Arista Networks, Inc. $ANET Stock Holdings Lifted by Assetmark Inc.

Key Points

• Assetmark Inc. raised its Arista stake by 8.1% to 304,508 shares valued at $39.9M, and institutional investors collectively own about 82.47% of the stock.
• Arista beat Q4 estimates with $0.82 EPS and $2.49B revenue (up 28.9% YoY), and Wall Street is bullish—consensus is a Moderate Buy with an average target of $176.44 and several raised price targets.
• Offsetting the analyst optimism, company insiders have been net sellers (199,632 shares sold in the last 90 days), leaving insiders with roughly 3.54% ownership.

Assetmark Inc. increased its position in Arista Networks, Inc. (NYSE:ANET - Free Report) by 8.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 304,508 shares of the technology company's stock after acquiring an additional 22,699 shares during the period. Assetmark Inc.'s holdings in Arista Networks were worth $39,900,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. AdvisorNet Financial Inc increased its holdings in shares of Arista Networks by 56.7% in the 3rd 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. Knuff & Co LLC acquired a new stake in shares of Arista Networks in the 3rd quarter worth about $29,000. Board of the Pension Protection Fund acquired a new stake in shares of Arista Networks in the 4th quarter worth about $26,000. Richardson Financial Services Inc. increased its holdings in shares of Arista Networks by 141.3% in the 3rd 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. Finally, Quarry LP acquired a new position in Arista Networks during the 3rd quarter valued at about $33,000. Institutional investors and hedge funds own 82.47% of the company's stock.

Arista Networks Trading Up 1.6%

NYSE:ANET opened at $154.44 on Wednesday. Arista Networks, Inc. has a twelve month low of $66.59 and a twelve month high of $164.94. The company has a 50-day moving average of $134.54 and a 200-day moving average of $135.95. The firm has a market cap of $194.06 billion, a price-to-earnings ratio of 55.96, a price-to-earnings-growth ratio of 2.68 and a beta of 1.48.

Arista Networks (NYSE:ANET - Get Free Report) last announced its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The company had revenue of $2.49 billion during the quarter, compared to analysts' expectations of $2.38 billion. During the same period last year, the company posted $0.66 earnings per share. The business's revenue for the quarter was up 28.9% on a year-over-year basis. On average, research analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on ANET shares. Needham & Company LLC raised their target price on shares of Arista Networks from $165.00 to $185.00 and gave the company a "buy" rating in a research note on Friday, February 13th. Susquehanna raised shares of Arista Networks to a "strong-buy" rating in a research note on Wednesday, April 1st. Truist Financial started coverage on shares of Arista Networks in a research note on Tuesday, March 31st. They set a "buy" rating and a $161.00 target price on the stock. UBS Group set a $200.00 target price on shares of Arista Networks in a research note on Tuesday, February 24th. Finally, Wells Fargo & Company raised their target price on shares of Arista Networks from $175.00 to $185.00 and gave the company an "overweight" rating in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $176.44.

Key Stories Impacting Arista Networks

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

• Positive Sentiment: Rosenblatt upgraded ANET to Buy and raised its price target to $180, citing greater confidence in Arista’s XPO strategy and long‑term growth prospects. Rosenblatt Upgrades Arista Networks (ANET) Stock to Buy from Neutral
• Positive Sentiment: Analysts and outlets highlight rising AI demand positioning Arista as a backbone for hyperscale AI networking, supporting revenue and bookings upside. Can Rising AI Demand Boost Arista's Future Growth Prospects?
• Positive Sentiment: Seeking Alpha reiterates a long‑term buy thesis, citing accelerating AI segment revenue, strong profitability, and market share gains versus peers. Arista Networks: The Business Is Firing On All Cylinders But The Valuation Remains Reasonable
• Neutral Sentiment: Coverage examines whether ANET’s strong run (large 1‑yr gains) leaves room for further upside, urging investors to weigh valuation against growth. Is It Too Late To Consider Arista Networks (ANET) After Its 103% One Year Surge?
• Neutral Sentiment: Articles discuss Wall Street’s bullish consensus and whether analyst recommendations justify buying at current multiples. Should You Invest in Arista Networks (ANET) Based on Bullish Wall Street Views?
• Neutral Sentiment: Sector comparison pieces show ANET outperforming many computer/technology names year‑to‑date, reinforcing relative strength but highlighting broader sector dynamics. Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
• Neutral Sentiment: Previews of the next earnings report remind investors to watch AI revenue mix, bookings, and margin trends—key drivers for near‑term stock moves. Here's what to expect from Arista Networks’ next earnings report
• Neutral Sentiment: Zacks notes ANET outperformed the broader market in the latest session, reflecting the cumulative impact of positive analyst commentary and AI demand narratives. Arista Networks (ANET) Outperforms Broader Market: What You Need to Know

Insiders Place Their Bets

In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the firm's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total value of $4,292,480.00. Following the completion of the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. This trade represents a 71.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Yvonne Wassenaar sold 1,815 shares of the firm's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60. Following the completion of the transaction, the director owned 12,574 shares of the company's stock, valued at approximately $1,665,300.56. The trade was a 12.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 199,632 shares of company stock worth $26,873,604 over the last ninety days. 3.54% of the stock is currently owned by company insiders.

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.

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