ANET Arista Networks, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (7 insiders)
Horizon days Filed May 26, 2026 Processed 19d 10h ago
Insider cluster: 2 insiders, $2.1M total
Latest settled — T+5d ⚠ clustered
ANET ▲ +13.00% at T+5d
NEUTRAL call ✓ call won +13.00% · α vs SPY +12.53% · entry $154.31 → $174.37
Next anchor: T+20d in 9d
Last close $163.24 (close Jun 12) · +5.79% from $154.31 entry
Entry anchored
May 26, 2026
via day open
T+1d
+0.62%
call +0.62% · α +0.07%
$155.27
settled 19d ago
T+5d
+13.00%
call +13.00% · α +12.53%
$174.37
settled 13d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Arista President/CTO Kenneth Duda and Director Yvonne Wassenaar sold shares in open-market transactions totaling ~$2.07M from May 14–21, 2026. These sales are modest relative to ANET's $194B market cap (~0.001%), are overwhelmingly driven by option exercises and tax-withholding events (non-cash), and align with post-vesting liquidity patterns rather than informed bearish signals. The net cash outflow from open-market sales is negligible.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
7

Actionable Insight

The insider sales are tiny relative to company size and are accompanied by heavy option-exercise / tax-withholding activity typical of scheduled vesting events. No bearish signal. Monitor next earnings for fundamentals; these sales do not warrant a trade on their own.

Key Facts

  • President/CTO Duda sold 14,500 shares at ~$139.41 for ~$2.02M on 2026-05-18
  • Director Wassenaar sold 324 shares at ~$139.89 for ~$45.3K on 2026-05-20
  • Total cluster sale value ~$2.07M is ~0.001% of $194B market cap
  • Majority of cluster activity (20 of 22 line items) are option exercises (code M) and tax-withholding surrenders (code F), which are non-cash events
  • The open-market sales occurred the same day as large derivative exercises by CEO Ullal, CFO Breithaupt, and other officers — consistent with post-vesting portfolio management
  • Director Battles sold 2 shares ($281) on 2026-05-21 — de minimis

Financial Impact

~$2.07M in open-market sales; $0 from option exercises and tax-withholding

insider selling volume

Risk Factors

  • Insider sales at vesting are routine — no elevated risk
  • The cluster's open-market dollar value is negligible vs market cap

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
91% bullish (34 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1779837932316
20 reports for ANET
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +18.57%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
Type Now
Jun 9, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$152.53 awaiting T+1awaiting T+1$163.24 (+7.02%)
Jun 8, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$156.99 awaiting T+1awaiting T+1$163.24 (+3.98%)
Jun 5, 2026
9d ago
144
NEUTRAL ★ 3/10
$153.06 awaiting T+1awaiting T+1$163.24 (+6.65%)
Jun 4, 2026
10d ago
144
NEUTRAL ★ 4/10
$159.46 awaiting T+1awaiting T+1$163.24 (+2.37%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$166.01 $154.27▼ −7.07%▼ −4.47%$163.24 (−1.67%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.47 $170.68▲ +7.03%▲ +6.77%$163.24 (+2.36%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$159.47 $170.68▲ +7.03%▲ +6.77%$163.24 (+2.36%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$155.27 $159.47▲ +2.71%▲ +2.47%$163.24 (+5.13%)
May 26, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
$154.31 $155.27▲ +0.62%▲ +0.07%$163.24 (+5.79%)
May 26, 2026
19d ago
144
NEUTRAL ★ 4/10
$154.31 $155.27▲ +0.62%▲ +0.07%$163.24 (+5.79%)
Showing 10 of 20

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