Arista Networks, Inc. $ANET is Bellecapital International Ltd.'s 7th Largest Position

Key Points

• Bellecapital International Ltd. cut its stake in Arista by 35.5% in Q4 and now holds 146,414 shares worth about $19.19 million, making ANET its 7th-largest position (~3.4% of the fund).
• Significant insider selling has occurred recently: CEO Jayshree Ullal sold 428,000 shares (~$75.9M) and insiders disposed of ~1.49 million shares (~$245.3M) over the past 90 days, leaving insiders with 3.54% ownership.
• Analyst sentiment remains broadly positive with a consensus "Buy" and an average target of about $178.67; Arista also recently beat Q4 estimates (EPS $0.82 vs. $0.75) and reported revenue of $2.49B, up 28.9% YoY.

Bellecapital International Ltd. decreased its holdings in Arista Networks, Inc. (NYSE:ANET - Free Report) by 35.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 146,414 shares of the technology company's stock after selling 80,711 shares during the period. Arista Networks makes up approximately 3.4% of Bellecapital International Ltd.'s investment portfolio, making the stock its 7th largest position. Bellecapital International Ltd.'s holdings in Arista Networks were worth $19,185,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of ANET. Brighton Jones LLC raised its holdings in Arista Networks by 321.7% in the 4th 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 last quarter. Revolve Wealth Partners LLC acquired a new stake in Arista Networks in the 4th quarter valued at about $202,000. Bison Wealth LLC acquired a new stake in Arista Networks in the 4th quarter valued at about $251,000. Sivia Capital Partners LLC raised its holdings in 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 acquiring an additional 3,496 shares during the last quarter. Finally, Gamco Investors INC. ET AL raised its holdings in Arista Networks by 31.3% in the 2nd quarter. Gamco Investors INC. ET AL now owns 4,193 shares of the technology company's stock valued at $429,000 after acquiring an additional 1,000 shares during the last quarter. Institutional investors and hedge funds own 82.47% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have commented on ANET shares. The Goldman Sachs Group reiterated a "buy" rating and issued a $188.00 price objective (up from $165.00) on shares of Arista Networks in a report on Friday, February 13th. Zacks Research upgraded shares of Arista Networks from a "hold" rating to a "strong-buy" rating in a report on Monday, April 13th. Barclays reiterated an "overweight" rating and issued a $184.00 price objective (up from $183.00) on shares of Arista Networks in a report on Friday, February 13th. Susquehanna upgraded shares of Arista Networks to a "strong-buy" rating in a report on Wednesday, April 1st. Finally, Needham & Company LLC increased their price objective on shares of Arista Networks from $165.00 to $185.00 and gave the company a "buy" rating in a report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Arista Networks presently has a consensus rating of "Buy" and an average target price of $178.67.

Insider Activity at Arista Networks

In other Arista Networks news, CFO Chantelle Yvette Breithaupt sold 8,890 shares of the stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $155.02, for a total transaction of $1,378,127.80. Following the sale, the chief financial officer directly owned 60,734 shares in the company, valued at $9,414,984.68. This represents a 12.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction that occurred on Wednesday, April 22nd. The stock was sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the sale, the chief executive officer owned 5,209,207 shares in the company, valued at approximately $924,321,690.08. This trade represents a 7.59% decrease in their ownership of the stock. 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. Insiders sold 1,494,729 shares of company stock worth $245,304,519 over the last 90 days. 3.54% of the stock is currently owned by corporate insiders.

Arista Networks Stock Performance

Shares of ANET stock opened at $172.76 on Monday. The firm's 50 day moving average price is $141.84 and its 200-day moving average price is $137.69. Arista Networks, Inc. has a one year low of $82.80 and a one year high of $179.80. The firm has a market cap of $217.53 billion, a P/E ratio of 62.59, a P/E/G ratio of 3.03 and a beta of 1.67.

Arista Networks (NYSE:ANET - Get Free Report) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.75 by $0.07. The company 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 firm's quarterly revenue was up 28.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.66 EPS. As a group, research analysts predict that Arista Networks, Inc. will post 3.17 EPS for the current fiscal year.

Trending Headlines about Arista Networks

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

• Positive Sentiment: Morgan Stanley expects Arista’s Q1 to benefit from new customer wins and margin resilience, reinforcing the view that demand tied to AI and hyperscale networking will support near-term revenue and profitability. Arista Networks' Q1 Results to Benefit From New Customers, Margin Resilience, Morgan Stanley Says
• Positive Sentiment: Coverage previews highlight Arista’s AI networking momentum and the XPO platform launch as catalysts that have driven upward estimate revisions and stronger investor interest ahead of earnings. Should You Add ANET Stock to Your Portfolio Ahead of Q1 Earnings?
• Neutral Sentiment: Wall Street analyst consensus remains positive (average rating ~Buy), which supports sentiment but also suggests expectations are highly baked into the stock’s premium multiple. Wall Street Analysts See Arista Networks (ANET) as a Buy: Should You Invest?
• Neutral Sentiment: Arista is a trending stock on investor platforms — increased attention can amplify intraday moves but doesn’t guarantee direction without confirming earnings/guide. Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
• Negative Sentiment: Several write-ups warn that Arista’s premium valuation and elevated expectations may limit upside if the company only meets (not exceeds) Q1 results or issues cautious guidance. That raises the risk of a pullback even with strong underlying demand trends. Should You Add ANET Stock to Your Portfolio Ahead of Q1 Earnings?

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.

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