Arista Networks (NYSE:ANET) Trading Down 1.5% Following Insider Selling

Arista Networks, Inc. (NYSE:ANET) shares fell 1.5% during mid-day trading on Friday after an insider sold shares in the company. The company traded as low as $134.86 and last traded at $136.2990. 8,048,564 shares were traded during trading, a decline of 1% from the average session volume of 8,169,458 shares. The stock had previously closed at $138.41.

Specifically, insider Kenneth Duda sold 26,000 shares of Arista Networks stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $128.43, for a total value of $3,339,180.00. Following the completion of the transaction, the insider directly owned 522,400 shares in the company, valued at $67,091,832. The trade was a 4.74% 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, insider Kenneth Duda sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $128.43, for a total value of $3,852,900.00. Following the completion of the sale, the insider directly owned 12,976 shares in the company, valued at approximately $1,666,507.68. This trade represents a 69.81% decrease in their position. The disclosure for this sale is available in the SEC filing.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Barclays reaffirmed an “overweight” rating and issued a $183.00 target price (up from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. UBS Group reaffirmed a “buy” rating and set a $155.00 price target on shares of Arista Networks in a report on Wednesday, December 3rd. Erste Group Bank lowered Arista Networks from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Morgan Stanley reduced their price target on Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Seventeen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $164.44.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Piper Sandler upgraded ANET to Overweight and raised its price target (to $159), citing a “year of refresh” as hyperscalers shift capex from chips to network infrastructure (800G/1.6T adoption). The upgrade reinforces the consensus Buy posture and is being cited as a primary reason for recent upside momentum. Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?
• Neutral Sentiment: ANET posted a strong short-term move (a high-volume rally noted by Zacks), which signals investor interest and liquidity — but Zacks warns that recent earnings estimate revision trends may not sustain the move without confirmatory earnings/capex data. Momentum is present, but fundamentals and guidance will need to follow. Arista Networks (ANET) Moves 8.7% Higher: Will This Strength Last?
• Neutral Sentiment: General sector coverage highlights cloud and AI infrastructure as themes investors can use for exposure; this is background tailwind for Arista but not company-specific news that directly moves the stock. Treat as thematic support rather than a catalyst. Seeking Cloud Exposure? Use This Tool
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda sold shares in recent January transactions (two filings totalling ~56,000 shares at about $128.43 each). Insider sales can raise short-term caution among investors, especially given Arista’s customer concentration and high valuation. SEC Filing — Insider Sales

Arista Networks Trading Down 1.5%

The firm has a market capitalization of $171.64 billion, a P/E ratio of 51.82, a P/E/G ratio of 2.33 and a beta of 1.41. The business’s fifty day moving average is $128.62 and its 200 day moving average is $133.71.

Arista Networks (NYSE:ANET) last posted its quarterly earnings results on Tuesday, November 4th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.03. Arista Networks had a net margin of 39.73% and a return on equity of 30.28%. The firm had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.26 billion. During the same quarter in the previous year, the business posted $2.40 earnings per share. The firm’s quarterly revenue was up 27.5% compared to the same quarter last year. As a group, sell-side analysts predict that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Arista Networks

Several hedge funds have recently modified their holdings of the stock. Brighton Jones LLC raised its holdings in shares of Arista Networks by 321.7% during the fourth quarter. Brighton Jones LLC now owns 7,806 shares of the technology company’s stock valued at $863,000 after acquiring an additional 5,955 shares during the period. Revolve Wealth Partners LLC purchased a new position in shares of Arista Networks during the fourth quarter valued at $202,000. Bison Wealth LLC purchased a new stake in Arista Networks in the 4th quarter worth about $251,000. Sivia Capital Partners LLC increased its holdings in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after purchasing an additional 3,496 shares during the period. Finally, McAdam LLC boosted its holdings in shares of Arista Networks by 2.6% during the second quarter. McAdam LLC now owns 4,594 shares of the technology company’s stock worth $470,000 after purchasing an additional 116 shares during the period. 82.47% of the stock is owned by hedge funds and other institutional investors.

About Arista Networks

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.