Arista Networks Gains as Strong Q3 Results and Fresh Analyst Target Hikes Keep Momentum Going

Arista Networks (ANET) is up 3.7% today. Here is some analysis on what might have caused this price movement. ([marketbeat.com](https://www.marketbeat.com/instant-alerts/price-arista-networks-nyse-anet-stock-jumps-64-heres-why-2026-11-11/))

Analysis: The move appears tied to continued investor follow-through after Arista’s strong third-quarter report, raised 2026 outlook, and upbeat early 2027 growth view. Sentiment also looks supported by multiple analyst price-target increases issued after the report, reinforcing the market’s focus on AI networking demand. ([investors.arista.com](https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2026/Arista-Networks-Inc--Reports-Third-Quarter-2026-Financial-Results/default.aspx))

Details:

Sources:

Arista Networks, Benzinga, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ANET Insider Trading Activity

$ANET insiders have traded $ANET stock on the open market 457 times in the past 6 months. Of those trades, 0 have been purchases and 457 have been sales.

Here’s a breakdown of recent trading of $ANET stock by insiders over the last 6 months:

• ANDREAS BECHTOLSHEIM has made 0 purchases and 155 sales selling 4,044,740 shares for an estimated $712,157,210.
• JAYSHREE ULLAL (CEO and Chairperson) has made 0 purchases and 140 sales selling 2,956,153 shares for an estimated $601,275,986.
• KENNETH DUDA (President and CTO) has made 0 purchases and 99 sales selling 274,665 shares for an estimated $47,634,408.
• CHARLES H GIANCARLO has made 0 purchases and 31 sales selling 24,000 shares for an estimated $4,137,381.
• MARK B TEMPLETON has made 0 purchases and 15 sales selling 15,000 shares for an estimated $2,836,872.
• CHANTELLE YVETTE BREITHAUPT (Senior Vice President, CFO) has made 0 purchases and 3 sales selling 4,284 shares for an estimated $767,307.
• KELLY BODNAR BATTLES has made 0 purchases and 10 sales selling 844 shares for an estimated $140,854.
• YVONNE WASSENAAR has made 0 purchases and 4 sales selling 971 shares for an estimated $136,846.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

$ANET Hedge Fund Activity

We have seen 1,288 institutional investors add shares of $ANET stock to their portfolio, and 995 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 8,233,091 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,398,637,499
• CURATED WEALTH PARTNERS LLC removed 8,083,032 shares (-99.9%) from their portfolio in Q3 2026, for an estimated $1,645,624,484
• PRICE T ROWE ASSOCIATES INC /MD/ removed 6,094,771 shares (-20.8%) from their portfolio in Q2 2026, for an estimated $1,035,379,697
• DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 5,555,362 shares (-66.7%) from their portfolio in Q2 2026, for an estimated $943,744,896
• T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 5,121,261 shares (+inf%) to their portfolio in Q2 2026, for an estimated $869,999,818
• CAPITAL WORLD INVESTORS added 3,707,143 shares (+inf%) to their portfolio in Q2 2026, for an estimated $629,769,452
• ALYESKA INVESTMENT GROUP, L.P. added 3,165,387 shares (+inf%) to their portfolio in Q2 2026, for an estimated $537,735,943

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$ANET Congressional Stock Trading

Members of Congress have traded $ANET stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:

• REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$ANET Price Targets

Multiple analysts have issued price targets for $ANET recently. We have seen 3 analysts offer price targets for $ANET in the last 6 months, with a median target of $200.0.

Here are some recent targets:

• Brandon Nispel from Keybanc set a target price of $200.0 on 06/18/2026
• Meta Marshall from Morgan Stanley set a target price of $190.0 on 06/12/2026
• Tal Liani from B of A Securities set a target price of $200.0 on 06/08/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.