Braun Stacey Associates Inc. Has $11.35 Million Holdings in Arista Networks, Inc. $ANET

Braun Stacey Associates Inc. cut its position in shares of Arista Networks, Inc. (NYSE:ANET) by 26.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 86,639 shares of the technology company’s stock after selling 30,497 shares during the period. Braun Stacey Associates Inc.’s holdings in Arista Networks were worth $11,352,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in ANET. Walkner Condon Financial Advisors LLC increased its holdings in Arista Networks by 0.4% in the third quarter. Walkner Condon Financial Advisors LLC now owns 18,509 shares of the technology company’s stock worth $2,697,000 after buying an additional 70 shares during the last quarter. AdvisorNet Financial Inc raised its position in Arista Networks by 56.7% during the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock valued at $29,000 after acquiring an additional 72 shares in the last quarter. Crown Wealth Group LLC lifted its stake in Arista Networks by 2.4% in the third quarter. Crown Wealth Group LLC now owns 3,175 shares of the technology company’s stock valued at $463,000 after acquiring an additional 75 shares during the last quarter. Fragasso Financial Advisors Inc lifted its stake in Arista Networks by 1.8% in the third quarter. Fragasso Financial Advisors Inc now owns 4,237 shares of the technology company’s stock valued at $616,000 after acquiring an additional 76 shares during the last quarter. Finally, West Family Investments Inc. grew its position in Arista Networks by 0.9% in the third quarter. West Family Investments Inc. now owns 8,364 shares of the technology company’s stock worth $1,219,000 after acquiring an additional 76 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have recently commented on ANET shares. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research note on Friday, March 27th. Evercore reiterated an “outperform” rating and issued a $200.00 price objective on shares of Arista Networks in a report on Friday, February 13th. KeyCorp reissued an “overweight” rating and set a $178.00 target price (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Truist Financial started coverage on Arista Networks in a report on Tuesday, March 31st. They set a “buy” rating and a $161.00 target price on the stock. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $175.00 price target (up from $159.00) on shares of Arista Networks in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $175.61.

Insider Activity at Arista Networks

In other Arista Networks news, insider Kenneth Duda sold 26,000 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $3,487,640.00. Following the sale, the insider directly owned 502,400 shares in the company, valued at $67,391,936. This trade represents a 4.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Kelly Bodnar Battles sold 422 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $128.06, for a total transaction of $54,041.32. Following the transaction, the director owned 9,529 shares in the company, valued at approximately $1,220,283.74. The trade was a 4.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 199,632 shares of company stock valued at $26,873,604. Company insiders own 3.39% of the company’s stock.

Arista Networks News Roundup

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

• Positive Sentiment: Truist Securities initiated coverage on Arista with a Buy rating and a $161 price target, citing Arista’s AI‑networking theme and multi‑year growth record — this adds institutional validation to the stock. Read More.
• Positive Sentiment: Susquehanna upgraded Arista to “strong‑buy,” another analyst endorsement that can attract momentum buyers and funds tracking analyst sentiment. Read More.
• Positive Sentiment: Arista entered a multi‑source agreement (MSA) for 12.8T liquid‑cooled XPO pluggable optics — a product aimed at extreme AI bandwidth and thermal needs, strengthening Arista’s product roadmap for hyperscale AI customers. Read More.
• Positive Sentiment: Bullish investor coverage and inclusion on AI/“high‑growth tech” and blue‑chip AI stock lists (multiple outlets) increases retail/institutional visibility and reinforces the narrative that Arista is a core AI networking play. Read More.
• Neutral Sentiment: Long‑form bullish commentary (e.g., The Motley Fool) and other roundup pieces highlight Arista as a top pick for 2026 investors, but these are opinion pieces and have mixed impact on near‑term flows. Read More.
• Neutral Sentiment: Industry moves such as d‑Matrix acquiring GigaIO’s data center business show active competition and consolidation in rack‑scale AI infrastructure — a sector tailwind but also competitive dynamism to monitor. Read More.
• Negative Sentiment: Valuation and execution risks remain — Arista trades at a premium (high P/E), so expectations are elevated; any slowdown in hyperscaler AI spending or execution missteps could pressure the stock.

Arista Networks Stock Up 0.0%

Shares of NYSE ANET opened at $126.71 on Friday. Arista Networks, Inc. has a 12 month low of $59.43 and a 12 month high of $164.94. The company has a market cap of $159.22 billion, a P/E ratio of 45.91, a P/E/G ratio of 2.24 and a beta of 1.48. The business’s 50 day moving average is $134.64 and its two-hundred day moving average is $136.07.

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, 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 business had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. During the same quarter last year, the company posted $0.66 earnings per share. Arista Networks’s quarterly revenue was up 28.9% on a year-over-year basis. Sell-side analysts expect that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

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.