Cibc World Market Inc. Sells 9,878 Shares of Arista Networks, Inc. $ANET

Cibc World Market Inc. reduced its position in shares of Arista Networks, Inc. (NYSE:ANET) by 3.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 285,002 shares of the technology company’s stock after selling 9,878 shares during the period. Cibc World Market Inc.’s holdings in Arista Networks were worth $41,528,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of ANET. Bare Financial Services Inc lifted its holdings in Arista Networks by 2,118.2% in the 2nd quarter. Bare Financial Services Inc now owns 244 shares of the technology company’s stock worth $25,000 after buying an additional 233 shares during the period. AdvisorNet Financial Inc lifted its stake in Arista Networks by 56.7% in the third quarter. AdvisorNet Financial Inc now owns 199 shares of the technology company’s stock worth $29,000 after acquiring an additional 72 shares during the period. Richardson Financial Services Inc. lifted its stake in Arista Networks by 141.3% in the third quarter. Richardson Financial Services Inc. now owns 222 shares of the technology company’s stock worth $32,000 after acquiring an additional 130 shares during the period. SJS Investment Consulting Inc. boosted its holdings in Arista Networks by 979.2% in the third quarter. SJS Investment Consulting Inc. now owns 259 shares of the technology company’s stock valued at $38,000 after acquiring an additional 235 shares in the last quarter. Finally, Solstein Capital LLC increased its position in Arista Networks by 493.8% during the 2nd quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock valued at $39,000 after purchasing an additional 316 shares during the period. 82.47% of the stock is owned by institutional investors.

Arista Networks Price Performance

ANET opened at $140.96 on Thursday. The firm has a market cap of $177.51 billion, a PE ratio of 53.60, a P/E/G ratio of 2.42 and a beta of 1.42. The stock has a 50-day moving average price of $132.65 and a 200-day moving average price of $136.71. Arista Networks, Inc. has a 1 year low of $59.43 and a 1 year high of $164.94.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 24,042 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total value of $2,994,431.10. Following the transaction, the chief executive officer owned 9,917 shares in the company, valued at approximately $1,235,162.35. This represents a 70.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Kenneth Duda sold 30,000 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total transaction of $3,694,800.00. Following the sale, the insider owned 12,976 shares in the company, valued at approximately $1,598,124.16. The trade was a 69.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 216,464 shares of company stock valued at $27,553,548. Insiders own 3.39% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Piper Sandler raised shares of Arista Networks from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $145.00 to $159.00 in a research report on Monday, January 5th. Morgan Stanley lowered their price objective on shares of Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. UBS Group reiterated a “buy” rating and set a $155.00 target price 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 research report on Monday, November 10th. Finally, Barclays restated an “overweight” rating and set a $183.00 price target (up from $179.00) on shares of Arista Networks in a research report on Wednesday, November 5th. Seventeen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $166.00.

Arista Networks News Roundup

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

• Positive Sentiment: Analysts are broadly upbeat ahead of fiscal Q4 results, forecasting roughly mid-teens earnings growth — a view that supports upside if Arista posts solid guidance. Arista Networks Q4 preview: Analysts bullish ahead of results as earnings seen rising 17%
• Positive Sentiment: Recent analyst commentary compiled by outlets shows continued strong sentiment heading into Q4 results, reinforcing expectations that guidance and AI/datacenter demand remain the key catalysts. Analyst Sentiment on Arista Networks (ANET) Remains Strong Ahead of Fiscal Q4 2025 Results
• Positive Sentiment: Rosenblatt raised its price target from $140 to $165 (still a “neutral” rating), implying notable upside potential from current levels — this lift in Street targets can support the stock if earnings meet expectations. Benzinga
• Positive Sentiment: An upgrade from a ratings source highlighted Arista as a leader in networking ahead of Q4 results, which can buoy sentiment if the company reaffirms AI-driven demand trends. Arista Networks No. 1 in its industry; gets rating upgrade with Q4 earnings due Thursday
• Positive Sentiment: Increased options activity: about 44,291 call contracts traded (≈74% above typical call volume), signaling short-term speculative bullish bets that could amplify moves ahead of earnings or news.
• Positive Sentiment: Inclusion on lists of top cloud/computing stocks (alongside GOOGL, MSFT, IBM) highlights Arista’s role in digital transformation themes that attract longer-term investors. Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
• Neutral Sentiment: Coverage noted Arista’s growth tie to AI data centers but flagged new execution and macro risks tied to AI cycles and competitive dynamics — this is a mixed signal that could generate volatility depending on earnings tone. Arista Networks Ties Growth To AI Data Centers Amid New Risks

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.