Insider Cluster (3 insiders) ·Filed Apr 15, 2026

ANET

Arista Networks, Inc.
BEARISH
Impact 7/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $9.6M total
Actionable Insight ▼ Bearish

The scale and concentration of selling—especially by the CEO and CTO—suggests caution, particularly given Arista's high valuation. Traders should monitor upcoming earnings and guidance for signs of deceleration. This level of coordinated insider selling is uncommon for a company of this stature and may signal reduced confidence in near-term upside.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
ANET ▲ +21.14% at T+60d
SHORT call ✗ call lost -21.14% · α vs SPY -13.01% · entry $154.33 → $186.96
Entry anchored
Apr 14, 04:19 PM ET
via exchange tick
T+1d
+4.33%
call -4.33% · α -4.08%
$161.01
settled 6mo ago
T+5d
+15.16%
call -15.16% · α -13.52%
$177.73
settled 5mo ago
T+20d
-7.64%
call +7.64% · α +13.68%
$142.54
settled 5mo ago
T+60d
+21.14%
call -21.14% · α -13.01%
$186.96
settled 3mo ago

Price Chart

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Executive Summary

Arista Networks insiders sold $9.59 million in shares over a 7-day period, led by CEO Jayshree Ullal's sale of over $9.3 million worth of stock. The cluster includes significant open-market dispositions by both C-suite executives and a board member, representing a notable outflow of insider ownership.

Key Financial Metrics

Direction
selling
Total Value
$9.6M
Insiders
3

Key Facts

  • CEO Jayshree Ullal sold $9.37 million in shares across multiple transactions from April 20–22, 2026.
  • President and CTO Kenneth Duda sold $213,000 in shares on April 17, 2026.
  • Director Yvonne Wassenaar sold $12,000 in shares on April 15, 2026.
  • Total insider selling cluster amounts to $9.59 million in open-market transactions within 7 days.

Financial Impact

$9.59 million in insider selling over 7 days, representing approximately 0.0044% of Arista Networks' $217.3B market cap.

insider ownershipmarket sentimenttrading volume

Risk Factors

  • Perception of insider pessimism despite strong analyst consensus.
  • Potential for downward pressure on stock if additional selling follows or if earnings disappoint.

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
88% bullish (33 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1777069829829
37 reports for ANET
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +22.64%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$199.59 $199.39▼ −0.10%▲ +0.12%$206.50 (+3.46%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$193.78 $187.81▼ −3.08%▼ −1.87%$206.50 (+6.56%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$206.50 (+9.11%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$206.50 (+9.11%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$195.38 $193.78▼ −0.82%▼ −0.93%$206.50 (+5.69%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$202.25 $186.10▼ −7.99%▼ −7.87%$206.50 (+2.10%)
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $188.15▼ −6.76%▼ −5.57%$206.50 (+2.33%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$197.85 $193.18▼ −2.36%▼ −1.96%$206.50 (+4.37%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$191.52 $201.80▲ +5.37%▲ +5.41%$206.50 (+7.82%)
Aug 6, 2026
8w ago
144
NEUTRAL ★ 4/10
$188.67 $198.82▲ +5.38%▲ +4.98%$206.50 (+9.45%)
Showing 10 of 37

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Report published Apr 24, 2026