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Latest quote·Oct 16
Net selling: insiders sold $791.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $791.2M and bought $0 of ANET stock on the open market in the 90 days to Oct 18, 2026, according to SEC Form 4 filings. $791.2M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Ullal, Jayshree (CEO and Chairperson), who sold $509.6M. The latest filing was on Oct 13, 2026.
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.
This summary uses filings available on Oct 18, 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.
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
Buys/Adds (2)
Citadel
$393.7M
added
Susquehanna
$130.8M
added
Sells/Trims (1)
Two Sigma
$299.2M
trimmed
No tracked top-trader positions in ANET right now.
Live Hyperliquid positioning - not every stock is covered
Last report
Aug 4, 2026
Financial period
Q2 2026
Adjusted EPS
$0.89 expected
Revenue
No comparable estimate
Q3 2026 guidance
$3.30B
No comparable estimate
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 4, 2026 | $1.02 / $0.89Yahoo Finance | +15.18% beat | $3.04B / Unavailable | Unavailable |
| Mar 31, 2026 | May 5, 2026 | $0.87 / $0.81Yahoo Finance | +7.73% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 12, 2026 | $0.82 / $0.76Yahoo Finance | +8.17% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Nov 4, 2025 | $0.75 / $0.71Yahoo Finance | +4.98% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 5, 2025 | $0.73 / $0.65Alpha Vantage | +12.31% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 6, 2025 | $0.65 / $0.59Alpha Vantage | +10.17% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 18, 2025 | $0.65 / $0.57Alpha Vantage | +14.04% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Nov 7, 2024 | $0.60 / $0.52Alpha Vantage | +15.38% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 18, 2026
EPS expected
$1.06 to $1.12
Revenue expected
23 analysts
Last 30 days
Analysts raising estimates
| 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 | $1.53B |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bullish
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