ANET

Arista Networks, Inc.

NYSE · Computer Communications Equipment · Inc. DE · CIK 0001596532
$154.27 -7.07% $209.0B
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)Congressional Activity (1)
Vol
Market Cap$209.0B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders9 funds
Inst. Value$24.9B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 12S
Insider Net $-$30.3M
Reddit Sentiment59° Warm
SEC Reports17
Congressional5 trades
Exchange NYSE·Sector Computer Communications Equipment·Inc. DE·CIK 0001596532·Prev Close $166.01

Recent Activity

Jun 4, 2026 SEC
Andreas Bechtolsheim, co-founder and 10%+ stockholder of Arista Networks, filed a Form 144 to sell 240,000 shares (~$39.
144 — Impact 4/10
Jun 3, 2026 SEC
A cluster of insider selling at Arista Networks over the past week totaled $6.72M, led by 10% owner Andreas Bechtolsheim
CLUSTER — Impact 3/10
Jun 2, 2026 SEC
Three insiders at Arista Networks, including CEO Jayshree Ullal and 10% owner Andreas Bechtolsheim, sold a combined $6.6
CLUSTER — Impact 2/10
Jun 1, 2026 Insider
Giancarlo Charles H sold 302 shares
Director @ $162.28 ($49.0K)
May 29, 2026 Insider
Wassenaar Yvonne sold 2,153 shares
Director @ $0.00 ($0.00)
May 29, 2026 Insider
Scheinman Daniel sold 2,153 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
11,894,702 shares ($1.6B)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
1,702,192 shares ($223.0M)

Price Targets

$188.20 +22.0% upside Strong Buy
Current $154.27 Low $164.00 Median $185.00 High $220.00 27 analysts
$164.00 $220.00

Analyst Ratings

Strong Buy91% buy · 34 analysts
9Strong Buy
22Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Barclays MAINTAIN Overweight → Overweight
May 6, 2026 UBS MAINTAIN Buy → Buy
May 6, 2026 Citigroup MAINTAIN Buy → Buy
May 6, 2026 TD Cowen MAINTAIN Buy → Buy
May 6, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.88 ▲ +3.1% $0.87 — $0.90 21% YoY 24
Next Q $0.91 ▲ +1.1% $0.87 — $0.94 22% YoY 23
Current FY $3.63 ▲ +2.4% $3.56 — $3.77 22% YoY 26
Next FY $4.45 ▲ +3.2% $4.06 — $5.20 23% YoY 27

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.3B
FMR LLC$5.1BADD
MORGAN STANLEY$2.4BDOUBLED
NORGES BANK$1.6BNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$976.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Giancarlo CharlesSELL$49.0K
May 29, 2026Wassenaar YvonneA$0.00
May 29, 2026Scheinman DanielA$0.00
May 29, 2026Giancarlo CharlesA$0.00
May 29, 2026TEMPLETON MARKA$0.00

