Cache Advisors LLC Sells 22,398 Shares of Arista Networks, Inc. $ANET

Cache Advisors LLC cut its stake in shares of Arista Networks, Inc. (NYSE:ANET) by 30.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,106 shares of the technology company’s stock after selling 22,398 shares during the quarter. Arista Networks makes up about 0.8% of Cache Advisors LLC’s portfolio, making the stock its 15th largest position. Cache Advisors LLC’s holdings in Arista Networks were worth $6,696,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ANET. Brighton Jones LLC boosted its holdings in Arista Networks by 321.7% in the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock worth $863,000 after acquiring 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 $202,000. Bison Wealth LLC bought a new position in shares of Arista Networks in the fourth quarter valued at $251,000. Sivia Capital Partners LLC lifted its stake in shares of Arista Networks by 48.4% in the second quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after buying an additional 3,496 shares in the last quarter. Finally, Brown Advisory Inc. lifted its stake in shares of Arista Networks by 15.6% in the second quarter. Brown Advisory Inc. now owns 9,765 shares of the technology company’s stock valued at $999,000 after buying an additional 1,319 shares in the last quarter. Institutional investors own 82.47% of the company’s stock.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Rosenblatt upgraded ANET from Neutral to Buy and raised its price target to $180, citing Arista’s leadership in AI/data-center networking as the reason for sizable upside potential. Rosenblatt upgrades Arista Networks (ANET)
• Positive Sentiment: Multiple brokerages are bullish: Susquehanna initiated coverage with a Buy/$160 PT and consensus broker ratings trend to “Moderate Buy,” driven by large hyperscaler orders (Google, Anthropic). Arista Upgraded To Buy On Google, Anthropic Data Center Orders
• Positive Sentiment: Analyst estimate revisions are trending higher: Erste upped its FY2027 EPS view slightly and Zacks highlights a jump in 2026–27 EPS estimates as Arista 2.0 products and cloud demand gain traction. That supports upside to near-term consensus. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Positive Sentiment: Coverage and trade narratives emphasize Arista’s strengthening data‑center positioning and role in AI infrastructure, a tailwind if hyperscaler spending remains strong. Arista Networks (NYSE:ANET) Strengthens Data Center Position In NYSE Composite
• Neutral Sentiment: Upcoming catalyst: Arista will report Q1 2026 results after the close on May 5 — a potential volatility event that could confirm or reverse the recent analyst optimism. Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026
• Negative Sentiment: Zacks and other commentary flag risks: rising costs and depleting margins could pressure profitability even as revenue accelerates from AI/cloud customers — so upside hinges on margin recovery or scalable product mix improvements. Should You Bet on ANET Stock Amid an Estimate Revision Uptrend?
• Negative Sentiment: Valuation is rich (trailing PE >50) and expectations are elevated; a miss in May results or weaker guidance could trigger significant downside given current sentiment.

Analysts Set New Price Targets

ANET has been the topic of a number of recent research reports. UBS Group set a $200.00 price objective on shares of Arista Networks in a research note on Tuesday, February 24th. Wells Fargo & Company raised their target price on Arista Networks from $175.00 to $185.00 and gave the company an “overweight” rating in a report on Friday, February 13th. KeyCorp restated an “overweight” rating and issued a $178.00 target price (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Friday, March 27th. Finally, Morgan Stanley restated an “overweight” rating and issued a $165.00 target price on shares of Arista Networks in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $176.44.

Insider Transactions at Arista Networks

In other news, Director Charles H. Giancarlo sold 8,000 shares of Arista Networks 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 directly owned 9,784 shares in the company, valued at approximately $1,373,967.12. The trade was a 44.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the transaction, the director owned 12,574 shares of the company’s stock, valued at approximately $1,665,300.56. This trade represents a 12.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 199,632 shares of company stock worth $26,873,604 over the last quarter. Corporate insiders own 3.39% of the company’s stock.

Arista Networks Stock Up 8.6%

ANET opened at $145.13 on Thursday. The company has a market capitalization of $182.36 billion, a price-to-earnings ratio of 52.58, a PEG ratio of 2.24 and a beta of 1.48. The firm has a 50-day moving average price of $133.91 and a 200-day moving average price of $135.83. Arista Networks, Inc. has a twelve month low of $66.59 and a twelve month high of $164.94.

Arista Networks (NYSE:ANET) last posted its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.07. The firm had revenue of $2.49 billion during the quarter, compared to the consensus estimate of $2.38 billion. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company’s revenue was up 28.9% on a year-over-year basis. During the same quarter last year, the company earned $0.66 earnings per share. On average, 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.