UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Trims Stock Holdings in Arista Networks, Inc. $ANET

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its holdings in Arista Networks, Inc. (NYSE:ANET - Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,462,016 shares of the technology company's stock after selling 158,726 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.83% of Arista Networks worth $1,777,287,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. State Street Corp raised its stake in shares of Arista Networks by 1.4% during the fourth quarter. State Street Corp now owns 46,970,697 shares of the technology company's stock worth $6,154,570,000 after purchasing an additional 628,146 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in Arista Networks by 1.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 37,171,766 shares of the technology company's stock valued at $4,870,618,000 after buying an additional 380,724 shares during the last quarter. Geode Capital Management LLC grew its position in Arista Networks by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 26,447,629 shares of the technology company's stock valued at $3,455,095,000 after buying an additional 477,625 shares during the last quarter. Norges Bank acquired a new position in Arista Networks in the 4th quarter valued at $1,558,563,000. Finally, Massachusetts Financial Services Co. MA raised its position in Arista Networks by 34.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 9,725,196 shares of the technology company's stock worth $1,712,788,000 after buying an additional 2,497,275 shares during the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on ANET shares. UBS Group reaffirmed a "buy" rating and issued a $259.00 target price (up from $187.00) on shares of Arista Networks in a report on Wednesday, August 5th. Weiss Ratings downgraded shares of Arista Networks from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, August 12th. Morgan Stanley reaffirmed an "overweight" rating and issued a $220.00 price objective (up from $190.00) on shares of Arista Networks in a report on Wednesday, August 5th. The Goldman Sachs Group reiterated a "buy" rating and set a $225.00 target price on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, TD Cowen increased their target price on Arista Networks from $210.00 to $250.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Arista Networks has a consensus rating of "Buy" and a consensus price target of $226.05.

Insider Activity at Arista Networks

In other Arista Networks news, major shareholder Andreas Bechtolsheim sold 300,000 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $203.30, for a total value of $60,990,000.00. Following the sale, the insider owned 181,143,048 shares of the company's stock, valued at approximately $36,826,381,658.40. This represents a 0.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jayshree Ullal sold 767,029 shares of the company's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $201.22, for a total value of $154,341,575.38. Following the completion of the sale, the chief executive officer directly owned 16,387,981 shares in the company, valued at $3,297,589,536.82. This trade represents a 4.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,950,082 shares of company stock valued at $741,060,096 over the last ninety days. 2.70% of the stock is currently owned by company insiders.

Key Headlines Impacting Arista Networks

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

• Positive Sentiment: Arista Networks continues to benefit from growing AI data-center investment. Demand for high-speed, scalable networking equipment from cloud providers and enterprises supports the company’s long-term growth outlook. 3 Stocks That Are No-Brainer Buys in the Second Half of 2026
• Positive Sentiment: Wall Street’s consensus remains bullish, with an average “Buy” recommendation and several analysts recently raising price targets, including targets of $240, $250 and $280. However, brokerage ratings can be optimistic and may already reflect substantial AI-related growth expectations. Is It Worth Investing in Arista Networks Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Arista’s latest results were strong: quarterly revenue rose 37.7% year over year to $3.04 billion, exceeding expectations, while EPS of $1.02 topped the $0.89 consensus. Third-quarter EPS guidance of $1.06–$1.08 provides continued support, but investors are focused on whether growth can meet the high valuation.
• Negative Sentiment: Component availability is becoming a key investment risk. A potential earnings-multiple contraction over the next two years depends less on customer demand than on whether Arista can obtain the parts needed to fulfill AI-networking orders on time. Delays could pressure revenue timing and margins. Arista’s Price Assumes the Parts Arrive on Time
• Negative Sentiment: CEO Jayshree Ullal sold 13,809 shares for approximately $2.65 million, reducing her direct ownership by 58.2%. The sale was executed under a pre-arranged Rule 10b5-1 plan, making it a weaker bearish signal, but it may still contribute to profit-taking concerns. SEC insider sale filing
• Negative Sentiment: Political resistance to new AI data centers could delay or restrict projects, potentially slowing infrastructure spending by Arista’s major cloud customers. Arista Networks Faces New Political Risk

Arista Networks Trading Down 2.7%

ANET stock opened at $195.59 on Friday. The company has a market cap of $246.68 billion, a P/E ratio of 61.70, a P/E/G ratio of 2.02 and a beta of 1.60. Arista Networks, Inc. has a 52 week low of $114.52 and a 52 week high of $214.89. The company's 50-day moving average price is $180.28 and its 200 day moving average price is $158.40.

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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