Axxcess Wealth Management LLC Sells 4,719 Shares of Arista Networks, Inc. $ANET

Axxcess Wealth Management LLC cut its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 24.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,805 shares of the technology company’s stock after selling 4,719 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Arista Networks were worth $2,157,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after buying an additional 5,955 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in shares of Arista Networks in the fourth quarter valued at approximately $202,000. Bison Wealth LLC acquired a new position in shares of Arista Networks in the 4th quarter worth approximately $251,000. Sivia Capital Partners LLC grew its position in Arista Networks by 48.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock worth $1,097,000 after acquiring an additional 3,496 shares during the last quarter. Finally, Harbour Investments Inc. grew its position in Arista Networks by 11.1% during the 2nd quarter. Harbour Investments Inc. now owns 1,804 shares of the technology company’s stock worth $185,000 after acquiring an additional 180 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company’s stock.

Arista Networks Price Performance

ANET opened at $136.97 on Friday. The firm has a 50 day simple moving average of $133.75 and a 200 day simple moving average of $137.42. Arista Networks, Inc. has a fifty-two week low of $59.43 and a fifty-two week high of $164.94. The company has a market cap of $172.11 billion, a price-to-earnings ratio of 49.63, a price-to-earnings-growth ratio of 2.35 and a beta of 1.42.

Arista Networks (NYSE:ANET) last announced its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. The firm had revenue of $2.49 billion for the quarter, compared to analysts’ expectations of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The business’s revenue for the quarter was up 28.9% on a year-over-year basis. During the same period last year, the firm earned $0.66 earnings per share. As a group, analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current year.

Insider Activity at Arista Networks

In other news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction dated 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 directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the completion of the sale, the director owned 9,784 shares in the company, valued at $1,373,967.12. This represents a 44.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 218,042 shares of company stock worth $28,561,131. 3.39% of the stock is owned by insiders.

Arista Networks News Summary

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

• Positive Sentiment: Q4 results and metrics look strong: Arista reported an EPS and revenue beat for the quarter, with revenue up ~29% year-over-year and healthy margins — evidence of ongoing demand for its networking gear. Arista Q4 Results
• Positive Sentiment: Management and analysts emphasize AI networking as a growth driver for 2026 (expecting meaningful improvement in AI-related revenues) and see campus/branch networking as an additional growth vector — supportive for longer-term revenue growth. AI Revenue Outlook
• Positive Sentiment: Analyst write-ups highlight Arista’s software stack (EOS, CloudVision) and AI-ready, automated networking as competitive advantages versus peers — a bullish structural thesis for enterprise and hyperscaler spending. Zacks: Software Strength
• Neutral Sentiment: Valuation is getting scrutiny as the market balances growth/AI positioning against a premium multiple — analysts and commentators are reassessing whether the current price reflects the 2026 growth outlook. Valuation Piece
• Neutral Sentiment: Several comparison and “is it a buy” pieces contrast Arista with other connectivity/cloud stocks (ASTS, CCSI), which can influence relative flows and sector rotation but don’t change Arista’s fundamentals. ASTS vs ANET Zacks: Trending Peer Comparison
• Negative Sentiment: Insider selling: Kenneth Duda sold a total of 58,000 shares on Feb 17 at ~ $142.35–$142.44 (roughly $8.26M), reducing his holdings — a signal some investors interpret as caution or profit-taking and that can pressure near-term sentiment. SEC filing: Form 4

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Barclays reiterated an “overweight” rating and issued a $184.00 price objective (up previously from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and issued a $177.00 price target on shares of Arista Networks in a report on Friday, February 13th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a research report on Monday, December 29th. Wells Fargo & Company increased their price objective on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, KeyCorp restated an “overweight” rating and issued a $178.00 price objective (up previously from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $175.44.

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.