CGN Advisors LLC Sells 3,853 Shares of Arista Networks, Inc. $ANET

CGN Advisors LLC lessened its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 13.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 25,372 shares of the technology company’s stock after selling 3,853 shares during the quarter. CGN Advisors LLC’s holdings in Arista Networks were worth $3,324,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. AdvisorNet Financial Inc raised its position in shares of 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 purchasing an additional 72 shares during the period. Knuff & Co LLC acquired a new position in shares of Arista Networks in the 3rd quarter valued at approximately $29,000. Richardson Financial Services Inc. grew its position in shares of 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 purchasing an additional 130 shares during the period. Quarry LP bought a new stake in Arista Networks during the 3rd quarter worth approximately $33,000. Finally, Bare Financial Services Inc increased its stake in Arista Networks by 2,118.2% during the 2nd quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after purchasing an additional 233 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Morgan Stanley reaffirmed an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research note on Friday, February 13th. Needham & Company LLC increased their price objective on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Finally, Barclays reiterated an “overweight” rating and set a $184.00 target price (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Eighteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Arista Networks presently has an average rating of “Moderate Buy” and a consensus target price of $176.47.

Arista Networks Trading Up 0.1%

NYSE ANET opened at $136.15 on Friday. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The stock has a 50 day moving average of $135.20 and a 200-day moving average of $137.30. The company has a market cap of $171.07 billion, a PE ratio of 49.33, a PEG ratio of 2.41 and a beta of 1.46.

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

Insiders Place Their Bets

In other news, Director Yvonne Wassenaar sold 1,395 shares of Arista Networks stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $134.34, for a total transaction of $187,404.30. Following the completion of the transaction, the director directly owned 11,179 shares in the company, valued at approximately $1,501,786.86. The trade was a 11.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $128.67, for a total value of $1,029,360.00. Following the transaction, the director directly owned 1,784 shares in the company, valued at $229,547.28. The trade was a 81.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,632 shares of company stock worth $26,936,324 over the last ninety days. 3.39% of the stock is currently owned by corporate insiders.

Arista Networks News Roundup

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

• Positive Sentiment: Jim Cramer mentions and media attention have kept momentum on ANET, with coverage highlighting Arista as a key data‑center / quantum/AI infrastructure pick — a likely catalyst for retail and momentum flows. Arista (ANET) Shares Higher After Jim Cramer Said It Made Sense In January 2025
• Positive Sentiment: Analyst coverage has tilted bullish recently — TD Cowen initiated coverage as a buy, and other firms (Goldman, Needham) have raised targets — supporting upside expectations and raising the consensus target. 2 AI Infrastructure Stocks TD Cowen Thinks Investors Should Own
• Positive Sentiment: Market pieces note ANET outperformed on a day the broader market dipped, signaling relative strength driven by AI/data‑center narrative and recent fundamentals. Why the Market Dipped But Arista Networks (ANET) Gained Today
• Neutral Sentiment: Street target and consensus metrics: brokerages show an average target near $176.47, which implies upside from current levels but also reflects already elevated expectations. Arista Networks, Inc. (NYSE:ANET) Receives $176.47 Consensus Target Price from Brokerages
• Negative Sentiment: An insider transaction: director Yvonne Wassenaar sold 1,395 shares (disclosed March 16), a modest-sized sale that can be read as profit‑taking and may give shorter‑term sellers a reason to trim positions. Arista Networks (NYSE:ANET) Director Yvonne Wassenaar Sells 1,395 Shares

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.