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Arista Networks, Inc. Stock: price and directors' dealings · United States · SEC (Form 4)
Follow the Arista Networks, Inc. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on US US, under the oversight of SEC (Form 4). Operating in the Technology sector, Arista Networks, Inc. has recorded 1,138 public disclosures. Market capitalisation: €228.1bn. The latest transaction was reported on 14 July 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: BECHTOLSHEIM ANDREAS. The full history is accessible without an account.
1,138
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€816m
598 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Arista Networks, Inc. Strong Buy (bullish), based on 27 analysts. Average price target: US$190.46.
58Σ 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 7,831 of 26,671 companies
61.7
score / 100
Value31
Quality92
FCF yld2.0%
Earn yld1.6%
EV/EBITDA55.1x
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 14 July 2026
Declarations1,138 total
300,000 shares@ US$182.57Common StockSEC144:0001958244-26-000451
36,888 shares@ US$187.17560.0030% mcap1.1% of flowCommon StockSEC:0001596532-26-000162:0
36,888 shares@ US$187.17560.0030% mcap1.1% of flowCommon StockSEC:0001596532-26-000162:1
160,802 shares@ US$187.17560.013% mcap4.8% of flowCommon StockSEC:0001596532-26-000162:2
12,005 shares@ US$187.31220.0010% mcap0.4% of flowCommon StockSEC:0001596532-26-000160:0
25,943 shares@ US$188.55860.0021% mcap0.8% of flowCommon StockSEC:0001596532-26-000160:1
164 shares@ US$189.17670.0000% mcap0.0% of flowCommon StockSEC:0001596532-26-000160:2
12,005 shares@ US$187.31220.0010% mcap0.4% of flowCommon StockSEC:0001596532-26-000160:3
25,943 shares@ US$188.55860.0021% mcap0.8% of flowCommon StockSEC:0001596532-26-000160:4
164 shares@ US$189.17670.0000% mcap0.0% of flowCommon StockSEC:0001596532-26-000160:5
52,351 shares@ US$187.31220.0042% mcap1.7% of flowCommon StockSEC:0001596532-26-000160:6
113,134 shares@ US$188.55860.0091% mcap3.7% of flowCommon StockSEC:0001596532-26-000160:7
713 shares@ US$189.17670.0001% mcap0.0% of flowCommon StockSEC:0001596532-26-000160:8
234,578 shares@ US$187.17560.019% mcap8.2% of flowCommon StockSEC144:0001959173-26-005197
242,422 shares@ US$188.16880.020% mcap9.4% of flowCommon StockSEC144:0001959173-26-005182
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
25 of 1138 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))
