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Janney Montgomery Scott LLC increased its stake in Arista Networks (NYSE:ANET) by 3.0% in the second quarter, bringing its total holdings to $73.62 million. Other institutional investors also bought shares, with institutional ownership now at 82.47%. Insider selling was also noted, with CEO Jayshree …
TD Asset Management Inc. has reduced its stake in Arista Networks by 22.6%, selling 446,481 shares, though it still retains a significant holding of 1.53 million shares. Despite this sale and substantial insider selling, Wall Street analysts maintain a "Buy" rating for Arista, citing …
Fox Run Management L.L.C. significantly reduced its stake in Arista Networks (ANET) by 63% in the second quarter, selling 7,494 shares and retaining 4,410 shares valued at $749,000. Despite this, Arista Networks reported strong quarterly results with revenue up 37.7% and EPS of $1.02, …
Caitong International Asset Management Co. Ltd significantly increased its stake in Arista Networks (NYSE:ANET) by 10,808 shares, bringing its total holdings to 10,818 shares valued at $1.84 million. This move comes as institutional investors collectively own 82.47% of ANET, and the company reported strong …
GraniteShares Advisors LLC has acquired 7,273 shares of Arista Networks (NYSE:ANET) for approximately $1.24 million, marking a new position for the firm. This comes as Arista Networks reported strong quarterly results with revenue up 37.7% year-over-year and analysts maintaining a "Buy" rating. Despite positive …
Arista Networks CEO Jayshree Ullal reported the indirect sale of approximately $119.3 million in company common stock on August 12, 2026, through Rule 10b5-1 trading plans. These sales were made on behalf of trusts for her relatives and a family trust, with Ullal disclaiming …
Arista Networks recently achieved a record high after its first $3 billion revenue quarter, significantly raising its full-year guidance for 2026. Despite its strong growth and high operating margins, the stock trades at a premium valuation (63x trailing earnings), raising questions about whether this …
The Rosen Law Firm is reminding investors who purchased Planet Fitness (NYSE: PLNT) common stock between November 6, 2025, and May 6, 2026, about the September 14, 2026, lead plaintiff deadline for a securities class action. The lawsuit alleges that Planet Fitness made false …
5 Insightful Analyst Questions From Planet Fitness's Q2 Earnings Call Planet Fitness's second quarter saw revenue and profit exceed Wall Street expectations, but the market reacted negatively given the sharp slowdown in same-store sales growth and muted net new member additions. Management pointed to …
Sharemaestro market context Price below Trend Line 52 weeks -56.9% · Next-week setup negative 15.7%TCW Group Inc. has reduced its stock position in Arista Networks, Inc. by 2.8% during the second quarter, selling 44,162 shares but retaining over 1.5 million shares worth approximately $260.1 million. Despite this reduction, institutional investors collectively own 82.47% of the company. Key insiders, …
Oakwell Private Wealth Management LLC has invested approximately $1.49 million in Arista Networks (ANET) by purchasing 8,795 shares, making it their 21st-largest holding. This comes as Arista Networks reported strong quarterly results, exceeding EPS and revenue estimates, and analysts maintain a positive outlook with …
Smith Group Asset Management LLC increased its stake in Arista Networks (ANET) by 7.6% during the second quarter, making it their 9th largest holding. The article also details other institutional investor activity, recent insider stock sales, Arista Networks' financial performance, and current analyst ratings. …
Jennison Associates LLC decreased its stake in Arista Networks (NYSE:ANET) by 4.2% in the second quarter, holding 267,450 shares valued at $45.43 million. Despite this, institutional investors collectively own 82.47% of the company. Arista Networks reported strong quarterly results, with earnings and revenue exceeding …
As the artificial intelligence infrastructure boom matures, investors are weighing the rapid growth of Arista Networks (NYSE:ANET) against the turnaround efforts at Intel (NASDAQ:INTC) to see which is the better buy today. Arista provides high-speed networking equipment essential for modern data centers, while Intel …
DSM Capital Partners LLC decreased its stake in Arista Networks by 2.0% in the second quarter, selling 54,578 shares but still holding 2.63 million shares valued at approximately $447.1 million. The article notes that institutional investors collectively own 82.47% of the company, and despite …
Crew Capital Management Ltd has acquired a new stake of 7,518 shares in Arista Networks, valued at approximately $1.28 million. Arista Networks reported strong Q2 results with revenue up 37.7% year-over-year and EPS exceeding expectations, driven by AI infrastructure spending. Despite a consensus "Buy" …
Choreo LLC increased its stake in Arista Networks (ANET) by 21.5% in the second quarter, bringing its total holdings to 30,151 shares valued at $5.12 million. Arista Networks reported strong quarterly earnings of $1.02 per share, exceeding estimates, and revenue of $3.04 billion, a …
Ascent Group LLC decreased its stake in Arista Networks (ANET) by 13.6% in the second quarter, selling 21,153 shares but still holding 134,857 shares valued at $22.9 million. This comes as Arista Networks reported strong quarterly earnings, with revenue up 37.7% and EPS of …
This article compares investment in Arista Networks (ANET) and IBM, highlighting their financial performance, risks, and valuation. Arista Networks demonstrates strong growth in data center solutions with high revenue and net income, but faces customer concentration risks and a high forward P/E ratio. IBM …
Arista Networks CEO Jayshree Ullal sold 573,509 shares of the company's stock for approximately $119.4 million, significantly reducing her direct holdings. This transaction was part of a pre-arranged trading plan, following several other large sales in recent months. Despite the insider selling, Arista Networks …
Trusts associated with Arista Networks CEO and Chairperson Jayshree Ullal sold a total of 573,509 shares of common stock on August 12, 2026. These indirect sales, made under a Rule 10b5-1 trading plan, occurred at weighted average prices ranging from $207.00 to $211.37 per …
Arista Networks (NYSE:ANET) shares dropped 2.3% in mid-day trading despite strong quarterly results that beat analyst estimates for EPS and revenue, with 37.7% year-over-year revenue growth. Analysts maintain a "Buy" rating with a consensus target of $226.05, with some firms recently raising their targets. …
In the past week, Arista Networks reported second-quarter 2026 results showing revenue of US$3.04 billion and net income of US$1.21 billion, alongside guidance for roughly US$3.30 billion in third-quarter revenue. Management linked this stronger outlook to accelerating demand for AI-driven network deployments, underscoring how …
Sharemaestro market context Trend signal active 52 weeks +36.9%This article compares Arista Networks (ANET) and International Business Machines (IBM) as potential technology stock investments in 2026, analyzing their business models, financial performance, risk profiles, and valuations. While Arista Networks operates in data center hardware with high growth and margins but customer concentration, …
This article compares Arista Networks and AppLovin as high-growth tech stock investment opportunities in 2026, highlighting their differing approaches to the AI boom. Arista Networks offers stability and strong cash flow through data center infrastructure, despite customer concentration risks. AppLovin, while showing higher growth …
Shares of Arista Networks Inc. (ANET) fell 2.36% on Friday, closing at $198.82, underperforming the broader market. This decline occurred during a poor trading session where the S&P 500 Index dropped 0.17% and the Dow Jones Industrial Average fell 0.20%. This marks the second …
T. Rowe Price Investment Management, Inc. has disclosed a significant stake in Planet Fitness, Inc. (PLNT), reporting beneficial ownership of 8,332,657 shares, which represents 10.5% of the Class A common stock. The firm holds sole voting power over 8,313,142 shares and sole dispositive power …
Arista Networks gained 4.6% for the week on above-average volume, but the cleaner story is a strong 12-week advance sitting well above trend and Sharemaestro Fair Value.
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