Arista Networks Option Alert: Jan, 2027 $122.5 Calls Sweep (16) near the Ask: 300 vs 234 OI

Arista Networks Option Alert: Jan, 2027 $122.5 Calls Sweep (16) near the Ask: 300 @ $22.787 vs 234 OI; Ref=$103.94

Arista Networks Option Alert: Jun 20 $110 Puts at the Bid: 650 vs 2846 OI; Earnings 2/18 After Close 

Arista Networks Option Alert: Jun 20 $110 Puts at the Bid: 650 @ $11.7 vs 2846 OI; Earnings 2/18 After Close Ref=$110.21

Arista Networks (NYSE:ANET) 주식

ARISTA NETWORKS INC

Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

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ANET

아리스타 네트웍스(NYSE:ANET)의 주식은 회사의 2분기 재무 결과 발표에 뒤이어 화요일 시간외 세션에서 상승했다. 보고서에 대한 요약은 다음과 같다.

아리스타 네트웍스: 예상을 상회하는 2분기 매출과 이익 그리고 강력한 전망에 주가 상승

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화요일에 개인 투자자와 트레이더들의 관심을 받은 상위 종목은 다음과 같다. 팔란티어, 인텔, 아리스타, 옥시덴탈 및 테슬라

화요일 주목받은 주식: 팔란티어, 인텔, 아리스타, 옥시덴탈 및 테슬라

AristaJuly,30,,2019,Santa,Clara, - ,Ca, - ,Usa,-

아리스타 네트웍스(NYSE:ANET)는 화요일(18일) 장 마감 후 4분기 재무 실적을 발표했다. 이번 분기의 주요 지표는 다음과 같다.

아리스타 네트웍스 4분기 실적: 매출 및 EPS 예상치 상회, 강력한 전망

Arista Networks Inc

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Shares of communication equipment stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$110.00</td>
<td>$42.1K</td>
<td>41.5K</td>
<td>79.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$315.00</td>
<td>$53.6K</td>
<td>2.0K</td>
<td>5.8K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$152.50</td>
<td>$36.8K</td>
<td>295</td>
<td>1.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$210.00</td>
<td>$356.0K</td>
<td>513</td>
<td>1.9K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$35.00</td>
<td>$45.9K</td>
<td>5.2K</td>
<td>1.4K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$75.00</td>
<td>$29.0K</td>
<td>7.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$110.00</td>
<td>$27.1K</td>
<td>1.8K</td>
<td>524</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$230.00</td>
<td>$47.0K</td>
<td>17.5K</td>
<td>448</td>
</tr>
<tr>
<td>MNDY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$270.00</td>
<td>$28.8K</td>
<td>1.6K</td>
<td>290</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$175.00</td>
<td>$79.0K</td>
<td>113</td>
<td>40</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on April 4, 2025. Parties traded 137 contract(s) at a $110.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $42.1K, with a price of $309.0 per contract. There were 41578 open contracts at this strike prior to today, and today 79221 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on April 4, 2025. Parties traded 72 contract(s) at a $315.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $53.6K, with a price of $745.0 per contract. There were 2065 open contracts at this strike prior to today, and today 5803 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bullish, expiring in 15 day(s) on April 17, 2025. This event was a transfer of 134 contract(s) at a $152.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $36.8K, with a price of $275.0 per contract. There were 295 open contracts at this strike prior to today, and today 1958 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bearish sentiment. It expires in 352 day(s) on March 20, 2026. Parties traded 193 contract(s) at a $210.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $356.0K, with a price of $1845.0 per contract. There were 513 open contracts at this strike prior to today, and today 1908 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bullish sentiment. It expires in 15 day(s) on April 17, 2025. Parties traded 174 contract(s) at a $35.00 strike. The total cost received by the writing party (or parties) was $45.9K, with a price of $264.0 per contract. There were 5259 open contracts at this strike prior to today, and today 1415 contract(s) were bought and sold. 
• For ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we notice a put option sweep that happens to be bullish, expiring in 44 day(s) on May 16, 2025. This event was a transfer of 88 contract(s) at a $75.00 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $29.0K, with a price of $330.0 per contract. There were 7835 open contracts at this strike prior to today, and today 1219 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 23 day(s) on April 25, 2025. This event was a transfer of 149 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $27.1K, with a price of $182.0 per contract. There were 1876 open contracts at this strike prior to today, and today 524 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be neutral, expiring in 79 day(s) on June 20, 2025. This event was a transfer of 50 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $47.0K, with a price of $940.0 per contract. There were 17573 open contracts at this strike prior to today, and today 448 contract(s) were bought and sold. 
• For MNDY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>), we notice a call option sweep that happens to be bullish, expiring in 44 day(s) on May 16, 2025. This event was a transfer of 12 contract(s) at a $270.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $28.8K, with a price of $2395.0 per contract. There were 1630 open contracts at this strike prior to today, and today 290 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option trade that happens to be bullish, expiring in 198 day(s) on October 17, 2025. This event was a transfer of 40 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $79.0K, with a price of $1975.0 per contract. There were 113 open contracts at this strike prior to today, and today 40 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