Reddit Sentiment

59°
Warm
Bearish Neutral Bullish
19 mentions 8 bullish 4 bearish

Congressional Trades

3 members: 2 buys, 3 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
Anthony WiedRSELL$100,001 - $250,000
Anthony WiedRSELL$15,001 - $50,000
9 institutional holders with $24.9B total value (190,315,443 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC101,189,629$13.3B53.2%
2FMR LLC39,038,299$5.1B20.5%ADD +26.8%
3MORGAN STANLEY18,179,893$2.4B9.6%DOUBLED +314.2%
4NORGES BANK11,894,702$1.6B6.2%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,452,683$976.5M3.9%DOUBLED +320.0%
6BANK OF AMERICA CORP /DE/5,931,083$777.1M3.1%
7WELLS FARGO & COMPANY/MN4,152,122$544.1M2.2%DOUBLED +309.9%
8TWO SIGMA INVESTMENTS, LP1,702,192$223.0M0.9%ADD +27.8%
9RENAISSANCE TECHNOLOGIES LLC774,840$101.5M0.4%TRIM -62.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW11,894,702$1.6B2025-Q4
TWO SIGMA INVESTMENTS, LPADD1,331,5251,702,192+27.8%$223.0M2025-Q4
FMR LLCADD25,279,19432,041,881+26.8%$4.7B2025-Q3
NORGES BANKEXIT12,004,4670-100.0%$0.002025-Q3
FMR LLCTRIM49,967,34125,279,194-49.4%$2.6B2025-Q2
NORGES BANKNEW12,004,467$1.2B2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM2,767,0581,577,942-43.0%$161.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM1,818,800678,900-62.7%$69.5M2025-Q2
UBS Group AGDOUBLED4,122,4718,326,737+102.0%$645.2M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED460,0912,767,058+501.4%$214.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD1,000,1001,818,800+81.9%$140.9M2025-Q1
NORGES BANKEXIT12,646,6420-100.0%$0.002025-Q1
MORGAN STANLEYDOUBLED4,986,35020,654,474+314.2%$2.3B2024-Q4
NORGES BANKDOUBLED3,061,04012,646,642+313.1%$1.4B2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED1,537,3816,457,263+320.0%$713.7M2024-Q4
CITADEL ADVISORS LLCDOUBLED2,387,2515,425,939+127.3%$599.7M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED1,078,0804,418,820+309.9%$488.4M2024-Q4
UBS Group AGDOUBLED980,6894,122,471+320.4%$455.7M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED341,8001,000,100+192.6%$110.5M2024-Q4
CITADEL ADVISORS LLCEXIT2,387,2510-100.0%$0.002024-Q4
MORGAN STANLEYEXIT4,986,3500-100.0%$0.002024-Q4
WELLS FARGO & COMPANY/MNEXIT1,078,0800-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCEXIT1,537,3810-100.0%$0.002024-Q4
UBS Group AGEXIT980,6890-100.0%$0.002024-Q4
NORGES BANKEXIT3,061,0400-100.0%$0.002024-Q4
11 unique insiders with 12 transactions. Net insider value: -$30.3M ($0.00 bought, $30.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Giancarlo Charles HDirectorSELL302$162.28$49.0K
May 29, 2026Wassenaar YvonneDirectorA2,153$0.00$0.00
May 29, 2026Scheinman DanielDirectorA2,153$0.00$0.00
May 29, 2026Giancarlo Charles HDirectorA2,153$0.00$0.00
May 29, 2026TEMPLETON MARK BDirectorA2,153$0.00$0.00
May 29, 2026Lavender Robert GDirectorA2,153$0.00$0.00
