Arista Networks saw strong Q2 results and new investor interest despite major insider selling.

LGT Fund Management and AIFG Consultants both acquired stakes in Arista Networks during the second quarter, investing $2.49 million and $335,000 respectively. The company reported strong Q2 results on August 5, 2025, with $0.73 EPS and $2.20 billion in revenue, up 30.4% year-over-year. Despite significant insider selling, including CEO Jayshree Ullal’s $243 million exit, analysts maintain a “Moderate Buy” consensus with a $162.00 average price target. Arista, valued at $182.88 billion, continues to grow its cloud networking platform and projects full-year 2025 earnings of $2.20 per share.