AVGO

MNDY

MSTR

NVDA

ORCL

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

Benzinga's options scanner just detected over 31 options trades for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) summing a total amount of $3,256,428.
At the same time, our algo caught 22 for a total amount of 2,905,558.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $60.0 and $107.5 for Arista Networks, spanning the last three months.
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Arista Networks options trades today is 1930.08 with a total volume of 54,023.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Arista Networks's big money trades within a strike price range of $60.0 to $107.5 over the last 30 days.
<h3>Arista Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743521468_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$503.2K</td>
<td>10.1K</td>
<td>394</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.0</td>
<td>$3.9</td>
<td>$3.9</td>
<td>$70.00</td>
<td>$430.6K</td>
<td>10.1K</td>
<td>4.2K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$32.0</td>
<td>$31.6</td>
<td>$31.7</td>
<td>$105.00</td>
<td>$253.6K</td>
<td>0</td>
<td>80</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$203.6K</td>
<td>10.1K</td>
<td>2.6K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$195.0K</td>
<td>10.1K</td>
<td>1.6K</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Arista Networks</h3>
<ul>
<li>With a trading volume of 2,267,446, the price of ANET is up by 0.48%, reaching $77.85.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 35 days from now.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $115.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a positive move, an analyst from UBS has upgraded their rating to Buy and adjusted the price target to $115. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Markets

Arista Networks's Options: A Look at What the Big Money is Thinking

Deep-pocketed investors have adopted a bearish approach towards Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ANET usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 31 extraordinary options activities for Arista Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 29% leaning bullish and 41% bearish. Among these notable options, 12 are puts, totaling $1,022,850, and 19 are calls, amounting to $2,283,021.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $38.75 to $135.0 for Arista Networks over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $38.75 to $135.0 in the last 30 days. 
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743452153_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$8.7</td>
<td>$8.5</td>
<td>$8.6</td>
<td>$75.00</td>
<td>$430.0K</td>
<td>812</td>
<td align="right">550</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$7.1</td>
<td>$6.8</td>
<td>$6.9</td>
<td>$135.00</td>
<td>$379.5K</td>
<td>331</td>
<td align="right">551</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$11.4</td>
<td>$11.2</td>
<td>$11.2</td>
<td>$85.00</td>
<td>$336.0K</td>
<td>2.0K</td>
<td align="right">323</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$16.8</td>
<td>$16.6</td>
<td>$16.8</td>
<td>$75.00</td>
<td>$327.6K</td>
<td>63</td>
<td align="right">199</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$10.1</td>
<td>$9.8</td>
<td>$10.0</td>
<td>$100.00</td>
<td>$285.0K</td>
<td>618</td>
<td align="right">301</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Arista Networks</h3>
<ul>
<li>Trading volume stands at 10,158,876, with ANET's price down by -0.59%, positioned at $77.48.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 36 days.</li>
</ul>
<h3>What The Experts Say On Arista Networks</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $115.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from UBS upgraded its action to Buy with a price target of $115. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

