Silicon Valley Capital Partners Has $26.58 Million Stake in Arista Networks, Inc. $ANET

Key Points

• Silicon Valley Capital Partners increased its Arista Networks stake by 2,331.4% during the second quarter, acquiring 150,023 additional shares. Its 156,458-share position was valued at approximately $26.58 million.
• Arista Networks reported quarterly EPS of $1.02, surpassing the $0.89 consensus estimate, while revenue rose 37.7% year over year to $3.04 billion. The company issued third-quarter 2026 EPS guidance of $1.06–$1.08.
• Analysts maintain a broadly positive view, with the stock carrying a consensus “Buy” rating and an average price target of $227.80. However, insiders sold substantial shares during the quarter, including sales by the CEO and a director totaling $677.2 million.

Silicon Valley Capital Partners increased its position in Arista Networks, Inc. (NYSE:ANET - Free Report) by 2,331.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 156,458 shares of the technology company's stock after purchasing an additional 150,023 shares during the quarter. Arista Networks makes up 2.4% of Silicon Valley Capital Partners' portfolio, making the stock its 14th largest holding. Silicon Valley Capital Partners' holdings in Arista Networks were worth $26,579,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Main Street Group LTD bought a new position in shares of Arista Networks during the 1st quarter worth about $26,000. Sankala Group LLC acquired a new stake in Arista Networks during the fourth quarter valued at approximately $27,000. ABS Investment Management LLC acquired a new stake in Arista Networks during the second quarter valued at approximately $29,000. ABS Direct Equity Fund LLC bought a new stake in shares of Arista Networks in the 2nd quarter valued at approximately $29,000. Finally, Hilton Head Capital Partners LLC grew its stake in shares of Arista Networks by 184.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 245 shares of the technology company's stock valued at $30,000 after purchasing an additional 159 shares during the period. Institutional investors and hedge funds own 82.47% of the company's stock.

Arista Networks Trading Up 3.0%

NYSE ANET traded up $5.98 during trading hours on Monday, reaching $205.37. 4,947,437 shares of the company's stock were exchanged, compared to its average volume of 8,169,147. The firm has a fifty day moving average of $187.62 and a 200-day moving average of $164.61. Arista Networks, Inc. has a one year low of $114.52 and a one year high of $214.89. The stock has a market cap of $259.02 billion, a PE ratio of 64.79, a price-to-earnings-growth ratio of 2.37 and a beta of 1.62.

Arista Networks (NYSE:ANET - Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.13. The firm had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.83 billion. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The business's revenue for the quarter was up 37.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 EPS. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. As a group, research analysts forecast that Arista Networks, Inc. will post 3.7 EPS for the current year.

Analyst Ratings Changes

Several analysts recently commented on ANET shares. Citigroup reaffirmed a "buy" rating on shares of Arista Networks in a research note on Thursday, August 6th. Evercore reiterated an "outperform" rating on shares of Arista Networks in a research note on Thursday, September 10th. Erste Group Bank raised Arista Networks from a "hold" rating to a "buy" rating in a report on Wednesday, July 15th. Zacks Research raised shares of Arista Networks from a "hold" rating to a "strong-buy" rating in a report on Monday, August 10th. Finally, Rosenblatt Securities upped their target price on shares of Arista Networks from $210.00 to $280.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating and twenty-one have assigned a Buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $227.80.

Insider Activity

In other news, Director Mark B. Templeton sold 5,000 shares of the stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $197.16, for a total transaction of $985,800.00. Following the sale, the director directly owned 53,410 shares of the company's stock, valued at $10,530,315.60. This represents a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 13,809 shares of the firm's stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $191.79, for a total transaction of $2,648,428.11. Following the completion of the sale, the chief executive officer directly owned 9,917 shares of the company's stock, valued at approximately $1,901,981.43. This represents a 58.20% decrease in their position. 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. Over the last quarter, insiders have sold 3,484,361 shares of company stock worth $677,237,644. 2.70% of the stock is currently owned by insiders.

Arista Networks Profile

Arista Networks, Inc designs, develops and sells cloud networking solutions for large data centers, cloud service providers, internet companies, enterprises and other organizations. Its portfolio includes high-performance Ethernet switches, routers and wireless networking products used to connect servers, storage systems, users and applications across data center and campus environments.

The company's software offerings include Arista EOS, its Linux-based network operating system, and CloudVision, a cloud-based platform for network management, automation, monitoring and analytics.

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