AI Networking Strength: Social media discussions position Arista Networks as a top AI infrastructure play, powering hyperscalers and data centers with advanced Ethernet solutions. Users highlight its direct exposure to the 800G to 1.6T upgrade cycle and accelerating earnings growth.
Analyst Optimism Ahead of Earnings: Evercore's addition of the stock to its tactical outperform list has sparked enthusiasm, driven by expectations of Q1 upside from AI demand. Conversations note recent blowout results and the upcoming May 5 report as key catalysts.
Upgrade-Driven Momentum: A Rosenblatt upgrade to Buy with a $180 target underscores confidence in AI dominance. Breakouts to new highs and sustained strength above key moving averages dominate the bullish chatter.
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 151 times in the past 6 months. Of those trades, 0 have been purchases and 151 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 14 sales selling 792,993 shares for an estimated $126,910,564.
- KENNETH DUDA (President and CTO) has made 0 purchases and 90 sales selling 342,000 shares for an estimated $46,802,731.
- CHARLES H GIANCARLO has made 0 purchases and 21 sales selling 48,000 shares for an estimated $6,512,441.
- CHANTELLE YVETTE BREITHAUPT (Senior Vice President, CFO) sold 8,890 shares for an estimated $1,378,164
- YVONNE WASSENAAR has made 0 purchases and 14 sales selling 4,605 shares for an estimated $641,317.
- KELLY BODNAR BATTLES has made 0 purchases and 11 sales selling 844 shares for an estimated $103,478.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Arista Networks Revenue
Arista Networks had revenues of $2.5B in Q4 2025.
You can track ANET financials on Quiver Quantitative's ANET stock page.
Arista Networks Congressional Stock Trading
Members of Congress have traded $ANET stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 2 sales worth up to $30,000 on 03/25, 12/24.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/11, 11/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Arista Networks Hedge Fund Activity
We have seen 979 institutional investors add shares of Arista Networks stock to their portfolio, and 865 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 27,437,121 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $3,595,085,964
- JPMORGAN CHASE & CO removed 7,454,839 shares (-39.1%) from their portfolio in Q4 2025, for an estimated $976,807,554
- FMR LLC added 6,996,418 shares (+21.8%) to their portfolio in Q4 2025, for an estimated $916,740,650
- BLACKROCK, INC. added 6,153,123 shares (+6.9%) to their portfolio in Q4 2025, for an estimated $806,243,706
- M&T BANK CORP added 3,890,146 shares (+3182.7%) to their portfolio in Q4 2025, for an estimated $509,725,830
- FRANKLIN RESOURCES INC added 2,934,098 shares (+59.3%) to their portfolio in Q4 2025, for an estimated $384,454,860
- ALLIANCEBERNSTEIN L.P. removed 2,879,175 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $377,258,300
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/13/2026
- Morgan Stanley issued a "Overweight" rating on 12/17/2025
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 12 analysts offer price targets for $ANET in the last 6 months, with a median target of $182.0.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $200.0 on 04/16/2026
- Mike Genovese from Rosenblatt set a target price of $180.0 on 04/07/2026
- Matthew Niknam from Truist Securities set a target price of $161.0 on 03/31/2026
- Sean O'Loughlin from TD Cowen set a target price of $170.0 on 03/12/2026
- Ryan Koontz from Needham set a target price of $185.0 on 02/18/2026
- Tim Long from Barclays set a target price of $184.0 on 02/13/2026
- Michael Ng from Goldman Sachs set a target price of $188.0 on 02/13/2026
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.