A Closer Look at Arista Networks's Options Market Dynamics

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying GRAIL, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRAL#NASDAQ">GRAL</a>), adding that he likes the <a href="https://www.benzinga.com/quote/GRAL">stock a lot.</a>
Supporting his view, Morgan Stanley analyst Tejas Savant, on March 18, raised the price target on the stock from $16 to $20.
&#8220;That' like a dice roll,&#8221; Cramer said when asked about Turkcell Iletisim Hizmetleri A.S. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKC#NYSE">TKC</a>). &#8220;That's a bridge too far for me.&#8221;
On the earnings front, Turkcell, on Feb. 27, posted an FY net profit of 23.52 billion Lira versus a year-ago profit of 18.13 billion Lira.
When asked about Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>), he said, &#8220;I'm going to say buy half right now, and then if it breaks down below 53, then you can buy more.&#8221;
Keefe, Bruyette &amp; Woods analyst Vasundhara Govil, on March 18, upgraded Block from Market Perform to Outperform but lowered the price target from $87 to $80.
Healthpeak Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>) is a &#8220;reasonable&#8221; REIT, Cramer said.
On Feb. 28, Scotiabank analyst Nicholas Yulico maintained Healthpeak Properties with a Sector Outperform and lowered the price target from $24 to $23.
The Mad Money host said Rubrik, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBRK#NYSE">RBRK</a>) is doing &#8220;very, very well.&#8221;
As per the recent news, NTT DATA partnered with Rubrik on Monday for cybersecurity ransomware protection.
Cramer said Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>) is a hold and prefers Boston Scientific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>) to Edwards Lifesciences.
On the earnings front, Edwards Lifesciences, on Feb. 11, posted better-than-expected quarterly earnings.
&#8220;We have to wait another quarter,&#8221; Cramer said when asked about Shake Shack Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHAK#NYSE">SHAK</a>).
Wells Fargo analyst Anthony Trainor, on Wednesday, initiated coverage on Shake Shack with an Equal-Weight rating and announced a price target of $95.
TransMedics Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMDX#NASDAQ">TMDX</a>) is an &#8220;interesting&#8221; company, Cramer said. &#8220;I'm not going to necessarily recommend it right here.&#8221;
Needham analyst Mike Matson reiterated TransMedics Group with a Hold rating on Wednesday.
&#8220;It's never been this cheap that I can recall,&#8221; Cramer said when asked about Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>). &#8220;Here's the problem, it's a data center stock.&#8221;
On March 5, UBS analyst David Vogt upgraded Arista Networks from Neutral to Buy and raised the price target from $112 to $115.
Price Action:
Turkcell Iletisim Hizmetleri shares fell 2.3% to settle at $6.08 on Thursday.
GRAIL shares gained 0.7% to close at $28.58 during the session.
Arista Networks&#8217; shares fell 3.3% to settle at $78.96.
Shake Shack shares rose 0.3% to settle at $93.62.
TransMedics Group shares gained 0.2% to close at $70.44.
Rubrik shares fell 3.8% to settle at $66.00.
Edwards Lifesciences&#8217; shares rose 0.1% to close at $71.19.
Block shares fell 3.5% to settle at $56.99 on Thursday.
Healthpeak Properties shares fell 0.4% to close at $20.22.
Now Read:
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<li><a href="https://www.benzinga.com/25/03/44534563/netflix-vertex-pharmaceuticals-and-more-on-cnbcs-final-trades">Netflix, Vertex Pharmaceuticals And More On CNBC&#8217;s &#8216;Final Trades&#8217;</a></li>
</ul>
Photo: Shutterstock

Mid Cap

Media

GRAL

RBRK

SHAK

TMDX

Jim Cramer: Healthpeak Properties Is A 'Reasonable' REIT, Recommends Buying This Health Care Stock

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 23.21% on an annualized basis producing an average annual return of 33.97%. Currently, Arista Networks has a market capitalization of $103.53 billion. 
Buying $1000 In ANET: If an investor had bought $1000 of ANET stock 10 years ago, it would be worth $19,169.88 today based on a price of $82.09 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743001222_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

DDOG

ESTC

MTSI

MVIS

PSTG

SAIL

SHOP

SNOW

SNPS

TEAM

VSAT

Shares of companies in the broader tech sector are trading higher amid an overall market rebound on reports suggesting tariffs could be narrower and targeted.

