China Universal Asset Management Co. Ltd. Takes Position in Arista Networks, Inc. $ANET

China Universal Asset Management Co. Ltd. bought a new stake in shares of Arista Networks, Inc. (NYSE:ANET) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,500 shares of the technology company’s stock, valued at approximately $801,000.

A number of other hedge funds have also added to or reduced their stakes in ANET. Bare Financial Services Inc grew its position in shares of Arista Networks by 2,118.2% during 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 boosted its stake in 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 acquiring an additional 72 shares in the last quarter. Richardson Financial Services Inc. boosted its stake in 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 acquiring an additional 130 shares in the last quarter. SJS Investment Consulting Inc. grew 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 worth $38,000 after purchasing an additional 235 shares during the period. Finally, Solstein Capital LLC increased its stake in Arista Networks by 493.8% in the second quarter. Solstein Capital LLC now owns 380 shares of the technology company’s stock valued at $39,000 after purchasing an additional 316 shares in the last quarter. 82.47% of the stock is currently owned by institutional investors.

Arista Networks News Roundup

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

• Positive Sentiment: Analyst write-ups highlight Arista’s software-led differentiation — Zacks notes Arista’s EOS and CloudVision give it an “AI‑ready,” automated networking edge for enterprises and hyperscalers, supporting durable revenue and margin expansion. This underpins growth expectations and helps justify a premium multiple. Can Arista’s High-Performance Network Software Fuel Its Future Growth?
• Positive Sentiment: Recent fundamental results remain supportive: Arista’s Feb. 12 quarter beat on EPS and revenue with high margins and ~29% YoY revenue growth, which helps justify analyst upside and a high P/E relative to peers. (Background earnings release)
• Positive Sentiment: Sector-performance pieces show ANET has outperformed many computer & technology peers so far this year, reinforcing momentum and attracting momentum/sector rotation flows. Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Analysts’ views are mixed — The Globe and Mail roundup notes differing analyst opinions across Arista and other tech names, indicating no clear consensus on near-term upside vs. valuation risk. Mixed analyst commentary can increase intraday volatility but doesn’t decisively move fundamentals. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Comparative pieces (e.g., sector/company comparisons) provide context but are unlikely to drive large moves unless they change earning forecasts or market share assumptions. Comparing Consensus Cloud Solutions & Arista Networks
• Negative Sentiment: Insider selling: SEC filings show Kenneth Duda disclosed sizable sales (reported on Feb. 17), totaling tens of thousands of shares at ~\$142 per share. Large insider disposals can spook investors and add downward pressure even when management says sales are for personal reasons. SEC Form 4 — Insider Sale

Arista Networks Stock Down 3.3%

ANET stock opened at $132.72 on Friday. The firm has a market capitalization of $166.76 billion, a PE ratio of 48.09, a P/E/G ratio of 2.59 and a beta of 1.42. Arista Networks, Inc. has a twelve month low of $59.43 and a twelve month high of $164.94. The stock’s 50 day moving average is $133.91 and its 200-day moving average is $137.50.

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 analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.The business had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period in the prior year, the firm posted $0.66 EPS. Arista Networks’s quarterly revenue was up 28.9% compared to the same quarter last year. On average, equities research analysts anticipate that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

ANET has been the topic of a number of research analyst reports. Needham & Company LLC increased 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, February 13th. Wells Fargo & Company increased their price target on Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Barclays reissued an “overweight” rating and issued a $184.00 price objective (up previously from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Erste Group Bank cut Arista Networks from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $175.44.

Insider Activity

In related news, CEO Jayshree Ullal sold 24,042 shares of the business’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $124.55, for a total transaction of $2,994,431.10. Following the transaction, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Charles H. Giancarlo sold 8,000 shares of the business’s stock in a transaction that occurred 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 owned 9,784 shares in the company, valued at $1,373,967.12. The trade was a 44.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 218,042 shares of company stock worth $28,561,131 over the last quarter. Insiders own 3.39% of the company’s stock.

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.