Arista Networks, Inc. (ANET)
NYSE · Price as of · Delayed Quote
- 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: 169 sells worth $493.2M, 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.
- Analysts27
- Implied upside+23.8%
- Target range$185.00 to $289.00
- 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 $201.09 on Aug 27, up 27.3% since Jul 29. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 84% of the 52-week range ($116.13 to $210.50).
Insider buying and selling at Arista Networks, Inc. (ANET)
The most recent Form 4 on record for Arista Networks, Inc. (ANET) is August 12, 2026, when Jayshree Ullal, CEO and Chairperson, sold $119.4M 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 | $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 |
| Andreas Bechtolsheim · 10% owner | Sell | $61.0M | 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 | $2.6M | August 25, 2026 | Executed | Routine |
| Ullal Jayshree · Officer, Director | $119.4M | August 12, 2026 | Executed | Routine |
| Ullal Jayshree · Officer, Director | $221.2M | August 5, 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 | +69.4% | +21.3% |
| Median difference vs SPY | +44.4% | — |
| Purchases that beat SPY | 12 of 12 (100%) | — |
| Members who bought | 8 | — |
Most frequent buyers: Daniel Goldman (2), Greg Landsman (2), Josh Gottheimer (2), Lisa McClain (2), Byron Donalds (1).
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. 5 of the 12 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
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-07-10 | Dan Newhouse WA | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 144 | August 27, 2026 | View on EDGAR |
| 4 | August 25, 2026 | PRIMARY DOCUMENT |
| 144 | August 25, 2026 | View on EDGAR |
| 4 | August 24, 2026 | PRIMARY DOCUMENT |
| 4 | August 24, 2026 | PRIMARY DOCUMENT |
| 4 | August 24, 2026 | PRIMARY DOCUMENT |
| 4 | August 24, 2026 | PRIMARY DOCUMENT |
Arista Networks news
All 11 articles
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 (estimated). The 24-analyst consensus is $1.08 per share on revenue of $3.33B for the quarter ending 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. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for ANET?
27 analysts cover Arista Networks, Inc. (ANET). The consensus rating is Strong buy. The average price target is $241.82, in a range of $185.00 to $289.00.
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?
8 members of Congress have disclosed buying ANET in the last 5 years, 12 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +69.4% against +21.3% for SPY over the same windows, and 12 of the 12 (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 August 27, 2026.