The <a href="https://www.benzinga.com/money/momentum-trading">momentum trade</a> just hit a wall and the unwind has been nothing short of brutal.
JPMorgan analysts Dubravko Lakos-Bujas, Arun Jain and Bhupinder Singh note that the sharp reversal in momentum has erased two years of gains in just three weeks &#8211; one of the fastest unwinds in four decades. 
With mega-caps leading the drop and a dramatic shift towards low-volatility stocks, investors need to rethink their strategies.
<h2 class="wp-block-heading">What's Behind The Crash?</h2>
Extreme crowding in momentum stocks &#8211; primarily fueled by AI enthusiasm, high-rate expectations and pro-growth bets—came under pressure as macro risks resurfaced. 
The result? A 17% average decline among the Mag-7, triggering a $5.8 trillion market cap wipeout in the S&amp;P 500.
While forced liquidations and systematic deleveraging have cooled the immediate risk of another crash, JPMorgan warns that if this is a true regime shift, the unwind may only be one-third complete.
Read Also: <a href="https://www.benzinga.com//node/44450390">Charlie Munger&#8217;s Investment Wisdom: &#8216;If People Weren&#8217;t So Often Wrong, We Wouldn&#8217;t Be So Rich&#8217;</a>
<h2 class="wp-block-heading">Where Is Momentum Flowing?</h2>
Momentum is rotating away from quality growth and into low volatility and defensive plays. 
According to JPMorgan, stocks in the following sectors are seeing the strongest bid:
Utilities: NiSource Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>), Ameren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEE#NYSE">AEE</a>) and Evergy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVRG#NASDAQ">EVRG</a>)
Insurance: Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>), Brown &amp; Brown Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>) and Aon PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>)
Financial Services: Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) and Mastercard Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>)
Crowding in low volatility names has surged, pushing relative P/E valuations to record highs.
<h2 class="wp-block-heading">What To Watch Next</h2>
<h4 class="wp-block-heading">The Low-Volatility Boom</h4>
With the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) (small caps) lagging and defensive ETFs like the Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>) seeing inflows, the shift towards safety is clear. But JPMorgan warns that a further rate drop could push low volatility stocks into bubble territory, much like 2016.
<h4 class="wp-block-heading">High-Volatility Bargains</h4>
According to JPMorgan, stocks that have seen heavy multiple compression, making them attractive for value-seeking investors, include:
Semiconductors: Monolithic Power Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>))
Software: (Synopsys Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/snps#NASDAQ">SNPS</a>), Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), ServiceNow Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>))
Tech Hardware: (Arista Networks Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/anet#NYSE">ANET</a>), NetApp Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>))
However, without an intra-cycle reset or Fed pivot, a broad move into beaten-down growth stocks may be premature.
<h4 class="wp-block-heading">The Fed's Next Move</h4>
If rate expectations shift lower, expect bond proxies to gain further. If not, the defensive rally may stall, forcing a reassessment of positioning.
Momentum traders just got whipsawed and the rotation into low-volatility stocks has been rapid. While some safety plays look solid, overheating risks remain.
Investors should watch for signs of a structural shift &#8211; and be ready to pivot before the next wave hits.
Read Next: 
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<li><a href="https://www.benzinga.com//node/44456554">Trade Wars, Fed Moves And A 40% Recession Risk &#8211; Is Your Portfolio Ready?</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

Macro Economic Events

Sector ETFs

Broad U.S. Equity ETFs

Economics

Analyst Ratings

ETFs

CDNS

DELL

EVRG

MPWR

NTAP

PowerShares S&P 500 Low Volatility Portfolio

SPLV

Momentum Whiplash: Where Should Investors Pivot Next?

AVDX, FORTY, GFS, RGTI, SWKS
AVDX, FORTY, GFS, RGTI, SWKS

AFRM

ALAR

AMZN

APPS

ASAN

BILL

BRZE

CALX

CRWD

CYBR

GTLB

GWRE

HUBS

LOGI

MSFT

NFLX

NTNX

PCTY

SPOT

STNE

TOST

VERI

Shares of technology companies are trading higher in sympathy with overall market sentiment after the Fed policy decision to keep rates unchanged.

