ANET
Arista Networks
October 15, 2026 · market open
- Rarity
- 1.35
- Peak move
- −8.29%
- Float cap
- $203.0B
Arista Networks sells high-performance Ethernet switching and routing platforms, plus its Extensible Operating System (EOS) and CloudVision management software, for data center, AI, campus, and wide-area networks. It serves cloud titans, hyperscalers, service providers, financial firms, and large enterprises, largely through distribution partners, resellers, and systems integrators. The company also offers network observability and security tools, along with software and support subscriptions tied to its hardware.
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What we found
10 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowWinnacle Wealth LLC disclosed in a new 13F filing that it acquired 18,079 Arista Networks shares worth about $3.68 million in the third quarter, making ANET a 2.2% portfolio holding.
institutional_flowKellett Wealth Advisors LLC reported a new 13F position of 8,916 Arista Networks shares valued at approximately $1,815,000, a 0.7% portfolio stake and its 27th-largest holding.
- Key event
demand_signalGoldman Sachs estimated Alphabet's 2027 capital expenditure will reach about $349.9 billion, up 72.2% from an estimated $203.1 billion in 2026, and forecast Google Cloud Q3 revenue of $29.56 billion, about 3% above consensus.
- Key event
analyst_ratingBNP Paribas downgraded Arista Networks to Neutral from Outperform and raised its price target to $290 from $248, with analyst Karl Ackerman cutting his 2027 Arista AI revenue estimate to $2.5 billion from $3.4 billion on competition from Nvidia and whitebox vendors Celestica and Accton.
- Key event
insider_saleArista Networks CEO and Chairperson Jayshree Ullal sold 158,543 shares for about $34.4 million on October 8-9 at weighted average prices near $217.05-$217.10, under a Rule 10b5-1 plan adopted November 14, 2025, retaining 9,917 shares directly.
analyst_ratingMelius Research analyst Ben Reitzes named Arista Networks a top beneficiary of Google's AI data-center buildout, setting a $275 price target and forecasting Google AI infrastructure spending of $352 billion in 2027.
demand_signalAlphabet president and CIO Ruth Porat said at the Fortune Most Powerful Women Summit that Alphabet, which is spending roughly $200 billion on AI capacity in 2026, expects capex to increase significantly in 2027 and remains capacity constrained.
demand_signalMelius Research estimates Alphabet will spend $352 billion on AI infrastructure in 2027, up 75% from its 2026 estimate, driving demand for custom chips and data-center networking gear from Broadcom, Marvell and Arista Networks.
investor_dayArista Networks published its OCP Global Summit agenda, confirming technical sessions on scale-up Ethernet, multi-planar AI fabrics, XPO optics, deep buffers and gigawatt AI data centers at the October 13-15, 2026 event in San Jose.
product_launchArista Networks unveiled an open Ethernet rack-scale portfolio for AI fabrics, led by the Etherlink SU-144 supporting up to 144 accelerators per single-hop rack and scaling to 1,024 XPUs across racks, built with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm.