Arista Networks, Inc. (ANET)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $636.0M net income over the last four reported quarters, up from $504.5M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 105 sells worth $316.6M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings15/15
Share count up 0.3% in a year with no new offering filings. Minimal dilution.
- Analysts29
- Implied upside+42.4%
- Target range$190.00 to $290.00
- EPS expected$1.08 +44%
- A year ago$0.75
- Revenue expected$3.33B +44%
- Estimate range$1.06 to $1.12
ANET closed at $171.07 on Oct 22, down 15.9% since Sep 23. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 55% of the 52-week range ($116.13 to $216.74).
Insider buying and selling at Arista Networks, Inc. (ANET)
The most recent Form 4 on record for Arista Networks, Inc. (ANET) is October 6, 2026, when Jayshree Ullal, CEO and Chairperson, sold $97.6M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Jayshree Ullal · CEO and Chairperson | Sell | $97.6M | October 6, 2026 | Routine |
| Jayshree Ullal · CEO and Chairperson | Sell | $119.4M | August 12, 2026 | Routine |
| Andreas Bechtolsheim · 10% owner | Sell | $79.4M | August 6, 2026 | Routine |
| Jayshree Ullal · CEO and Chairperson | Sell | $154.3M | August 5, 2026 | Routine |
| Jayshree Ullal · CEO and Chairperson | Sell | $66.7M | August 5, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Ullal Jayshree · Officer, Director | $28.3M | October 9, 2026 | Executed | Routine |
| Ullal Jayshree · Officer, Director | $203,720 | October 8, 2026 | Executed | Routine |
| Ullal Jayshree · Officer, Director | $21.1M | October 7, 2026 | Executed | Routine |
| Ullal Jayshree · Officer, Director | $97.6M | October 6, 2026 | Not yet reported | Routine |
| Breithaupt Chantelle Yvette · Officer | $253,246 | October 6, 2026 | Executed | Routine |
How Congress has done in ANET
Every purchase of ANET disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | ANET | SPY |
|---|---|---|
| Median 12-month return after purchase | +58.2% | +20.1% |
| Median difference vs SPY | +40.9% | — |
| Purchases that beat SPY | 15 of 15 (100%) | — |
| Members who bought | 10 | — |
Most frequent buyers: Daniel Goldman (2), Greg Landsman (2), Josh Gottheimer (2), Lisa McClain (2), Michael McCaul (2).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 7 of the 15 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in ANET
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-08-04 | Michael McCaul TX | Sale | $15,001 - $50,000 | |
| 2026-07-10 | Dan Newhouse WA | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 22, 2026 | PRIMARY DOCUMENT |
| 144 | October 20, 2026 | View on EDGAR |
| 144 | October 20, 2026 | View on EDGAR |
| 144 | October 20, 2026 | View on EDGAR |
| 144 | October 20, 2026 | View on EDGAR |
| 4 | October 13, 2026 | PRIMARY DOCUMENT |
| 4 | October 9, 2026 | PRIMARY DOCUMENT |
| 144 | October 9, 2026 | View on EDGAR |
Arista Networks news
All 12 articles
Sandisk (SNDK), Dell (DELL), Palo Alto (PANW) and Arista (ANET) join the S&P 100 as Nike exits
Four technology companies replace a sneaker maker, a toothpaste maker, a mall owner and a jet-engine supplier in the S&P 100 before the open on September 21. Sandisk reached the index ten months after joining the S&P 500.
An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB)
Tens of thousands of GPUs have to act like one machine, and the network that connects them is a fast-growing slice of every AI buildout. Here's what Arista, Broadcom, Marvell, the optics makers and Astera Labs each do.
Articles that mention Arista Networks without it being the main subject.
Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.
13 of Jim Cramer's last 15 tech calls beat the Nasdaq. The stocks he told people to avoid did even better.
I built a page to track how wrong Jim Cramer is. Right now 13 of his last 15 tech calls are beating the Nasdaq, and the stocks he waved people off are doing better than the ones he liked.
I run an Inverse Cramer tracker. Jim Cramer just went 6 for 8, led by Astera Labs' 30% rally.
I built a page to track how wrong Jim Cramer is, and I like the guy anyway. Six of his last eight tech calls beat the Nasdaq, and the one that didn't is the one holding my whole tracker up.
Frequently asked questions
When does ANET report earnings?
Arista Networks, Inc. (ANET) is scheduled to report quarterly results on November 3, 2026. The 26-analyst consensus is $1.08 per share on revenue of $3.33B for the quarter ended September 30, 2026, against $0.75 and $2.31B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for ANET?
29 analysts cover Arista Networks, Inc. (ANET). The consensus rating is Strong buy. The average price target is $243.59, in a range of $190.00 to $290.00.
Are insiders buying or selling ANET?
We track Form 4 filings for Arista Networks, Inc. (ANET). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading ANET?
10 members of Congress have disclosed buying ANET in the last 5 years, 15 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +58.2% against +20.1% for SPY over the same windows, and 15 of the 15 (100%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see ANET SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 22, 2026.