Aberdeen Group plc Has $144.09 Million Position in Arista Networks, Inc. $ANET

Aberdeen Group plc boosted its position in Arista Networks, Inc. (NYSE:ANET) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,005,027 shares of the technology company’s stock after buying an additional 14,135 shares during the quarter. Aberdeen Group plc owned approximately 0.08% of Arista Networks worth $144,091,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Global Trust Asset Management LLC lifted its holdings in shares of Arista Networks by 33.0% during the 3rd quarter. Global Trust Asset Management LLC now owns 19,273 shares of the technology company’s stock valued at $2,808,000 after purchasing an additional 4,780 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in Arista Networks during the 3rd quarter worth approximately $8,263,000. National Wealth Management Group LLC bought a new position in Arista Networks in the third quarter valued at approximately $1,296,000. Vanguard Group Inc. lifted its stake in Arista Networks by 1.2% in the second quarter. Vanguard Group Inc. now owns 98,993,100 shares of the technology company’s stock valued at $10,127,984,000 after buying an additional 1,136,167 shares in the last quarter. Finally, Holocene Advisors LP bought a new stake in shares of Arista Networks during the second quarter worth $247,451,000. Institutional investors own 82.47% of the company’s stock.

Insider Activity

In other news, Director Charles H. Giancarlo sold 8,000 shares of the firm’s stock in a transaction dated 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 sale, the director directly owned 9,784 shares in the company, valued at $1,373,967.12. This trade represents a 44.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Kenneth Duda sold 30,000 shares of the stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $123.16, for a total value of $3,694,800.00. Following the completion of the sale, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. The trade was a 69.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 216,464 shares of company stock worth $27,553,548. Insiders own 3.39% of the company’s stock.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Reported stronger-than-expected Q4 results: EPS $0.82 vs. $0.75 est., revenue $2.49B (+28.9% YoY) and record net income; company raised AI revenue targets and issued revenue guidance above Street estimates, supporting the AI-driven growth narrative. Read More.
• Positive Sentiment: Analysts are lifting price targets and turning more bullish (Wells Fargo, Needham, Rosenblatt among those raising targets/ratings), giving additional analyst-driven momentum to the stock. Read More.
• Positive Sentiment: Market views Arista as outperforming peers (notably Cisco) by managing supply-chain pressures and capturing hyperscaler AI capex, which supports margin resilience and share gains. Read More.
• Neutral Sentiment: Management said Arista is diversifying accelerator support: deployments that were ~99% Nvidia a year ago now include ~20–25% AMD — a strategic shift that increases customer options but alters vendor dynamics. Traders note this may be weighing on GPU vendor stocks while benefiting Arista’s flexibility. Read More.
• Neutral Sentiment: Unusually high options activity is signaling elevated trader interest/positioning ahead of and after earnings. Read More.
• Negative Sentiment: Valuation is rich (ANET trades at a high P/E), and some commentary asks whether the recent run (one-year gains) leaves less margin for error if growth slows. This could temper longer-term upside. Read More.
• Negative Sentiment: Rising component/memory costs are a sector-wide headwind; management says it’s mitigating impacts via purchase commitments, but cost pressure remains a watch item for margins. Read More.

Analysts Set New Price Targets

A number of research firms have issued reports on ANET. Wells Fargo & Company increased their target price on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday. UBS Group reissued a “buy” rating and issued a $177.00 target price on shares of Arista Networks in a research report on Friday. Rosenblatt Securities boosted their target price on Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Barclays reaffirmed an “overweight” rating and set a $184.00 price target (up from $183.00) on shares of Arista Networks in a research note on Friday. Finally, Needham & Company LLC boosted their price objective on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research report on Friday. Eighteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $175.41.

Arista Networks Stock Up 4.7%

Shares of ANET stock opened at $141.46 on Friday. Arista Networks, Inc. has a 12-month low of $59.43 and a 12-month high of $164.94. The firm has a 50 day moving average price of $133.05 and a two-hundred day moving average price of $137.00. The company has a market capitalization of $178.13 billion, a PE ratio of 51.25, a price-to-earnings-growth ratio of 2.39 and a beta of 1.42.

Arista Networks (NYSE:ANET) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 31.34%. The business had revenue of $2.49 billion for the quarter, compared to the consensus estimate of $2.38 billion. During the same period in the prior year, the company posted $0.66 earnings per share. Arista Networks’s revenue was up 28.9% compared to the same quarter last year. As a group, research analysts expect that Arista Networks, Inc. will post 2.2 EPS for the current year.

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.