May 29, 2026Battles Kelly BodnarDirectorA2,153$0.00$0.00
May 29, 2026CHEW LEWISDirectorA2,153$0.00$0.00
May 26, 2026Breithaupt Chantelle YvetteSenior Vice President, CFOSELL2,448$157.00$384.3K
May 26, 2026BECHTOLSHEIM ANDREAS10%+ OwnerSELL32,973$154.50$5.1M
May 26, 2026Ullal JayshreeCEO and ChairpersonSELL7,740$154.47$1.2M
May 22, 2026BECHTOLSHEIM ANDREAS10%+ OwnerSELL24,381$149.68$3.6M
May 21, 2026Duda KennethPresident and CTOJ100,000$0.00$0.00
May 21, 2026Battles Kelly BodnarDirectorSELL2$140.49$280.98
May 20, 2026Battles Kelly BodnarDirectorM971$0.00$0.00
May 20, 2026Battles Kelly BodnarDirectorM971$0.00$0.00
May 20, 2026CHEW LEWISDirectorM971$0.00$0.00
May 20, 2026CHEW LEWISDirectorM971$0.00$0.00
May 20, 2026Lavender Robert GDirectorM807$0.00$0.00
May 20, 2026Giancarlo Charles HDirectorM971$0.00$0.00
May 20, 2026Lavender Robert GDirectorM807$0.00$0.00
May 20, 2026Giancarlo Charles HDirectorM971$0.00$0.00
May 20, 2026Scheinman DanielDirectorM971$0.00$0.00
May 20, 2026Scheinman DanielDirectorM971$0.00$0.00
May 20, 2026Wassenaar YvonneDirectorM971$0.00$0.00
May 20, 2026Wassenaar YvonneDirectorSELL324$139.89$45.3K
May 20, 2026Wassenaar YvonneDirectorM971$0.00$0.00
May 20, 2026TEMPLETON MARK BDirectorM971$0.00$0.00
May 20, 2026Breithaupt Chantelle YvetteSenior Vice President, CFOM10,916$0.00$0.00
May 20, 2026Duda KennethPresident and CTOM1,836$0.00$0.00
May 20, 2026TEMPLETON MARK BDirectorM971$0.00$0.00
May 20, 2026Breithaupt Chantelle YvetteSenior Vice President, CFOF6,144$141.58$869.9K
May 20, 2026Breithaupt Chantelle YvetteSenior Vice President, CFOM10,916$0.00$0.00
May 20, 2026Breithaupt Chantelle YvetteSenior Vice President, CFOM1,350$0.00$0.00
May 20, 2026Ullal JayshreeCEO and ChairpersonM27,664$0.00$0.00
May 20, 2026Ullal JayshreeCEO and ChairpersonF13,855$141.58$2.0M
May 20, 2026Duda KennethPresident and CTOM1,350$0.00$0.00
May 20, 2026Duda KennethPresident and CTOM4,148$0.00$0.00
May 20, 2026Ullal JayshreeCEO and ChairpersonM27,664$0.00$0.00
May 20, 2026Duda KennethPresident and CTOM3,884$0.00$0.00
May 20, 2026Duda KennethPresident and CTOF15,545$141.58$2.2M
May 20, 2026Duda KennethPresident and CTOM19,816$0.00$0.00
May 20, 2026Duda KennethPresident and CTOM3,884$0.00$0.00
May 18, 2026Duda KennethPresident and CTOM32,000$15.26$488.4K
May 18, 2026Duda KennethPresident and CTOSELL14,501$139.41$2.0M
May 18, 2026Duda KennethPresident and CTOM32,000$0.00$0.00
May 1, 2026Giancarlo Charles HDirectorSELL467$173.39$81.0K
Apr 22, 2026Ullal JayshreeCEO and ChairpersonSELL52,838$177.28$9.4M
Apr 21, 2026Ullal JayshreeCEO and ChairpersonSELL4,519$167.64$757.6K
Apr 20, 2026Ullal JayshreeCEO and ChairpersonSELL45,920$167.31$7.7M
17 SEC filing reports analyzed. Sentiment: 1 bullish, 4 bearish, 0 mixed, 12 neutral. Avg impact: 4.0/10.
NEUTRAL 144 4/10
Andreas Bechtolsheim, co-founder and 10%+ stockholder of Arista Networks, filed a Form 144 to sell 2
