Recent discussions on X about Arista Networks (ANET) have centered around the company's strong quarterly performance and its positioning in the AI and cloud networking sectors. Many users have highlighted the company's impressive Q2 results, which surpassed expectations, and noted analyst upgrades with optimistic price targets. There's a palpable excitement about Arista's role as a key player in data center solutions amid the ongoing AI infrastructure boom.
Additionally, some conversations on X have focused on the stock's technical performance, with users pointing out favorable chart patterns and potential for new highs. The buzz also includes speculation on how Arista benefits from increased capital expenditure in AI-driven data centers, with some calling it a critical supplier for hyperscalers. These discussions reflect a dynamic interest in the stock's near-term trajectory.
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 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- 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 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 04/29.
- 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.
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 241 times in the past 6 months. Of those trades, 0 have been purchases and 241 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 96 sales selling 544,000 shares for an estimated $52,074,051.
- CHARLES H GIANCARLO has made 0 purchases and 22 sales selling 90,000 shares for an estimated $11,753,429.
- 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 16 institutional investors add shares of Arista Networks stock to their portfolio, and 14 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- GENEVA PARTNERS, LLC removed 27,432 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,806,567
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:
- JP Morgan issued a "Overweight" rating on 09/12/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Melius Research issued a "Buy" rating on 09/12/2025
- Morgan Stanley issued a "Overweight" rating on 09/12/2025
- Evercore ISI Group issued a "Outperform" rating on 09/12/2025
- Barclays issued a "Overweight" 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:
- Ryan Koontz from Needham set a target price of $160.0 on 09/16/2025
- Amit Daryanani from Evercore ISI Group set a target price of $175.0 on 09/12/2025
- Meta Marshall from Morgan Stanley set a target price of $140.0 on 09/12/2025
- 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
- George Notter from Wolfe Research set a target price of $185.0 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.