Investors with a lot of money to spend have taken a bearish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 17 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 35% bullish and 47%, bearish.
Out of all of the special options we uncovered, 9 are puts, for a total amount of $972,160, and 8 are calls, for a total amount of $656,220.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $70.0 and $122.5 for Arista Networks, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Arista Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Arista Networks's substantial trades, within a strike price spectrum from $70.0 to $122.5 over the preceding 30 days.
<h3>Arista Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742313645_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$16.8</td>
<td>$16.6</td>
<td>$16.64</td>
<td>$90.00</td>
<td>$415.2K</td>
<td>733</td>
<td>254</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$18.1</td>
<td>$18.0</td>
<td>$18.0</td>
<td>$100.00</td>
<td>$235.8K</td>
<td>1.1K</td>
<td>150</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$11.0</td>
<td>$10.5</td>
<td>$10.5</td>
<td>$75.00</td>
<td>$210.0K</td>
<td>487</td>
<td>200</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$0.8</td>
<td>$0.7</td>
<td>$0.7</td>
<td>$122.50</td>
<td>$140.0K</td>
<td>5.0K</td>
<td>1.9K</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$18.2</td>
<td>$17.9</td>
<td>$18.03</td>
<td>$80.00</td>
<td>$90.1K</td>
<td>1.4K</td>
<td>52</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Having examined the options trading patterns of Arista Networks, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Arista Networks</h3>
<ul>
<li>Currently trading with a volume of 3,380,910, the ANET's price is down by -1.36%, now at $83.93. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 49 days.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $119.8.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Arista Networks, targeting a price of $112. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Arista Networks with a target price of $125. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Arista Networks, maintaining a target price of $126. 
&#x2A; An analyst from Citigroup has decided to maintain their Buy rating on Arista Networks, which currently sits at a price target of $121. 
&#x2A; In a positive move, an analyst from UBS has upgraded their rating to Buy and adjusted the price target to $115. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Arista Networks options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Arista Networks's Options Frenzy: What You Need to Know

Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has seen <a href="https://www.benzinga.com/quote/ANET/news">a recent pullback</a> with the stock down about 25% over the past month. But JPMorgan analyst Samik Chatterjee sees it as an opportunity rather than a red flag.
He's adding the stock to the firm&#8217;s Analyst Focus List, pointing to upside potential fueled by AI-driven Ethernet adoption in data centers. &#8220;Investors are overestimating the risks from Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and White Box competitors,&#8221;
Chatterjee stated, maintaining an Overweight rating with a $140 price target — implying a significant upside from current levels.
Arista stock closed the trading day, Friday, at $83.51 a share. That&#8217;s an upside of approximately 68%.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44218719/cisco-nvidia-arista-tackle-tariff-turmoil-whos-best-positioned">Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who&#8217;s Best Positioned?</a>
<h2 class="wp-block-heading">Arista Stock: Pullback Presents A Buy Opportunity</h2>
According to Chatterjee, the recent decline in Arista stock stemmed from broader AI spending concerns among cloud customers and fears of competition from White Box companies. 
However, he argues that these worries are overstated. &#8220;Arista's AI-driven networking demand remains strong, and market fears are not aligned with long-term fundamentals,&#8221; he said. 
Trading at 28x 2026 consensus EPS, Arista stock isn&#8217;t cheap, but with earnings growth ahead and potential multiple expansion, the stock remains well-positioned for gains.
<h2 class="wp-block-heading">Valuation Retraces, But Growth Potential Remains</h2>
While Arista stock&#8217;s premium valuation reflected its high growth expectations, recent weakness has erased much of that premium. Currently trading at 33x next-twelve-month P/E, close to its historical average, Arista stock still offers room for appreciation as AI-related Ethernet adoption accelerates in 2026 and beyond. 
&#8220;We believe the stock&#8217;s premium valuation is justified given its dominant role in high-speed Ethernet switching for AI workloads,&#8221; Chatterjee noted.
<h2 class="wp-block-heading">Seasonal Weakness, But Second-Half Strength?</h2>
Historically, Arista stock underperforms in the first half of the year due to conservative guidance practices. However, the second half tends to see stronger performance, with guidance raises playing a key role. 
&#8220;Our confidence in Arista's second-half rebound remains high, particularly as AI-driven deployments ramp up,&#8221; Chatterjee said. 
Investors looking for AI-driven upside may find upcoming earnings reports to be the catalyst needed to reinforce confidence in the stock's trajectory.
<h2 class="wp-block-heading">Arista Vs. Nvidia: Market Share Concerns Overstated</h2>
A key question among investors is whether Nvidia's dominance in AI networking could hinder Arista's growth. Chatterjee pushes back against this concern, highlighting Arista's strong presence in front-end networks and ongoing market share gains. 
&#8220;While Nvidia dominates the AI accelerator market, Arista continues to win share in the Ethernet switching segment, which remains critical for AI infrastructure,&#8221; he explained. 
Despite some revenue moderation from Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) in early 2024, Arista remains a critical supplier for AI-driven data centers, positioning it well for future growth.
<h2 class="wp-block-heading">The White Box Question</h2>
White Box competitors have maintained a steady market share, but Arista's foothold with major cloud players remains strong. According to Chatterjee, White Box adoption outside top-tier cloud customers is limited due to software complexity, keeping Arista's competitive edge intact. 
&#8220;The software-driven differentiation Arista provides remains a key moat against commoditization,&#8221; he added.
With AI data centers shifting toward Ethernet adoption and Arista&#8217;s long-term growth intact, the current pullback presents an attractive entry point. 
&#8220;We see this as an opportunity for long-term investors, given Arista's clear path to AI infrastructure leadership,&#8221; Chatterjee concluded. As market concerns fade and earnings momentum builds, he sees a compelling case for Arista stock's continued outperformance.
Read Next: 
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a></li>
</ul>
Image: Shutterstock

