Arista Networks, Inc. $ANET Shares Acquired by Belpointe Asset Management LLC

Belpointe Asset Management LLC raised its holdings in shares of Arista Networks, Inc. (NYSE:ANET) by 37.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,640 shares of the technology company’s stock after purchasing an additional 5,862 shares during the period. Belpointe Asset Management LLC’s holdings in Arista Networks were worth $2,835,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. AdvisorNet Financial Inc increased 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 in the last quarter. Knuff & Co LLC acquired a new position in shares of Arista Networks during the third quarter worth $29,000. Board of the Pension Protection Fund acquired a new position in shares of Arista Networks during the fourth quarter worth $26,000. Richardson Financial Services Inc. increased its position in shares of Arista Networks by 141.3% during the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after purchasing an additional 130 shares in the last quarter. Finally, Quarry LP purchased a new position in shares of Arista Networks in the third quarter worth $33,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

ANET has been the subject of a number of research analyst reports. Rosenblatt Securities raised shares of Arista Networks from a “neutral” rating to a “buy” rating and raised their price target for the stock from $165.00 to $180.00 in a report on Tuesday, April 7th. UBS Group set a $200.00 price target on shares of Arista Networks in a report on Tuesday, February 24th. KeyCorp reaffirmed an “overweight” rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a report on Friday, February 13th. TD Cowen initiated coverage on shares of Arista Networks in a report on Thursday, March 12th. They issued a “buy” rating and a $170.00 price target for the company. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Arista Networks currently has a consensus rating of “Buy” and a consensus price target of $177.83.

Insider Transactions at Arista Networks

In other news, CEO Jayshree Ullal sold 350,000 shares of the stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $159.32, for a total value of $55,762,000.00. Following the sale, the chief executive officer owned 5,333,207 shares in the company, valued at $849,686,539.24. This represents a 6.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $155.02, for a total transaction of $1,378,127.80. Following the completion of the sale, the chief financial officer owned 60,734 shares in the company, valued at $9,414,984.68. The trade was a 12.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 616,729 shares of company stock valued at $93,969,394. 3.54% of the stock is owned by corporate insiders.

Arista Networks News Summary

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

• Positive Sentiment: Evercore added Arista to a tactical outperform list ahead of Q1 results, signaling analyst confidence in a beat‑and‑raise setup. This kind of institutional endorsement can lift sentiment into earnings. Evercore adds Arista Networks, IBM to tactical outperform list ahead of earnings
• Positive Sentiment: Coverage highlighting Arista as a top AI data‑center/networking beneficiary reinforces the growth narrative: Arista is viewed as a potential winner in the AI networking “war,” supporting higher forward multiples tied to AI spend. Arista Networks Inc. (ANET): Potential Winner of AI Networking War
• Positive Sentiment: Several pieces note Arista’s history of earnings surprises and the setup for another beat, which increases odds of an upward revision into the next report — a common catalyst for short‑term rallies. Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analyst upgrade(s) have driven the stock to a new one‑year high and contributed to recent upside momentum. Upgrades ahead of earnings suggest expectations are tilting bullish. Arista Networks (NYSE:ANET) Sets New 1-Year High After Analyst Upgrade
• Neutral Sentiment: Coverage noting that ANET is a trending/buy candidate highlights retail and platform attention; this drives volume but is less definitive about fundamentals. Is Trending Stock Arista Networks, Inc. (ANET) a Buy Now?
• Negative Sentiment: Insider selling: a recent filing shows Yvonne Wassenaar sold 1,395 shares. While relatively small versus market cap, insider sales can be viewed unfavorably by some investors and add a note of caution. Yvonne Wassenaar Sells 1,395 Shares of Arista Networks (NYSE:ANET) Stock

Arista Networks Price Performance

NYSE:ANET opened at $166.87 on Tuesday. The firm has a market capitalization of $210.12 billion, a P/E ratio of 60.46, a PEG ratio of 2.89 and a beta of 1.48. Arista Networks, Inc. has a 1-year low of $66.59 and a 1-year high of $167.90. The company’s fifty day moving average price is $136.70 and its 200-day moving average price is $136.40.

Arista Networks (NYSE:ANET) last released its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.07. The firm 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 quarterly revenue was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.66 earnings per share. Equities analysts anticipate that Arista Networks, Inc. will post 3.17 EPS for the current fiscal year.

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.