AMJ Financial Wealth Management Grows Stake in Arista Networks, Inc. $ANET

AMJ Financial Wealth Management increased its holdings in Arista Networks, Inc. (NYSE:ANET) by 46.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,789 shares of the technology company’s stock after buying an additional 26,579 shares during the quarter. Arista Networks comprises 2.9% of AMJ Financial Wealth Management’s portfolio, making the stock its 8th largest holding. AMJ Financial Wealth Management’s holdings in Arista Networks were worth $12,209,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Bare Financial Services Inc increased its holdings in shares of Arista Networks by 2,118.2% during the second quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock valued at $25,000 after purchasing an additional 233 shares during the period. AdvisorNet Financial Inc grew its position in Arista Networks by 56.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after buying an additional 72 shares in the last quarter. Richardson Financial Services Inc. grew its position in Arista Networks by 141.3% in the 3rd quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock valued at $32,000 after buying an additional 130 shares in the last quarter. SJS Investment Consulting Inc. raised its position in shares of Arista Networks by 979.2% during the 3rd quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock worth $38,000 after buying an additional 235 shares in the last quarter. Finally, Solstein Capital LLC lifted its stake in shares of Arista Networks by 493.8% in the 2nd quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock worth $39,000 after acquiring an additional 316 shares during the period. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Rosenblatt Securities raised their price objective on shares of Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Piper Sandler reiterated an “overweight” rating and set a $175.00 price target (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Wells Fargo & Company boosted their price objective on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Evercore reaffirmed an “outperform” rating and set a $200.00 target price on shares of Arista Networks in a research note on Friday, February 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $188.00 target price (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Seventeen equities research 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.com, Arista Networks presently has an average rating of “Moderate Buy” and an average price target of $175.44.

More Arista Networks News

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

• Positive Sentiment: Analyst write-ups highlight Arista’s software-led differentiation — Zacks notes Arista’s EOS and CloudVision give it an “AI‑ready,” automated networking edge for enterprises and hyperscalers, supporting durable revenue and margin expansion. This underpins growth expectations and helps justify a premium multiple. Can Arista’s High-Performance Network Software Fuel Its Future Growth?
• Positive Sentiment: Recent fundamental results remain supportive: Arista’s Feb. 12 quarter beat on EPS and revenue with high margins and ~29% YoY revenue growth, which helps justify analyst upside and a high P/E relative to peers. (Background earnings release)
• Positive Sentiment: Sector-performance pieces show ANET has outperformed many computer & technology peers so far this year, reinforcing momentum and attracting momentum/sector rotation flows. Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Analysts’ views are mixed — The Globe and Mail roundup notes differing analyst opinions across Arista and other tech names, indicating no clear consensus on near-term upside vs. valuation risk. Mixed analyst commentary can increase intraday volatility but doesn’t decisively move fundamentals. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Comparative pieces (e.g., sector/company comparisons) provide context but are unlikely to drive large moves unless they change earning forecasts or market share assumptions. Comparing Consensus Cloud Solutions & Arista Networks
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda disclosed sizable sales (reported on Feb. 17), totaling tens of thousands of shares at ~\$142 per share. Large insider disposals can spook investors and add downward pressure even when management says sales are for personal reasons. SEC Form 4 — Insider Sale

Arista Networks Stock Performance

Shares of NYSE:ANET opened at $132.72 on Friday. The company has a market capitalization of $166.76 billion, a PE ratio of 48.09, a price-to-earnings-growth ratio of 2.51 and a beta of 1.42. The stock has a fifty day moving average of $133.91 and a 200-day moving average of $137.64. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94.

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

Insiders Place Their Bets

In other Arista Networks news, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the completion of the sale, the chief executive officer directly owned 9,917 shares of the company’s stock, valued at approximately $1,235,162.35. This represents a 70.80% decrease in their ownership of the stock. 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 firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $140.43, for a total transaction of $1,123,440.00. Following the completion of the transaction, the director owned 9,784 shares of the company’s stock, valued at approximately $1,373,967.12. The trade was a 44.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 218,042 shares of company stock worth $28,561,131. Company insiders own 3.39% of the company’s stock.

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.