays reissued an “overweight” rating and set a $183.00 target price (up previously from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Finally, Piper Sandler upgraded Arista Networks from a “neutral” rating to an “overweight” rating and increased their price target for the company from $145.00 to $159.00 in a report on Monday, January 5th. Seventeen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, Arista Networks has a consensus rating of “Moderate Buy” and a consensus price target of $166.00.

Arista Networks Stock Performance

Arista Networks stock opened at $140.96 on Thursday. The company has a market capitalization of $177.51 billion, a PE ratio of 53.60, a P/E/G ratio of 2.42 and a beta of 1.42. The company has a 50 day moving average price of $132.65 and a 200-day moving average price of $136.71. Arista Networks, Inc. has a fifty-two week low of $59.43 and a fifty-two week high of $164.94.

Arista Networks Company 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.