Capitolis Liquid Global Markets LLC Purchases 11,000 Shares of Arista Networks, Inc. $ANET

Key Points

• Capitolis raised its Arista stake by 2.8%, buying 11,000 shares to hold 408,000 shares valued at about $59.45 million, and institutional investors now own roughly 82.47% of ANET.
• Insider selling has been notable: Kenneth Duda sold 26,000 shares for ~$3.7M, and insiders disposed of 196,237 shares (~$25.9M) over the past 90 days, leaving insiders with about 3.39% ownership.
• Earnings beat and AI outlook: Arista topped estimates (EPS $0.82 vs $0.75; revenue $2.49B, +28.9% YoY), launched AI‑targeted XPO optics, and guided to roughly $11B revenue in 2026, prompting analyst upgrades and higher price targets.

Capitolis Liquid Global Markets LLC raised its position in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) by 2.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 408,000 shares of the technology company's stock after purchasing an additional 11,000 shares during the period. Capitolis Liquid Global Markets LLC's holdings in Arista Networks were worth $59,450,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Carter Financial Group INC. acquired a new stake in shares of Arista Networks in the 3rd quarter valued at $1,177,000. Clear Street Group Inc. bought a new position in Arista Networks in the third quarter valued at about $3,876,000. Ausdal Financial Partners Inc. raised its stake in Arista Networks by 19.2% during the third quarter. Ausdal Financial Partners Inc. now owns 8,502 shares of the technology company's stock worth $1,239,000 after acquiring an additional 1,367 shares in the last quarter. Bamco Inc. NY acquired a new position in Arista Networks during the third quarter worth about $14,274,000. Finally, Banco Bilbao Vizcaya Argentaria S.A. lifted its holdings in shares of Arista Networks by 6.0% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 257,476 shares of the technology company's stock worth $37,477,000 after acquiring an additional 14,466 shares during the last quarter. 82.47% of the stock is currently owned by institutional investors.

Insider Activity

In other Arista Networks news, insider Kenneth Duda sold 26,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $142.35, for a total transaction of $3,701,100.00. Following the completion of the sale, the insider directly owned 512,400 shares in the company, valued at approximately $72,940,140. This trade represents a 4.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Yvonne Wassenaar sold 1,815 shares of Arista Networks stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the transaction, the director directly owned 12,574 shares of the company's stock, valued at approximately $1,665,300.56. This trade represents a 12.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 196,237 shares of company stock worth $25,865,760. 3.39% of the stock is owned by insiders.

Arista Networks Stock Performance

Shares of NYSE ANET opened at $133.67 on Friday. The company's 50 day moving average price is $134.86 and its 200-day moving average price is $137.32. Arista Networks, Inc. has a 52-week low of $59.43 and a 52-week high of $164.94. The company has a market capitalization of $167.96 billion, a P/E ratio of 48.43, a price-to-earnings-growth ratio of 2.37 and a beta of 1.46.

Arista Networks (NYSE:ANET - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The technology company reported $0.82 earnings per share 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 in the prior year, the company posted $0.66 earnings per share. Arista Networks's revenue for the quarter was up 28.9% compared to the same quarter last year. Analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current year.

Arista Networks News Roundup

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

Analyst Ratings Changes

ANET has been the subject of a number of research reports. Rosenblatt Securities increased their price target on Arista Networks from $140.00 to $165.00 and gave the company a "neutral" rating in a research note on Tuesday, February 10th. KeyCorp reaffirmed an "overweight" rating and issued a $178.00 price objective (up from $170.00) on shares of Arista Networks in a research note on Friday, February 13th. Morgan Stanley reiterated an "overweight" rating and issued a $165.00 price objective on shares of Arista Networks in a report on Friday, February 13th. Weiss Ratings reiterated a "hold (c+)" rating on shares of Arista Networks in a research report on Monday, December 29th. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $188.00 price target (up from $165.00) on shares of Arista Networks in a research report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $176.47.

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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