ANET Arista Networks, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon days Filed May 28, 2026 Processed 2d 23h ago
Insider cluster: 3 insiders, $6.7M total
Latest settled — T+5d
ANET ▲ +9.34% at T+5d
NEUTRAL call ✓ call won +9.34% · α vs SPY +9.64% · entry $159.47 → $174.37
Next anchor: T+20d in 21d
Currently $154.27 · -3.26% from $159.47 entry
Entry anchored
May 28, 05:40 PM ET
via Databento tick
T+1d
+7.03%
call +7.03% · α +6.77%
$170.68
settled 7d ago
T+5d
+9.34%
call +9.34% · α +9.64%
$174.37
settled yesterday
T+20d
call — · α —
in 21d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Three insiders at Arista Networks, including CEO Jayshree Ullal and 10% owner Andreas Bechtolsheim, sold a combined $6.67M in open-market sales on May 26, 2026. The sales represent ~0.003% of the $214.9B market cap, making them trivial in proportion to company size. The cluster is not amplified by the academic literature on insider sales (which are weakly predictive) and the dollar value is immaterial relative to the company's scale.

Key Financial Metrics

Direction
selling
Total Value
$6.7M
Insiders
5

Actionable Insight

The insider sales are routine and immaterial relative to Arista's $214.9B market cap. No bearish signal — these are likely liquidity-driven or part of pre-planned 10b5-1 programs. Monitor upcoming earnings for fundamental trends, but this cluster alone does not warrant action.

Key Facts

  • CEO Jayshree Ullal sold 7.7K shares for $1.20M on May 26
  • 10% owner Andreas Bechtolsheim sold 33.0K shares for $5.09M on May 26
  • CFO Chantelle Breithaupt sold 2.4K shares for $384K on May 26
  • Total cluster value of $6.67M is ~0.003% of $214.9B market cap
  • Two directors received non-cash grants of 2,153 shares each at $0 on May 29 (no economic signal)

Financial Impact

Total insider sales of $6.67M, representing ~0.003% of market cap — immaterial

dilution

Risk Factors

  • Insider sales could be misinterpreted by retail as a bearish signal
  • CEO selling alongside a 10% owner may attract attention despite trivial size

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-1780441825735
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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