SecBot

SecBot
NYSE· Computer Communications Equipment· Inc. DE· CIK 0001596532

ANET

Arista Networks, Inc.
$204.49 ▲ +0.44%
Prev close $203.59
Market cap$255.9B
ConsensusStrong Buy
12-mo target$242.21 (+18.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)35 New Institutional Positions15 Institutional ExitsCongressional Activity (1) Software & IT
Snapshot
The big-picture read on ANET right now — valuation, ownership and activity at a glance.
Market Cap
$255.9B
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$108.7B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $127.4M sell
Insider Net $
-$127.4M
Social Sentiment
58° Warm
SEC Reports
20
Congressional
6 trades
Price chart 30d +9.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Ullal Jayshree sold 44,726 shares
CEO and Chairperson @ $211.40 ($9.5M)
Sep 25, 2026 Insider
Ullal Jayshree sold 8,948 shares
CEO and Chairperson @ $211.40 ($1.9M)
Sep 24, 2026 short_volume
Short Volume: ANET — 57.3% short (0.8M / 1.5M)
Short: 841,945 | Exempt: 247 | TRF Vol: 1,468,211 | Short Ratio: 57.3% | Off-exchange volume (dark p
Sep 21, 2026 Insider
Duda Kenneth sold 1,269 shares
President and CTO @ $205.50 ($260.8K)
Sep 11, 2026 SEC
A small insider cluster at Arista Networks shows Director Mark Templeton selling $986K in open-market sales on September
CLUSTER — Impact 2/10
Sep 3, 2026 SEC
A cluster of insider selling at Arista Networks over the past week, totaling $4.99M in open-market sales. The CEO, CFO,
CLUSTER — Impact 3/10
Sep 1, 2026 SEC
Three Arista Networks insiders sold shares in the past week, led by a large open-market sale by 10% owner Andreas Bechto
CLUSTER — Impact 2/10
Jul 10, 2026 Congress
Dan Newhouse buy
$1,001 - $15,000 — House
Analyst ratings buy % +11.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 94% rate it Buy or better · 35 analysts
Strong Buy 9 26% Buy 24 69% Hold 2 6% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 30, 2026BernsteinINITIATEOutperform 51%
Sep 1, 2026Deutsche BankINITIATEBuy 58%
Aug 6, 2026BarclaysMAINTAINOverweight 54%
Aug 5, 2026UBSMAINTAINBuy 55%
Aug 5, 2026TD CowenMAINTAINBuy 56%
Aug 5, 2026Morgan StanleyMAINTAINOverweight 55%
Aug 5, 2026Truist SecuritiesMAINTAINBuy 55%
Aug 5, 2026Piper SandlerREITERATEOverweight 54%
Aug 5, 2026Wells FargoMAINTAINOverweight 54%
Aug 5, 2026KeybancMAINTAINOverweight 52%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202692420094%
Aug 1, 202692320094%
Jul 1, 202692320094%
Jun 1, 202692230091%
May 1, 202692230091%
Apr 1, 202682140088%
Mar 1, 202682040088%
Feb 1, 202682040088%
Price targets
Where 29 covering analysts think ANET trades over the next 12 months.
$242.21 +18.4% upside Buy
Current$204.49 Low$190.00 Median$248.00 High$289.00 29 analysts
$190.00$289.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
32 mentions 13 bullish 7 bearish 12 neutral
Recent posts
investing Bullish 16d 10h ago
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
stocks Bearish 18d 13h ago
Sentient AGI will never kill off humans! Loading up if tomorrow is a red day.
▲ 1 · 💬 9· ⚡ 0.5
wallstreetbets Bullish 1mo ago
I built an agent that buys whatever this sub is talking about. It's down 19.2%.
▲ 1 · 💬 11· ⚡ 0.5
wallstreetbets Neutral 1mo ago
I bought ANET after seeing a WSB shitpost about them during COVID, which ended up being one of the best financial investments I ever made
▲ 1 · 💬 0· ⚡ 0.5
stockmarket Bullish 1mo ago
AI Demand Still Looks Strong
▲ 1 · 💬 2· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 19 neutral · avg impact 2.5/10.
NEUTRALCLUSTER2/10
A small insider cluster at Arista Networks shows Director Mark Templeton selling $986K in open-marke
Sep 11, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Arista Networks over the past week, totaling $4.99M in open-market s
Sep 3, 2026
NEUTRALCLUSTER2/10
Three Arista Networks insiders sold shares in the past week, led by a large open-market sale by 10%
Sep 1, 2026
NEUTRALCLUSTER2/10
Four Arista Networks insiders sold a total of $18.04M in shares over a one-week window, including CE
