Arista Networks Shares Surge 2.22% on $1.13B Trading Volume Jump Securing 64th Market Activity Rank Amid Institutional Buying Frenzy and $1.5B Buyback Initiative

Arista Networks (ANET) saw a 2.22% rise in share price on August 28, 2025, with a trading volume of $1.13 billion, marking a 35.23% increase from the previous day and securing the 64th rank in market activity. Institutional investor activity has intensified, with Avenir Corp acquiring 3,370 shares valued at $261,000 in Q1 2025. Vanguard Group and Nuveen Asset Management also significantly increased stakes, while Cresset Asset Management boosted its position by 277.5% in Q4. The company’s board announced a $1.5 billion share buyback program, reflecting confidence in undervalued equity.

Recent earnings results underscored Arista’s strong performance, with Q2 EPS of $0.73 exceeding estimates by $0.08 and revenue growing 30.4% year-over-year. Analysts have raised price targets, including Goldman Sachs upgrading to $155 and Barclays to $151, reflecting optimism about AI-driven demand and 400G infrastructure adoption. However, insider transactions revealed mixed signals, including CEO Jayshree Ullal’s 3.32% ownership reduction and Director Charles Giancarlo’s 12.16% stake decline.

The stock’s elevated P/E ratio of 52.83 and beta of 1.37 highlight its volatility amid a broader market focus on AI infrastructure. Institutional ownership now accounts for 82.47% of shares, with ongoing buying activity suggesting long-term strategic interest. Despite short-term insider sales, the board’s buyback initiative and analyst upgrades indicate sustained confidence in Arista’s growth trajectory.

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