Jun 4, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider selling at Arista Networks over the past week totaled $6.72M, led by 10% owner
Jun 3, 2026
NEUTRAL CLUSTER 2/10
Three insiders at Arista Networks, including CEO Jayshree Ullal and 10% owner Andreas Bechtolsheim,
Jun 2, 2026
NEUTRAL CLUSTER 3/10
Four Arista Networks insiders, including CEO Jayshree Ullal and CFO Chantelle Breithaupt, sold a tot
May 28, 2026
NEUTRAL CLUSTER 3/10
Four Arista insiders sold a total of ~$5.72M in open-market sales over a 7-day window, led by 10% ow
May 27, 2026
NEUTRAL CLUSTER 2/10
Arista President/CTO Kenneth Duda and Director Yvonne Wassenaar sold shares in open-market transacti
May 26, 2026
NEUTRAL 144 4/10
Arista Networks co-founder and 10% stockholder Andreas Bechtolsheim filed a Form 144 on May 26, 2026
May 26, 2026
NEUTRAL CLUSTER 2/10
Two insiders at Arista Networks sold a total of $2.07M in shares, representing ~0.001% of market cap
May 22, 2026
NEUTRAL 144 3/10
Arista Networks co-founder and Chairman Andreas Bechtolsheim filed a Form 144 to sell 205,000 shares
May 22, 2026
BULLISH 8-K 8/10
Arista Networks reported Q1 2026 revenue of $2.709B (+35.1% YoY) and GAAP EPS of $0.80, beating cons
May 5, 2026
NEUTRAL 144 2/10
Director Charles Giancarlo filed a Form 144 indicating intent to sell 24,000 shares of Arista Networ
May 1, 2026
BEARISH CLUSTER 7/10
Arista Networks insiders sold $9.59 million in shares over a 7-day period, led by CEO Jayshree Ullal
Apr 24, 2026
BEARISH CLUSTER 6/10
Three Arista Networks insiders, including CEO Jayshree Ullal and CFO Chantelle Breithaupt, sold shar
Apr 20, 2026
BEARISH CLUSTER 7/10
Three Arista Networks insiders sold shares in a 7-day window, including CEO Jayshree Ullal who sold
Apr 17, 2026
BEARISH CLUSTER 7/10
Arista Networks' CEO and CFO sold over $18.3 million in shares within a 7-day window, with the CEO a
Apr 16, 2026
NEUTRAL CLUSTER 3/10
Arista Networks insider Giancarlo Charles H sold 3,100 shares in an open-market transaction for appr
Mar 5, 2026
NEUTRAL CLUSTER 2/10
Two Arista Networks insiders sold shares in the past week, totaling approximately $24,407 in open-ma
Feb 28, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 34 analysts: 9 strong buy, 22 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$188.20 mean target +22.0% upside Strong Buy (1.30)
$164.00 Low $220.00 High
MetricValue
Current Price$154.27
Target Low$164.00
Target Mean$188.20
Target Median$185.00
Target High$220.00
# Analysts27
RecommendationStrong Buy (1.30)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.88 $0.87 $0.90 21.0% +3.1% 19↑ 1↓ $2.8B 28.2% 24
Next Q
2026-09-30
$0.91 $0.87 $0.94 21.7% +1.1% 16↑ 4↓ $2.9B 27.4% 23
Current FY
2026-12-31
$3.63 $3.56 $3.77 21.8% +2.4% 22↑ 4↓ $11.6B 28.8% 26
Next FY
2027-12-31
$4.45 $4.06 $5.20 22.6% +3.2% 24↑ 3↓ $14.3B 23.5% 27

