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Overview
Smart money at a glance
Filings to Sep 27, 2026Net selling: insiders sold $850.4M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$850.4M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 5 cutEven
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 27- Open
- $208.79
- 52-wk high
- $214.89
- High
- $212.00
- 52-wk low
- $114.52
- Low
- $205.53
- Prev close
- $205.70
- Mkt cap
- $260.51B
- P/E
- 65.6x
- Volume
- 4.38M
- Fwd P/E
- 39.2x
- Beta
- 1.62
- P/S
- 24.7x
- P/B
- 17.3x
- Profit margin
- +38.4%
- Op margin
- +45.4%
- ROE
- +31.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ANET filings
Are insiders buying or selling Arista Networks (ANET) stock?
Net selling: insiders sold $850.4M and bought $0 of ANET stock on the open market in the 90 days to Sep 27, 2026, according to SEC Form 4 filings. $850.4M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Ullal, Jayshree (CEO and Chairperson), who sold $432.8M. The latest filing was on Sep 23, 2026.
Which members of Congress have traded ANET recently?
None. No member of Congress disclosed a ANET trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ANET smart-money data?
This summary uses filings available on Sep 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Buys/Adds (2)
- CI
Citadel
$393.7M
added
- SU
Susquehanna
$130.8M
added
Sells/Trims (1)
- TS
Two Sigma
$299.2M
trimmed
What insiders are doing
Sells (3)
- DK
Duda Kenneth
$8.8M
sold
- BA
Bechtolsheim Andreas
$59.7M
sold
- TM
Templeton Mark B
$986K
sold
What Congress is doing
How top traders are positioned
No tracked top-trader positions in ANET right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 18.8% above what analysts expected.
Earnings per share
$0.80 expected
Revenue
No comparable estimate
Q3 2026 guidance
$3.30B
No comparable estimate
Reports Nov 3, 2026, in 37 days
Estimates as of Sep 27, 2026
EPS expected
$1.06 to $1.12
Revenue expected
22 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.31B | $2.49B | $2.71B | $3.04B |
| Cost of what it sold | $818.1M | $924.0M | $1.03B | $1.13B |
| Gross profit | $1.49B | $1.56B | $1.68B | $1.91B |
| What it spent | ||||
| Research and development | $326.0M | $348.4M | $343.7M | $348.2M |
| Sales and admin | $34.8M | $43.4M | $33.7M | $33.8M |
| Other operating costs | $151.2M | $139.1M | $141.6M | $150.3M |
| Total operating expenses | $512.0M | $530.9M | $519.0M | $532.3M |
| What was left | ||||
| Operating profit | $978.2M | $1.03B | $1.16B | $1.38B |
| Profit before tax | $1.08B | $1.14B | $1.27B | $1.50B |
| Tax | $224.1M | $181.6M | $248.5M | $291.4M |
| Net profit | $853.0M | $955.8M | $1.02B | $1.21B |
| EBITDA | $1.10B | $1.16B | $1.29B | $1.55B |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
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NeutralSep 26F5 (FFIV) Following Its Q3 Beat And Outlook Lift, Is The Valuation Already Priced In?
NeutralSep 26Form 144 Arista Networks For: 25 September By Investing.com
NeutralSep 25Form 144 | Arista Networks(ANET.US) Officer Proposes to Sell 13.24 Million in Common Stocks
Leans bearishSep 25Form 144 Arista Networks For: 25 September By Investing.com
NeutralSep 25Extreme Networks (EXTR), What Is Drawing Fresh Attention Now?
NeutralSep 25Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
BullishSep 25Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
BullishSep 25
Macro
31 macro signals shaping ANET right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results