AI Growth Buzz: Recent chatter on X about Arista Networks (ANET) has been heavily focused on its pivotal role in AI-driven data center solutions. Many are pointing to the company’s strong quarterly earnings as a sign of robust growth, with excitement building around its latest R4 series launch for high-speed networking. The stock’s momentum is a hot topic as it hits new highs.
Competitive Pressures: Some discussions on X have raised concerns about competition, particularly after news of major tech players adopting alternative networking solutions for AI infrastructure. Despite this, others argue that Arista’s deep integration with hyperscalers keeps it ahead. The upcoming earnings report is seen as a critical moment to gauge its standing.
Long-Term Optimism: A significant portion of the conversation highlights Arista’s long-term potential in the tech sector, often noting its consistent performance over the past decade. Posts on X frequently mention its importance to data center buildouts, though it remains under the radar for some retail investors. The sentiment leans toward confidence in its future trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Arista Networks Insider Trading Activity
Arista Networks insiders have traded $ANET stock on the open market 228 times in the past 6 months. Of those trades, 0 have been purchases and 228 have been sales.
Here’s a breakdown of recent trading of $ANET stock by insiders over the last 6 months:
- JAYSHREE ULLAL (CEO and Chairperson) has made 0 purchases and 115 sales selling 7,397,750 shares for an estimated $959,856,407.
- KENNETH DUDA (President and CTO) has made 0 purchases and 81 sales selling 440,000 shares for an estimated $49,381,904.
- CHARLES H GIANCARLO has made 0 purchases and 26 sales selling 90,000 shares for an estimated $12,224,644.
- KELLY BODNAR BATTLES has made 0 purchases and 2 sales selling 864 shares for an estimated $99,081.
- YVONNE WASSENAAR has made 0 purchases and 4 sales selling 168 shares for an estimated $15,825.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Arista Networks Congressional Stock Trading
Members of Congress have traded $ANET stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/14 and 1 sale worth up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 08/13.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 05/29.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Arista Networks Hedge Fund Activity
We have seen 211 institutional investors add shares of Arista Networks stock to their portfolio, and 148 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 5,525,828 shares (+2829.0%) to their portfolio in Q3 2025, for an estimated $805,168,397
- DSM CAPITAL PARTNERS LLC removed 2,082,080 shares (-41.5%) from their portfolio in Q3 2025, for an estimated $303,379,876
- NORDEA INVESTMENT MANAGEMENT AB removed 882,118 shares (-12.5%) from their portfolio in Q3 2025, for an estimated $128,533,413
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 878,023 shares (+28.6%) to their portfolio in Q3 2025, for an estimated $127,936,731
- GIVERNY CAPITAL INC. removed 466,528 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $47,730,479
- CERITY PARTNERS LLC added 306,282 shares (+inf%) to their portfolio in Q3 2025, for an estimated $44,628,350
- TEACHER RETIREMENT SYSTEM OF TEXAS removed 275,222 shares (-41.1%) from their portfolio in Q3 2025, for an estimated $40,102,597
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Arista Networks Analyst Ratings
Wall Street analysts have issued reports on $ANET in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/10/2025
- JP Morgan issued a "Overweight" rating on 09/12/2025
- Melius Research issued a "Buy" rating on 09/12/2025
- Barclays issued a "Overweight" rating on 09/12/2025
- Evercore ISI Group issued a "Outperform" rating on 09/12/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Citigroup issued a "Buy" rating on 09/12/2025
To track analyst ratings and price targets for Arista Networks, check out Quiver Quantitative's $ANET forecast page.
Arista Networks Price Targets
Multiple analysts have issued price targets for $ANET recently. We have seen 15 analysts offer price targets for $ANET in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Meta Marshall from Morgan Stanley set a target price of $171.0 on 10/10/2025
- Ryan Koontz from Needham set a target price of $160.0 on 09/16/2025
- George Notter from Wolfe Research set a target price of $185.0 on 09/12/2025
- Atif Malik from Citigroup set a target price of $176.0 on 09/12/2025
- Ben Reitzes from Melius Research set a target price of $185.0 on 09/12/2025
- Michael Ng from Goldman Sachs set a target price of $175.0 on 09/12/2025
- Amit Daryanani from Evercore ISI Group set a target price of $175.0 on 09/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