Arista Analyst Sees 68% Upside As Stock Pullback Presents Buying Opportunity

AMBA

AMPG

APLD

ARQQ

AVPT

AXTI

BNZI

BTOG

CRDO

CSAI

ERIC

FCUV

GRRR

INFA

IONQ

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MCHP

NVTS

OSIS

PATH

PCOR

PONY

QUBT

RCAT

RGTI

SITM

SPSC

TRMB

VNET

WDAY

WOLF

WRAP

WULF

YAAS

Shares of companies in the broader technology sector are trading higher. The sector may be rising as the overall market rebounds after falling recently on tariff concerns.

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round,</a>&#8220; Jim Cramer recommended selling NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>).
On March 7, NANO Nuclear Energy announced that Florent Heidet, Ph.D. has joined NANO Nuclear as its Chief Technology Officer and Head of <a href="https://www.benzinga.com/quote/NNE/news">Reactor Development</a>.
Cramer said Illumina, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ILMN#NASDAQ">ILMN</a>) is a &#8220;challenged&#8221; company, and he doesn't really care for it.
RBC Capital analyst Conor McNamara, on March 12, maintained Illumina with an Outperform and lowered the price target from $247 to $128.
When asked about Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>), he said, &#8220;Keep looking but do not press the button.&#8221;
As per the recent news, Archer Aviation and Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), on March 13, collaborated to build the AI foundation for the future of advanced aviation technologies.
The Mad Money host said he has always liked STERIS plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STE#NYSE">STE</a>) and recommended buying the stock. &#8220;I think it's just a strong company,&#8221; he added.
Supporting his view, Stephens &amp; Co. analyst Jacob Johnson, on Feb. 6, reiterated Steris with an Overweight rating and maintained a $240 price target.
Cramer said he doesn't know what Sixth Street Specialty Lending, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSLX#NYSE">TSLX</a>) really owns, so therefore he can't give his opinion on it.
RBC Capital analyst Kenneth Lee, on Feb. 26, maintained Sixth Street Specialty with an Outperform rating and raised the price target from $23 to $25.
Cramer said he likes Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) very much and recommended to own the stock.
Adding support to his choice, Susquehanna analyst Mehdi Hosseini, on Feb. 20, upgraded Lam Research from Neutral to Positive and raised the price target from $75 to $125.
Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has been an &#8220;amazing stock for many years,&#8221; Cramer said. He recommended buying the stock.
Supporting his view, UBS analyst David Vogt, on March 5, upgraded Arista Networks from Neutral to Buy and raised the price target from $112 to $115.
Price Action:
<ul>
<li>Illumina shares fell 0.2% to settle at $84.05 on Thursday.</li>
<li>Archer Aviation shares dipped 3.1% to close at $7.25 during the session.</li>
<li>NANO Nuclear Energy shares gained 1.9% to settle at $28.32.</li>
<li>Steris shares fell 0.9% to close at $222.45.</li>
<li>Sixth Street Specialty Lending shares fell 0.9% to close at $21.96 on Thursday.</li>
<li>Lam Research shares fell 1.7% to settle at $75.26.</li>
<li>Arista Networks shares fell 0.1% to close at $80.14 on Thursday.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44298504/top-3-health-care-stocks-youll-regret-missing-this-quarter">Top 3 Health Care Stocks You&#8217;ll Regret Missing This Quarter</a></li>
</ul>
Image: Shutterstock

ACHR

ILMN

LRCX

TSLX

Jim Cramer Says Illumina Is 'Challenged,' Recommends Selling This Industrial Stock

