ANET Arista Networks, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (4 insiders)
Horizon days Filed May 27, 2026 Processed 13d 3h ago
Insider cluster: 4 insiders, $5.7M total
Latest settled — T+5d ⚠ clustered
ANET ▲ +6.92% at T+5d
NEUTRAL call ✓ call won +6.92% · α vs SPY +6.60% · entry $155.27 → $166.01
Next anchor: T+20d in 15d
Currently $152.16 · -2.00% from $155.27 entry
Entry anchored
May 27, 2026
via day open
T+1d
+2.71%
call +2.71% · α +2.47%
$159.47
settled 13d ago
T+5d
+6.92%
call +6.92% · α +6.60%
$166.01
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Four Arista insiders sold a total of ~$5.72M in open-market sales over a 7-day window, led by 10% owner Andreas Bechtolsheim ($3.65M) and President/CTO Kenneth Duda ($2.02M). The cluster value is ~0.003% of ANET's $199B market cap — a trivial amount that does not signal material bearish conviction, especially given the absence of any negative corporate event in the filing context.

Key Financial Metrics

Direction
selling
Total Value
$5.7M
Insiders
4

Actionable Insight

The dollar amount is negligible for a $199B company, and the sales are likely routine portfolio diversification. Monitor for any material increase in insider selling volume or a sudden shift to C-suite cluster selling above 0.1% of market cap, which would warrant attention.

Key Facts

  • Four insiders sold shares totaling $5.72M in open-market transactions from May 15-22, 2026.
  • Andreas Bechtolsheim (10% Owner) sold 24,381 shares for $3.65M at $149.68.
  • Kenneth Duda (President and CTO) sold 14,500 shares for $2.02M at $139.41.
  • Two directors sold minor amounts: Yvonne Wassenaar ($45K) and Kelly Bodnar ($281).
  • Total cluster value represents ~0.003% of ANET's $199B market cap — well below the 0.1% materiality threshold.
  • No insider purchases were reported in the cluster window.

Financial Impact

Total insider sales of $5.72M, or ~0.003% of market cap — immaterial relative to company size.

insider holdings

Risk Factors

  • Insider selling could accelerate if insiders perceive headwinds in the networking equipment cycle.
  • No insider buying to signal confidence — lack of bullish insider signal.

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-1779924265785
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
today
Insider Cluster
NEUTRAL ★ 2/10
$151.41 awaiting T+1awaiting T+1$152.16 (+0.50%)
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$156.99 awaiting T+1awaiting T+1$152.16 (−3.08%)
Jun 5, 2026
4d ago
144
NEUTRAL ★ 3/10
$153.06 awaiting T+1awaiting T+1$152.16 (−0.59%)
Jun 4, 2026
5d ago
144
NEUTRAL ★ 4/10
$159.46 awaiting T+1awaiting T+1$152.16 (−4.58%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$166.01 $154.27▼ −7.07%▼ −4.47%$152.16 (−8.34%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.47 $170.68▲ +7.03%▲ +6.77%$152.16 (−4.58%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$159.47 $170.68▲ +7.03%▲ +6.77%$152.16 (−4.58%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 3/10
$155.27 $159.47▲ +2.71%▲ +2.47%$152.16 (−2.00%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$154.31 $155.27▲ +0.62%▲ +0.07%$152.16 (−1.39%)
May 26, 2026
14d ago
144
NEUTRAL ★ 4/10
$154.31 $155.27▲ +0.62%▲ +0.07%$152.16 (−1.39%)
Showing 10 of 20

US Market Status

Market Closed — Opens Thu (10h 10m)

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