Dakota Wealth Management Increases Holdings in Arista Networks, Inc. $ANET

Dakota Wealth Management grew its holdings in Arista Networks, Inc. (NYSE:ANET) by 89.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 97,283 shares of the technology company’s stock after acquiring an additional 45,800 shares during the quarter. Dakota Wealth Management’s holdings in Arista Networks were worth $14,175,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Cvfg LLC purchased a new position in Arista Networks in the third quarter valued at approximately $229,000. Stonebrook Private Inc. acquired a new position in shares of Arista Networks in the 3rd quarter valued at $219,000. EverSource Wealth Advisors LLC grew its position in shares of Arista Networks by 9.5% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 10,668 shares of the technology company’s stock valued at $1,554,000 after buying an additional 929 shares during the last quarter. Legacy Financial Advisors Inc. raised its stake in Arista Networks by 25.0% during the 3rd quarter. Legacy Financial Advisors Inc. now owns 3,495 shares of the technology company’s stock worth $509,000 after acquiring an additional 699 shares in the last quarter. Finally, Verus Capital Partners LLC lifted its position in Arista Networks by 28.1% in the third quarter. Verus Capital Partners LLC now owns 3,769 shares of the technology company’s stock valued at $549,000 after acquiring an additional 826 shares during the last quarter. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Performance

Shares of Arista Networks stock opened at $127.31 on Tuesday. Arista Networks, Inc. has a one year low of $59.43 and a one year high of $164.94. The company has a market cap of $159.97 billion, a P/E ratio of 46.13, a PEG ratio of 2.37 and a beta of 1.42. The firm has a fifty day moving average of $133.93 and a two-hundred day moving average of $137.55.

Arista Networks (NYSE:ANET) last issued its quarterly 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. The business had revenue of $2.49 billion for the quarter, compared to analyst estimates 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 was up 28.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.66 earnings per share. As a group, equities analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Insider Activity at Arista Networks

In related news, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $142.44, for a total transaction of $4,558,080.00. Following the transaction, the insider owned 12,976 shares of the company’s stock, valued at $1,848,301.44. This represents a 71.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $140.43, for a total value of $1,123,440.00. Following the completion of the transaction, the director owned 9,784 shares of the company’s stock, valued at $1,373,967.12. The trade was a 44.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 194,000 shares of company stock worth $25,566,700 in the last quarter. 3.54% of the stock is currently owned by insiders.

Key Arista Networks News

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

• Positive Sentiment: Company raised its 2026 revenue-growth outlook, citing accelerating demand for AI-focused Ethernet switching and share gains in high‑speed data‑center networking — a catalyst for higher future revenue and margins. Arista Ups 2026 Outlook
• Positive Sentiment: Goldman Sachs raised its price target to $188 (from $165) and kept a Buy rating, highlighting Arista as an AI-growth beneficiary — this adds institutional endorsement and can support upside. Goldman Sachs Raises PT
• Positive Sentiment: Multiple outlets and analyst roundups (Zacks, MSN, The Motley Fool, Kalkine) profile Arista as a top long‑term growth / AI infrastructure pick — reinforcing investor narrative that Arista benefits structurally from AI datacenter buildouts. Why Arista is a Top Growth Stock
• Neutral Sentiment: Coverage notes inclusion in analyst “top AI stocks” lists and broader market narratives around Ethernet for AI (Russell 1000 alignment), which supports thematic interest but is not an immediate earnings driver. Growth Aligns With Ethernet AI
• Neutral Sentiment: Erste Group published FY2027 earnings forecasts for Arista — useful for modeling but less likely to move the stock immediately compared with the outlook/upgrade and insider activity. Erste Group Forecasts FY2027
• Negative Sentiment: Recent insider selling was reported and was linked to a share‑price pullback; that kind of activity can increase short‑term downward pressure and trigger profit-taking after a strong run. Insider Selling Reported

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on ANET. Piper Sandler reiterated an “overweight” rating and set a $175.00 target price (up previously from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Evercore restated an “outperform” rating and set a $200.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Wells Fargo & Company lifted their price target on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Finally, Barclays reaffirmed an “overweight” rating and issued a $184.00 target price (up from $183.00) 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $176.88.

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.