Insiders Trades
Arista Networks, Inc. Stock: price and insider trades · United States
Arista Networks, Inc.: what insiders have been doing
This page follows insider dealings at Arista Networks, Inc. as filed with SEC (Form 4), a company from the Technology sector based in Santa Clara, United States. The group dates from 2004. From 18 October 2025 to 18 October 2026, the disclosure feed for Arista Networks, Inc. logged 547 filings by 19 insiders.
The flow runs one way only: 417 sales worth €1.1B, from 8 insiders, and no purchase. The amount is not disclosed for 33 filings. At €64.5M, the sale published on 7 August 2026 by Ullal Jayshree is the largest of the period (0.029% of market cap).
Compared with its exchange (5,816 companies, median 19 filings), a count of 547 filings is above the norm. Looking back to 2016, when coverage begins, insiders filed no purchases and 785 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 9.01 bn USD and net income at 3.51 bn USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
For comparison within the same sector, see the insider buying recorded at Core Scientific, Inc./tx and Gitlab Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
1,379
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€1B
785 ops. · all time
Who traded when
BuySaleJayshree Ullal118 sales
Bechtolsheim Andreas38 sales
Duda Kenneth27 sales
Mark B. Templeton10 sales
Battles Kelly Bodnar5 sales
Chantelle Yvette Breithaupt2 sales
Analyst consensus: bullish or bearish?
Analysts rate Arista Networks, Inc. Strong Buy (bullish), based on 29 analysts. Average price target: US$245.14.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 4,155 of 24,148 companies
68.5
score / 100
Value45
Quality93
FCF yld1.7%
Earn yld1.4%
EV/EBITDA·
ROE31%
Gross mgn64%
Net mgn39%
Debt/EBITDA0.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2022FY ended December 2022 · cache
US$195.42
Analyst consensus
29 analystsStrong buy
US$190.00Target US$245.14(+25%)US$290.00
Income statement
RevenueUS$9B
Gross profitUS$5.8B64% margin
EBITDAUS$3.9B44% margin
Net incomeUS$3.5B38.4% margin
Valuation
PER (trailing)61.6x
PER (forward)37.4x
P/Book16.7x
Beta1.61
Balance sheet & cash
Market capUS$246.5B
Total debtUS$44M
Free Cash FlowUS$4.3B
Profitability & ownership
ROE31.5%
ROA14.1%
% insiders17.2%
% institutions73.3%
Last declaration on 13 October 2026
Declarations1,379 total
4,000 shares@ US$217.04830.0003% mcap0.1% of flowCommon StockSEC:0001596532-26-000244:0
18,656 shares@ US$217.09580.0015% mcap0.3% of flowCommon StockSEC:0001596532-26-000244:1
19,990 shares@ US$217.04830.0016% mcap0.3% of flowCommon StockSEC:0001596532-26-000244:4
93,241 shares@ US$217.09580.0076% mcap1.4% of flowCommon StockSEC:0001596532-26-000244:5
130,553 shares@ US$217.09580.010% mcap2.0% of flowCommon StockSEC144:0001959173-26-007324
69,272 shares@ US$217.14080.0055% mcap1.1% of flowCommon StockSEC:0001596532-26-000242:2
13,860 shares@ US$217.14080.0011% mcap0.2% of flowCommon StockSEC:0001596532-26-000242:0
27,990 shares@ US$7.27830.0001% mcap0.0% of flowCommon StockSEC144:0001959173-26-007315
13,179 shares@ US$211.36020.0010% mcap0.2% of flowCommon StockSEC:0001596532-26-000240:0
51,805 shares@ US$212.26620.0040% mcap0.8% of flowCommon StockSEC:0001596532-26-000240:1
781 shares@ US$213.06370.0001% mcap0.0% of flowCommon StockSEC:0001596532-26-000240:2
65,897 shares@ US$211.36020.0051% mcap1.0% of flowCommon StockSEC:0001596532-26-000240:6
259,045 shares@ US$212.26620.020% mcap3.9% of flowCommon StockSEC:0001596532-26-000240:7
3,902 shares@ US$213.06370.0003% mcap0.1% of flowCommon StockSEC:0001596532-26-000240:8
1,224 shares@ US$215.000.0001% mcap6.6% of flowCommon StockSEC:0001596532-26-000239:0
96,992 shares@ US$217.14080.0077% mcap1.6% of flowCommon StockSEC144:0001959173-26-007306
1,224 shares@ US$206.900.0001% mcap100.0% of flowCommonSEC144:0001950047-26-010084
460,374 shares@ US$212.09410.036% mcap7.5% of flowCommon StockSEC144:0001959173-26-007299
700 shares@ US$201.62430.0001% mcap7.1% of flowCommon StockSEC:0001596532-26-000236:0
500 shares@ US$202.8980.0000% mcap5.1% of flowCommon StockSEC:0001596532-26-000236:1
1,800 shares@ US$204.4450.0001% mcap18.6% of flowCommon StockSEC:0001596532-26-000236:2
1,800 shares@ US$205.57580.0001% mcap18.7% of flowCommon StockSEC:0001596532-26-000236:3
200 shares@ US$206.030.0000% mcap2.1% of flowCommon StockSEC:0001596532-26-000236:4
44,726 shares@ US$211.39570.0036% mcap0.8% of flowCommon StockSEC:0001596532-26-000234:2
8,948 shares@ US$211.39570.0007% mcap0.2% of flowCommon StockSEC:0001596532-26-000234:0
25 of 1379 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))
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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))
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