<div id="readability-page-1"><p>Northeast Investment Management boosted its holdings in shares of  Arista Networks, Inc. (NYSE:ANET - Free Report) by 216.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,327 shares of the technology company's stock after buying an additional 10,477 shares during the quarter. Northeast Investment Management's holdings in Arista Networks were worth $2,008,000 at the end of the most recent quarter.</p><div><p><span></span><span>Get <strong>Arista Networks</strong> alerts:</span></p></div><ul><li>5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge</li></ul><p>Several other large investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in  Arista Networks by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company's stock valued at $13,258,877,000 after buying an additional 1,188,799 shares during the period.  State Street Corp grew its position in  Arista Networks by 0.5% during the third quarter. State Street Corp now owns 46,342,551 shares of the technology company's stock valued at $6,752,573,000 after buying an additional 245,976 shares during the period.  Invesco Ltd. grew its position in  Arista Networks by 1.8% during the third quarter. Invesco Ltd. now owns 10,094,255 shares of the technology company's stock valued at $1,470,834,000 after buying an additional 181,813 shares during the period.  Arrowstreet Capital Limited Partnership grew its position in  Arista Networks by 82.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 9,587,115 shares of the technology company's stock valued at $1,396,939,000 after buying an additional 4,332,659 shares during the period.  Finally, Swedbank AB boosted its position in shares of  Arista Networks by 3.6% in the fourth quarter. Swedbank AB now owns 7,364,990 shares of the technology company's stock worth $965,035,000 after purchasing an additional 258,567 shares during the period. 82.47% of the stock is currently owned by institutional investors. </p><h2>Insider Activity</h2><p>In other Arista Networks news, CEO Jayshree Ullal sold 428,000 shares of the stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $177.44, for a total transaction of $75,944,320.00. Following the completion of the transaction, the chief executive officer owned 5,209,207 shares of the company's stock, valued at $924,321,690.08. This represents a 7.59% decrease in their position. The transaction was disclosed in a document filed with the Securities &amp; Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $134.14, for a total transaction of $4,292,480.00. Following the transaction, the insider directly owned 12,976 shares of the company's stock, valued at $1,740,600.64. This trade represents a 71.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,502,729 shares of company stock valued at $246,707,719 in the last three months. Insiders own  3.54% of the company's stock. </p><h2>Arista Networks Stock Up 4.5%</h2><ul><li>These 3 ETFs Are Suitable for Ultra-Bearish Investors</li></ul><p>ANET opened at $142.60 on Wednesday. The firm has a 50-day simple moving average of $143.74 and a two-hundred day simple moving average of $137.75. Arista Networks, Inc. has a 52 week low of $83.86 and a 52 week high of $179.80. The company has a market capitalization of $179.56 billion, a PE ratio of 48.83, a price-to-earnings-growth ratio of 2.15 and a beta of 1.67. </p><p>Arista Networks (NYSE:ANET - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the prior year, the firm earned $0.65 EPS. The business's revenue was up 35.1% on a year-over-year basis. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS.  As a group, sell-side analysts expect that  Arista Networks, Inc. will post 3.2 earnings per share for the current year. </p><h2>Wall Street Analyst Weigh In</h2><ul><li>Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story?</li></ul><p>A number of equities analysts have weighed in on ANET shares. Susquehanna upgraded shares of Arista Networks to a &#34;strong-buy&#34; rating in a research report on Wednesday, April 1st. Piper Sandler  reiterated an &#34;overweight&#34; rating and issued a $181.00 price target (up from $175.00) on shares of Arista Networks in a research report on Wednesday, May 6th. Needham &amp; Company LLC  reiterated a &#34;buy&#34; rating and issued a $185.00 price target on shares of Arista Networks in a research report on Wednesday, May 6th. Barclays  reiterated an &#34;overweight&#34; rating and issued a $195.00 price target (up from $184.00) on shares of Arista Networks in a research report on Thursday, May 7th. Finally, KeyCorp  reiterated an &#34;overweight&#34; rating and issued a $178.00 price target (up from $170.00) on shares of Arista Networks in a research report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued  a Buy rating and two have assigned  a Hold rating to the company. According to data from MarketBeat, the stock  has an average rating of &#34;Buy&#34; and a consensus target price of $182.83.</p><p><b>Get Our Latest Research Report on ANET</b></p><h2>Arista Networks Profile</h2> (Free Report)<p>Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista's offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.  </p><p>Central to Arista's product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company's hardware platforms.</p><h2>Further Reading</h2><ul><li>Five stocks we like better than Arista Networks</li><li>Navy Catalyst Ignites Odysight’s Growth Engine</li><li>AST SpaceMobile Plummets on Galactic Q1 Miss: Can Vertical Integration Save the SpaceX Rival?</li><li>Axon Surged After Earnings and Is Still Down Over 50% From Highs</li><li>The Event That Could Redefine Apple’s Summer Rally</li></ul><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUFORVQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUFORVQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Arista Networks Right Now?</h2><p>Before you consider Arista Networks, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Arista Networks wasn't on the list.</p><p>While Arista Networks currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

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<p>Northeast Investment Management increased its stake in Arista Networks, Inc. (NYSE:ANET) by 216% in Q4, acquiring 10,477 shares, bringing its total to 15,327 shares valued at $2,008,000. Other institutional investors also raised their positions. CEO Jayshree Ullal sold 428,000 shares, reducing her stake by 7.59%. Arista's stock rose 4.5%, with a market cap of $179.56 billion and a recent EPS of $0.87, surpassing estimates. Analysts have given positive ratings, with expectations for continued growth in earnings.</p>

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Northeast Investment Management Acquires 10,477 Shares of Arista Networks, Inc. $ANET