Arista Networks beat earnings estimates in Q3 2025, but insiders sold $300M in stock amid a $3.8M buy by Westerkirk Capital.

Westerkirk Capital Inc. acquired 37,136 shares of Arista Networks (ANET) in Q2, investing about $3.8 million, while insiders including CEO Jayshree Ullal and Director Charles H. Giancarlo sold a combined $300 million in shares over 90 days. Arista reported strong Q3 earnings on November 4, 2025, with $0.75 EPS—$0.03 above estimates—and $2.31 billion in revenue, up 27.5% year-over-year. The company, valued at $161.26 billion, has a consensus “Moderate Buy” rating and a target price of $164.31. Analysts project full-year 2025 EPS of $2.20.