China Universal Asset Management Co. Ltd. bought a new stake in shares of Arista Networks, Inc. (NYSE: ANET) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,500 shares of the technology company's stock, valued at approximately $801,000.

Cisco Systems CSCO shares have returned 17.2% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector, as well as close peers, Hewlett Packard Enterprise HPE and Arista Networks ANET, driven by an aggressive AI push and expanding networking portfolio. While the broader sector has appreciated 11.7%, shares of Arista Networks climbed 3.9%.

Here is how Arista Networks (ANET) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.

Factory Mutual Insurance Co. cut its stake in Arista Networks, Inc. (NYSE: ANET) by 8.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 153,020 shares of the technology company's stock after selling 13,500 shares during the quarter. Factory Mutual Insurance

Axxcess Wealth Management LLC cut its stake in shares of Arista Networks, Inc. (NYSE: ANET) by 24.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,805 shares of the technology company's stock after selling 4,719 shares during the quarter. Axxcess Wealth Management

ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.

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ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.

Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.

Arista Networks expects significant improvement in artificial intelligence (AI) networking revenues in 2026. The company expects campus and branch networking to be another significant growth engine.