Arista NetworksANET
About: Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Employees: 4,412
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 685 | Existing positions reduced: 497
14% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 217
0.19% less ownership
Funds ownership: 66.64% [Q4 2024] → 66.45% (-0.19%) [Q1 2025]
0% less funds holding
Funds holding: 1,563 [Q4 2024] → 1,558 (-5) [Q1 2025]
9% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.3B
33% less capital invested
Capital invested by funds: $97.3B [Q4 2024] → $64.8B (-$32.5B) [Q1 2025]
58% less funds holding in top 10
Funds holding in top 10: 67 [Q4 2024] → 28 (-39) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Morgan Stanley Meta Marshall | 3%downside $120 | Overweight Maintained | 31 Jul 2025 |
JP Morgan Samik Chatterjee | 6%upside $130 | Overweight Maintained | 17 Jul 2025 |
Citigroup Atif Malik | 0%downside $123 | Buy Maintained | 11 Jul 2025 |
Keybanc Brandon Nispel | 7%downside $115 | Overweight Initiated | 26 Jun 2025 |
Evercore ISI Group Amit Daryanani | 11%downside $110 | Outperform Maintained | 23 Jun 2025 |
Financial journalist opinion
Based on 37 articles about ANET published over the past 30 days