Aug 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: ANET — 57.3% short (0.8M / 1.5M)
Short: 841,945 | Exempt: 247 | TRF Vol: 1,468,211 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: ANET — 62.8% short (1.3M / 2.1M)
Short: 1,315,357 | Exempt: 6,030 | TRF Vol: 2,095,136 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: ANET — 63.5% short (1.3M / 2.0M)
Short: 1,252,465 | Exempt: 6,576 | TRF Vol: 1,971,037 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ANET — 4.2M shares, 100,797 trades
Week starting 2026-09-07. Total ATS volume: 4,196,881 shares across 100,797 trades.
Sep 3, 2026
short_volume
Short Volume: ANET — 57.4% short (1.0M / 1.8M)
Short: 1,036,634 | Exempt: 1,349 | TRF Vol: 1,806,272 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.08$1.06–$1.1243.6%-0.0%23↑ 0↓$3.3B26
Next Q$1.15$1.09–$1.2240.0%-0.0%23↑ 0↓$3.6B25
Current FY$4.11$4.05–$4.2238.0%-0.0%26↑ 0↓$12.7B29
Next FY$5.20$4.66–$5.7326.5%+0.8%26↑ 0↓$16.3B29
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.077—
7d ago$1.077+0.000
30d ago$1.077-0.000
60d ago$0.917+0.160
90d ago$0.913+0.164
Institutional ownership
Which big funds own ANET (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $108.7B total value (631,074,990 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.91,383,843$15.5B14.3%—
VANGUARD CAPITAL MANAGEMENT LLC68,688,349$11.7B10.7%—
STATE STREET CORP48,165,803$8.2B7.5%—
FMR LLC47,349,865$8.0B7.4%—
GEODE CAPITAL MANAGEMENT, LLC27,505,753$4.7B4.3%—
VANGUARD PORTFOLIO MANAGEMENT LLC25,808,745$4.4B4.0%—
MORGAN STANLEY19,696,435$3.3B3.1%—
Cresset Asset Management, LLC19,368,054$3.3B3.0%—
Capital Research Global Investors13,164,137$2.2B2.1%—
AMERIPRISE FINANCIAL INC12,800,606$2.2B2.0%ADD +27.6%
Recent position changes
FundActionPrevCurrentChangeValue
AMERIPRISE FINANCIAL INCADD10,028,60712,800,606+27.6%$2.2B
NORGES BANKNEW—12,246,920—$2.1B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD7,227,9219,725,196+34.6%$1.7B
Clearbridge Investments, LLCADD4,437,2426,007,707+35.4%$1.0B
Capital World InvestorsNEW—3,707,143—$629.8M
Winslow Capital Management, LLCADD2,065,3123,484,991+68.7%$592.0M
Alyeska Investment Group, L.P.NEW—3,165,387—$537.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM8,324,5102,769,148-66.7%$470.4M
CITADEL ADVISORS LLCDOUBLED527,1482,698,477+411.9%$458.4M
CITIGROUP INCADD1,476,4682,265,126+53.4%$384.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$127.4M — $0.00 bought, $127.4M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 25, 2026Ullal JayshreeCEO and ChairpersonSELL44,726$211.40$9.5M
Sep 25, 2026Ullal JayshreeCEO and ChairpersonSELL8,948$211.40$1.9M
Sep 21, 2026Duda KennethPresident and CTOSELL1,269$205.50$260.8K
Sep 21, 2026Duda KennethPresident and CTOSELL2,038$204.78$417.3K
Sep 21, 2026Duda KennethPresident and CTOSELL2,031$205.50$417.4K
Sep 21, 2026Duda KennethPresident and CTOSELL3,262$204.78$668.0K
Sep 21, 2026Duda KennethPresident and CTOSELL1,558$203.49$317.0K
Sep 21, 2026Duda KennethPresident and CTOSELL4,281$202.66$867.6K
Sep 21, 2026Duda KennethPresident and CTOSELL854$201.70$172.3K
Sep 21, 2026Duda KennethPresident and CTOSELL2,492$203.49$507.1K
Congressional trades
ANET trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 3 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 10, 2026Dan NewhouseRHOUSEBUY$1,001 - $15,000Arista Networks IncJul 20, 2026(11d)
Mar 25, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Arista Networks IncApr 8, 2026(15d)
Feb 12, 2026Anthony WiedRHOUSESELL$100,001 - $250,000Arista Networks IncMar 12, 2026(29d)
Feb 3, 2026Anthony WiedRHOUSESELL$15,001 - $50,000Arista Networks IncMar 12, 2026(38d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Arista Networks IncFeb 16, 2026(18d)
Dec 11, 2025John BoozmanRSENATEBUY$1,001 - $15,000Arista Networks IncJan 13, 2026(34d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ANET.
Shares short
13,245,323
Settlement Sep 15, 2026
Change vs prior
-8.7%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈1.1%
Estimate — not % of float
All ANET filing & press-release reports (37)