Arista Networks director Yvonne Wassenaar disposed of 1,397 shares of the companys common stock on March 16, 2026, realizing proceeds of $187,404. The disposals were executed in several trades at prices spanning $132.69 to $135.54 per share.
The package of sales was broken down as follows: 264 shares at a weighted average price of $132.69, 360 shares at $133.55, 232 shares at $134.65 and 539 shares at a weighted average price of $135.54. As of the most recent quote noted in the report, Arista shares trade at $136.07, which the filing says represents a 62% gain over the past 12 months.
After the transactions, Wassenaar is recorded as directly holding 11,179 shares. The stock sales were carried out pursuant to a Rule 10b5-1 trading plan that Wassenaar adopted on November 21, 2025.
Financial metrics cited in the filing show Arista trading at a price-to-earnings ratio of 49.67. An InvestingPro analysis included in the material indicates the stock is currently overvalued relative to its Fair Value, and notes that investors can access ANETs Pro Research Report, one of the platform's research reports, for more detail.
The insider activity comes as Arista reported stronger-than-expected fourth-quarter results for 2025. The company reported earnings per share of $0.82, beating the $0.76 forecast, and revenue of $2.49 billion, above the $2.38 billion expected by analysts. Arista also raised its fiscal 2026 revenue guidance by approximately 6%.
Market analysts reacted to the results and the guidance revision with higher price targets. Needham lifted its price target to $185 and maintained a Buy rating. Piper Sandler increased its target to $175 while keeping an Overweight rating. Evercore ISI reiterated an Outperform rating with a $200 price target and highlighted an increased AI revenue target for fiscal 2026 of $3.25 billion.
Taken together, the disclosed insider sale, the firm’s beat-and-raise quarter and the analyst responses provide multiple data points investors can use when assessing Arista’s near-term outlook. The sale was executed under a pre-established trading plan and the company’s recent operational results and guidance adjustments remain central to analysts’ updated valuations and revenue expectations.