InsidersTradesSigma
Arista Networks, Inc. Stock: price and directors' dealings · United States · SEC (Form 4)
Follow the Arista Networks, Inc. stock price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares are quoted on US US, under the authority of SEC (Form 4). Operating in the Technology sector, Arista Networks, Inc. has recorded 1,160 reports. Market capitalisation: €201.5bn. The latest transaction was disclosed on 7 July 2026 (Cession). Among the most active insiders: BECHTOLSHEIM ANDREAS. Every trade is accessible without an account.
Arista Networks, Inc. has reported a total of 204 insider trading declarations in the last 90 days, with a total selling amount of approximately 390.53 million euros and no buying activity. The top insiders include Andreas Bechtolsheim, a 10% Owner, who has made 64 declarations totaling around 193.72 million euros, and Jayshree Ullal, the CEO and Chairperson, with 34 declarations amounting to approximately 187.05 million euros. Kenneth Duda, the President and CTO, has made 57 declarations totaling about 10.35 million euros. Significant recent sales by Ullal include transactions on April 20, April 22, and April 24, 2026, with amounts of approximately 30.96 million euros, 30.43 million euros, and 37.51 million euros, respectively. Bechtolsheim also sold shares on June 8 and June 9, 2026, for amounts of approximately 17.23 million euros and 13.59 million euros, respectively.
Auto-generated summary, refreshed daily.Updated 1d ago
1,160
Insider Decl.
0
Thresholds
·
0 ops.
Buy Volume
€631m
579 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Arista Networks, Inc. Strong Buy (bullish), based on 27 analysts. Average price target: US$190.09.
39Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 7,793 of 25,837 companies
61.4
score / 100
Value31
Quality92
FCF yld1.9%
Earn yld1.5%
EV/EBITDA58.0x
ROE32%
Gross mgn64%
Net mgn39%
Debt/EBITDA0.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 7 July 2026
Declarations1,160 total
4,113 shares@ US$157.2420.0003% mcap0.2% of flowCommon StockSEC:0001596532-26-000158:0
8,302 shares@ US$158.39570.0007% mcap0.4% of flowCommon StockSEC:0001596532-26-000158:1
25,845 shares@ US$159.22660.0020% mcap1.4% of flowCommon StockSEC:0001596532-26-000158:2
19,442 shares@ US$160.1640.0015% mcap1.0% of flowCommon StockSEC:0001596532-26-000158:3
7,385 shares@ US$161.17090.0006% mcap0.4% of flowCommon StockSEC:0001596532-26-000158:4
18,098 shares@ US$162.4780.0015% mcap1.0% of flowCommon StockSEC:0001596532-26-000158:5
77,753 shares@ US$163.17990.0063% mcap4.2% of flowCommon StockSEC:0001596532-26-000158:6
47,004 shares@ US$164.23290.0038% mcap2.6% of flowCommon StockSEC:0001596532-26-000158:7
20,218 shares@ US$165.09250.0017% mcap1.1% of flowCommon StockSEC:0001596532-26-000158:8
5,477 shares@ US$166.33810.0005% mcap0.3% of flowCommon StockSEC:0001596532-26-000158:9
6,363 shares@ US$167.06590.0005% mcap0.4% of flowCommon StockSEC:0001596532-26-000158:10
28 shares@ US$162.33570.0000% mcap0.0% of flowCommon StockSEC:0001596532-26-000155:0
279 shares@ US$162.6170.0000% mcap0.2% of flowCommon StockSEC:0001596532-26-000155:1
490 shares@ US$163.99810.0000% mcap0.4% of flowCommon StockSEC:0001596532-26-000155:2
799 shares@ US$165.3710.0001% mcap0.6% of flowCommon StockSEC:0001596532-26-000155:3
1,321 shares@ US$166.33360.0001% mcap1.0% of flowCommon StockSEC:0001596532-26-000155:4
2,133 shares@ US$167.35510.0002% mcap1.7% of flowCommon StockSEC:0001596532-26-000155:5
1,785 shares@ US$168.11510.0001% mcap1.4% of flowCommon StockSEC:0001596532-26-000155:6
1,002 shares@ US$169.23380.0001% mcap0.8% of flowCommon StockSEC:0001596532-26-000155:7
163 shares@ US$170.03060.0000% mcap0.1% of flowCommon StockSEC:0001596532-26-000155:8
90 shares@ US$170.26530.0000% mcap0.0% of flowCommon StockSEC:0001596532-26-000156:0
32,334 shares@ US$160.67010.0026% mcap2.0% of flowCommon StockSEC:0001596532-26-000156:1
32,878 shares@ US$159.84650.0026% mcap2.0% of flowCommon StockSEC:0001596532-26-000156:2
26,405 shares@ US$161.58280.0021% mcap1.6% of flowCommon StockSEC:0001596532-26-000156:3
28,706 shares@ US$162.83120.0023% mcap1.8% of flowCommon StockSEC:0001596532-26-000156:4
25 of 1160 declarations
About Arista Networks, Inc.
Arista Networks, Inc. is a leading networking infrastructure company focused on cloud, data center, enterprise campus, and routing environments, with increasing exposure to artificial intelligence workloads. The company is listed in the United States on the NYSE under the ticker ANET. It is headquartered in Santa Clara, California, and operates globally through an international footprint. Arista was founded in 2004 and launched commercially in 2008, initially building its reputation by helping redefine high-speed Ethernet for large-scale data centers before expanding its strategy toward enterprise networking and a broader client-to-cloud architecture. ([arista.com](https://www.arista.com/assets/data/pdf/Corporate_Profile.pdf?utm_source=openai)) Arista’s business model is anchored in the sale of Ethernet switching and routing hardware, network operating software, and related services. Its EOS network operating system sits at the center of the platform, emphasizing automation, programmability, analytics, and security. The company also offers CloudVision and other software capabilities designed to simplify the operation of large, distributed networks. This hardware-plus-software approach positions Arista as a mission-critical infrastructure provider rather than a commodity networking vendor. ([arista.com](https://www.arista.com/en/company/news/press-release/23324-pr-01152026?utm_source=openai)) From a competitive standpoint, Arista is well regarded for execution quality, customer satisfaction, and a strong presence with hyperscalers, large enterprises, and financial institutions. Its strategy increasingly emphasizes AI networking, where low latency, high bandwidth, and operational reliability are essential. The company has highlighted leadership positions in portions of the cloud and data center networking market, while continuing to broaden its addressable opportunity in campus and branch networking. ([arista.com](https://www.arista.com/assets/data/pdf/Corporate_Profile.pdf?utm_source=openai)) Recent disclosures point to continued momentum. In the first quarter of 2026, Arista reported revenue of $2.709 billion, up 35.1% year over year, and introduced new AI-oriented products, including XPO high-density liquid-cooled pluggable optics and a universal AI spine based on the 7800 platform. Management also reported an NPS of 89, underscoring strong customer satisfaction. During 2025, the company expanded its AI-driven campus and branch networking portfolio, reinforcing its shift beyond the core data center market. ([investors.arista.com](https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2026/Arista-Networks-Inc--Reports-First-Quarter-2026-Financial-Results/default.aspx?utm_source=openai)) For French-speaking investors, Arista Networks is a high-quality U.S. technology name tied to structural spending on digital infrastructure, AI-related network upgrades, and enterprise network modernization. Its mix of growth, profitability, and product innovation keeps it closely watched on the NYSE in the United States. ([arista.com](https://www.arista.com/en/company/news/press-release/23416-pr-20260212?utm_source=openai))
