ANET Arista Networks, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 3, 2026 Processed 1d 22h ago
Insider cluster: 4 insiders, $6.7M total

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Executive Summary

A cluster of insider selling at Arista Networks over the past week totaled $6.72M, led by 10% owner Andreas Bechtolsheim ($5.09M), CEO Jayshree Ullal ($1.20M), and CFO Chantelle Breithaupt ($384K). The selling is concentrated among top insiders on the same day (May 26), which could signal a planned liquidity event or a cautious view on valuation at a $220B market cap. The total value is ~0.003% of market cap — trivial relative to company size — and the cluster includes routine director grants (non-cash) that do not affect sentiment.

Key Financial Metrics

Direction
selling
Total Value
$6.7M
Insiders
4

Actionable Insight

The selling is too small relative to market cap to be a bearish signal. Monitor for any upcoming earnings or material news that could explain the timing of the May 26 sales. The director grants are routine annual equity awards and carry no trading signal.

Key Facts

  • Total insider selling of $6.72M over 7 days, representing ~0.003% of $220.8B market cap
  • CEO Jayshree Ullal sold $1.20M worth of shares on May 26
  • CFO Chantelle Breithaupt sold $384K on May 26
  • 10% owner Andreas Bechtolsheim sold $5.09M on May 26
  • Seven directors received non-cash grants of 2,153 shares each on May 29 ($0 value)
  • No open-market insider buying in the cluster

Financial Impact

Total insider selling of $6.72M, which is 0.003% of market cap — immaterial

insider ownershipfloat

Risk Factors

  • Insider selling concentrated among top executives and 10% owner could indicate caution if followed by more sales
  • No insider buying to offset the selling pattern

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
91% bullish (34 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1780528635241
18 reports for ANET
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +18.57%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
Type Now
Jun 5, 2026
today
144
NEUTRAL ★ 3/10
$153.24 awaiting T+5awaiting T+5$154.27 (+0.67%)
Jun 4, 2026
today
144
NEUTRAL ★ 4/10
awaiting T+5
Jun 3, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 28, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.47 $174.37▲ +9.34%▲ +9.64%$154.27 (−3.26%)
May 28, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 27, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 26, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 26, 2026
10d ago
144
NEUTRAL ★ 4/10
awaiting T+5
May 22, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 22, 2026
14d ago
144
NEUTRAL ★ 3/10
awaiting T+5
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (39h 14m)

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