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.883
7d ago$0.883
30d ago$0.857+0.026
60d ago$0.856+0.027
90d ago$0.856+0.027
14 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 UBS MAINTAIN Buy Buy
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 TD Cowen MAINTAIN Buy Buy
May 6, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 6, 2026 Rosenblatt MAINTAIN Buy Buy
May 6, 2026 Needham REITERATE Buy Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 7, 2026 Rosenblatt UPGRADE Neutral Buy
Mar 31, 2026 Truist Securities INITIATE Buy
Mar 12, 2026 TD Cowen INITIATE Buy
Feb 18, 2026 Needham REITERATE Buy Buy
Feb 13, 2026 UBS MAINTAIN Buy Buy
Feb 13, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 13, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 13, 2026 Barclays MAINTAIN Overweight Overweight
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 13, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 13, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 13, 2026 Rosenblatt MAINTAIN Neutral Neutral
Feb 13, 2026 Needham MAINTAIN Buy Buy
Feb 10, 2026 Rosenblatt MAINTAIN Neutral Neutral
Jan 5, 2026 Piper Sandler UPGRADE Neutral Overweight
Dec 17, 2025 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202692230091%
May 1, 202692230091%
Apr 1, 202682140088%
Mar 1, 202682040088%
Feb 1, 202682040088%
Jan 1, 202681950084%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 3 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 25, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Arista Networks IncApr 8, 2026 (15d)
Feb 12, 2026Anthony WiedRHOUSESELL$100,001 - $250,000Arista Networks IncMar 12, 2026 (29d)
Feb 3, 2026Anthony WiedRHOUSESELL$15,001 - $50,000Arista Networks IncMar 12, 2026 (38d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Arista Networks IncFeb 16, 2026 (18d)
Dec 11, 2025John BoozmanRSENATEBUY$1,001 - $15,000Arista Networks IncJan 13, 2026 (34d)
59°
Warm
Bearish Neutral Bullish
19 mentions 8 bullish 4 bearish 17 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
May 19, 2026144° Neutral001
May 19, 2026144° Neutral001
May 13, 2026233° Cool022
May 13, 2026233° Cool022
May 11, 2026160° Warm101
May 11, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 17, 2026150° Neutral001
Apr 17, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Feb 28, 2026150° Neutral001
Feb 21, 2026160° Warm101
Feb 14, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
Gain Porn from epic day - Thank you MU, MSFT and ANET - Enjoy.
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
ANET seems to be a good one for this year
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 1d 23h ago
CRWD beats and raises. Also announces 4 for 1 split.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
MU Gain Porn - Enjoy
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 3mo ago
Should i sell a stock to add ANET
▲ 1 💬 0 ⚡ 0.4
May 28, 2026
short_volume
Short Volume: ANET — 58.2% short (1.8M / 3.2M)
Short: 1,840,454 | Exempt: 1,468 | TRF Vol: 3,160,540 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: ANET — 162,476 shares ($22.9M) failed to deliver
Settlement: 20260514, Price: $140.69, FTD Value: $22,858,748.44, ARISTA NETWORKS INC COM NEW
May 11, 2026
dark_pool
Dark Pool: ANET — 20.3M shares, 251,674 trades
Week starting 2026-05-11. Total ATS volume: 20,312,332 shares across 251,674 trades.
May 5, 2026
earnings_calendar
ANET Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: ANET — 23.8M shares, 313,416 trades
Week starting 2026-05-04. Total ATS volume: 23,846,574 shares across 313,416 trades.
Apr 27, 2026
dark_pool
Dark Pool: ANET — 9.9M shares, 156,214 trades
Week starting 2026-04-27. Total ATS volume: 9,913,755 shares across 156,214 trades.
Apr 22, 2026
short_volume
Short Volume: ANET — 55.2% short (1.9M / 3.5M)
Short: 1,913,931 | Exempt: 1,771 | TRF Vol: 3,466,299 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: ANET — 11.7M shares, 162,570 trades
Week starting 2026-04-20. Total ATS volume: 11,654,800 shares across 162,570 trades.
Apr 13, 2026
short_interest
FTD: ANET — 8,248 shares ($1.2M) failed to deliver
Settlement: 20260413, Price: $147.35, FTD Value: $1,215,342.8, ARISTA NETWORKS INC COM NEW
Apr 13, 2026
dark_pool
Dark Pool: ANET — 11.2M shares, 147,937 trades
Week starting 2026-04-13. Total ATS volume: 11,158,621 shares across 147,937 trades.
Apr 10, 2026
short_volume
Short Volume: ANET — 65.3% short (1.9M / 2.8M)
Short: 1,853,556 | Exempt: 1,319 | TRF Vol: 2,838,987 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: ANET — 62.9% short (1.6M / 2.5M)
Short: 1,555,286 | Exempt: 2,114 | TRF Vol: 2,471,166 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: ANET — 10.3M shares, 157,669 trades
Week starting 2026-04-06. Total ATS volume: 10,251,362 shares across 157,669 trades.
Apr 1, 2026
short_volume
Short Volume: ANET — 65.0% short (1.4M / 2.2M)
Short: 1,427,534 | Exempt: 2,902 | TRF Vol: 2,195,664 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: ANET — 7.3M shares, 110,526 trades
Week starting 2026-03-30. Total ATS volume: 7,259,481 shares across 110,526 trades.