Financial giants have made a conspicuous bearish move on Arista Networks. Our analysis of options history for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) revealed 17 unusual trades.
Delving into the details, we found 23% of traders were bullish, while 58% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $135,650, and 14 were calls, valued at $992,854.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $60.0 to $125.0 for Arista Networks over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Arista Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale activity within a strike price range from $60.0 to $125.0 in the last 30 days. 
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741788152_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$12.6</td>
<td>$12.2</td>
<td>$12.5</td>
<td>$90.00</td>
<td>$250.0K</td>
<td>1.0K</td>
<td align="right">200</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$2.7</td>
<td>$2.65</td>
<td>$2.7</td>
<td>$90.00</td>
<td>$107.1K</td>
<td>1.4K</td>
<td align="right">7</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$12.5</td>
<td>$12.2</td>
<td>$12.34</td>
<td>$90.00</td>
<td>$99.9K</td>
<td>1.0K</td>
<td align="right">282</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$18.0</td>
<td>$17.8</td>
<td>$17.8</td>
<td>$80.00</td>
<td>$89.0K</td>
<td>653</td>
<td align="right">50</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$12.5</td>
<td>$12.2</td>
<td>$12.35</td>
<td>$90.00</td>
<td>$66.6K</td>
<td>1.0K</td>
<td align="right">336</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>With a trading volume of 1,510,930, the price of ANET is up by 3.06%, reaching $81.55.</li>
<li>Current RSI values indicate that the stock is may be oversold.</li>
<li>Next earnings report is scheduled for 55 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Arista Networks</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $120.4.
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&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on Arista Networks with a target price of $126. 
&#x2A; Consistent in their evaluation, an analyst from Rosenblatt keeps a Sell rating on Arista Networks with a target price of $85. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Arista Networks, maintaining a target price of $121. 
&#x2A; An analyst from Wells Fargo has decided to maintain their Overweight rating on Arista Networks, which currently sits at a price target of $125. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Buy rating on Arista Networks with a target price of $145. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Arista Networks options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

This Is What Whales Are Betting On Arista Networks

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has risen 10.42% since its last report. The company recently reported that it has 10.98 million shares sold short, which is 1.06% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.32 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741698927_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Arista Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 6.11%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Arista Networks's Recent Short Interest

Shares of communication equipment stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

A March filing shows that Representative Robert Bresnahan reported a purchase in Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), valued between $7,007 and $105,000. The transaction date is listed as March 7, 2025, with the report published on March 7, 2025.
At present, Alibaba Gr Hldgs shares are trading down 4.59% at $134.17.
<h3>What Representative Has Been Trading Recently</h3>
Over the past three years, Robert Bresnahan executed 142 trades totaling over $366 thousand. The largest of these trades were in Alphabet and Berkshire Hathaway Inc. New Common Stock stock. Some of the key transactions the Rep. has executed recently include: 
<ul>
<li>Lowe's Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>): $15,001 - $50,000 Sale</li>
<li>Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>): $1,001 - $15,000 Sale</li>
<li>Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>): $1,001 - $15,000 Purchase</li>
</ul>
Here is a list of Robert Bresnahan's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Arista Networks</td>
<td>ANET</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>Snowflake</td>
<td>SNOW</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>Robinhood Markets</td>
<td>HOOD</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S (Partial)</td>
<td>2025-02-12</td>
</tr>
<tr>
<td>Snowflake</td>
<td>SNOW</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-02-12</td>
</tr>
<tr>
<td>Monday.Com</td>
<td>MNDY</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-02-11</td>
</tr>
</tbody>
</table>
To keep an eye on Robert Bresnahan's trades and other government stock activity, check out our <a href="https://www.benzinga.com/gov-trades/members/robert-bresnahan">real-time tracking tool</a>!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Politics

General

BABA

Rep. Robert Bresnahan Has Bought Up to $105K Worth Of Alibaba Gr Hldgs Stock: Here's What You Should Know

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

COHR

Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

ADTN

ALAB

AMAT

ASML

ATGL

BBAI

CAMT

CIEN

CIFR

FLEX

KLAC

NVMI

SMTC

TWLO

Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

Arista Networks shares are trading higher after UBS upgraded its rating on the stock from neutral to buy and its price target from $112 to $115.

Press Releases

CloudVision Delivers Modern Network Operating Model Across the Enterprise

Comments

Arista Networks

Unusual Options Activity for

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벤징가 글로벌

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:30 AMFeb 19, 2025	CALL	$122.50	Jan 15, 2027	651	306	300	131	234	SWEEP	BULLISH
01:11 PMFeb 18, 2025	PUT	$110.00	Jun 20, 2025	77	731	650	26	2846	TRADE	NEUTRAL