Recent discussions on X about Arista Networks (ANET) have been buzzing with reactions to the company's Analyst Day, where ambitious revenue targets for 2026, particularly in AI infrastructure, were unveiled. Many users are highlighting the firm’s strategic focus on AI networking as a key driver of growth, with some expressing optimism about its position in the cloud and hyperscaler markets. The stock’s recent rally has also caught attention, as it continues to gain traction among tech investors.
However, not all feedback is uniformly positive, as some voices on X have pointed out concerns over operational margin guidance, suggesting it might fall short of high expectations. Despite this, there’s a sense that Arista often underpromises and overdelivers, fueling speculation about future performance. The conversation reflects a dynamic mix of excitement and cautious analysis surrounding the company’s trajectory in the competitive tech landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Arista Networks Congressional Stock Trading
Members of Congress have traded $ANET stock 11 times in the past 6 months. Of those trades, 4 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- 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 has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 05/29, 04/08.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/07 and 1 sale worth up to $100,000 on 05/12.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- REPRESENTATIVE GREG LANDSMAN sold up to $15,000 on 03/27.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 03/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Arista Networks Insider Trading Activity
Arista Networks insiders have traded $ANET stock on the open market 206 times in the past 6 months. Of those trades, 0 have been purchases and 206 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 100 sales selling 6,150,062 shares for an estimated $774,533,346.
- KENNETH DUDA (CTO and SVP Software Eng.) has made 0 purchases and 81 sales selling 488,000 shares for an estimated $44,133,527.
- CHARLES H GIANCARLO has made 0 purchases and 17 sales selling 40,000 shares for an estimated $3,765,450.
- KELLY BODNAR BATTLES has made 0 purchases and 4 sales selling 2,356 shares for an estimated $201,261.
- 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 Hedge Fund Activity
We have seen 15 institutional investors add shares of Arista Networks stock to their portfolio, and 28 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GLADSTONE CAPITAL MANAGEMENT LLP removed 621,456 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $48,150,410
- GIVERNY CAPITAL INC. removed 466,528 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $47,730,479
- CIBC WORLD MARKETS CORP added 255,025 shares (+201.9%) to their portfolio in Q2 2025, for an estimated $26,091,607
- MEDIOLANUM INTERNATIONAL FUNDS LTD added 182,031 shares (+69.4%) to their portfolio in Q2 2025, for an estimated $18,623,591
- RHEOS CAPITAL WORKS INC. removed 110,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $11,254,100
- VESTOR CAPITAL, LLC added 76,690 shares (+1160.0%) to their portfolio in Q2 2025, for an estimated $7,846,153
- GW HENSSLER & ASSOCIATES LTD removed 61,816 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $6,324,394
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 11 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 09/12/2025
- Barclays issued a "Overweight" rating on 09/12/2025
- Citigroup issued a "Buy" rating on 09/12/2025
- Evercore ISI Group issued a "Outperform" rating on 09/12/2025
- JP Morgan issued a "Overweight" rating on 09/12/2025
- Needham issued a "Buy" rating on 08/06/2025
- Goldman Sachs issued a "Buy" rating on 08/06/2025
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 14 analysts offer price targets for $ANET in the last 6 months, with a median target of $155.0.
Here are some recent targets:
- Tim Long from Barclays set a target price of $179.0 on 09/12/2025
- Atif Malik from Citigroup set a target price of $176.0 on 09/12/2025
- Aaron Rakers from Wells Fargo set a target price of $175.0 on 09/12/2025
- Mike Genovese from Rosenblatt set a target price of $140.0 on 09/12/2025
- Amit Daryanani from Evercore ISI Group set a target price of $175.0 on 09/12/2025
- George Notter from Wolfe Research set a target price of $185.0 on 09/12/2025
- Samik Chatterjee from JP Morgan 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.
