Carmignac Gestion and
Banco Bilbao Vizcaya Argentaria S.A. have significantly increased their holdings in Arista Networks, Inc.
(ANET). Despite insiders selling, the overall stock position has been bolstered. Investors are also gaining interest in this company, as the
shares have risen 1.6%. Impressive performance against other technology stocks this year is also noteworthy. Some investment groups like Circle Wealth Management LLC and Wellington Management Group LLP have lowered their stakes, but other firms such as Dimensional Fund Advisors LP and Northern Trust Corp have gone in the opposite direction, acquiring tens of thousands of shares. The recent 20% jump in Arista Networks' shares has attracted the attention of Jim Cramer, who holds the competitor companies in high regard.
Piper Sandler retains a neutral stance on ANET due to valuation concerns. Arista Networks' impressive growth in
AI Networking Demand and the consequent surge in its revenues have drawn in more buyers. Arista's institutional owners heavily dominate with 70% ownership of the shares. Apart from its record-breaking revenues, Arista Networks has acquired VeloCloud assets to boost their AI networking endeavors.
Arista Networks ANET News Analytics from Fri, 11 Jul 2025 07:00:00 GMT to Sat, 23 Aug 2025 21:34:15 GMT -
Rating 7
- Innovation 6
- Information 8
- Rumor 4
