在Q3收入和收入强劲增长之后,对冲基金提高了对Arista网络的股权。 Hedge funds boosted stakes in Arista Networks after strong Q3 earnings and revenue growth.

Wedge Capital Management、Trust Point 和 Perpetual Ltd 在 2025 年第三季度收购或调整了 Arista Networks 的股份，此前 11 月 4 日的盈利强劲，每股收益为 0.75 美元，收入达到 23.1 亿美元，同比增长 27.5%。 Wedge Capital Management, Trust Point, and Perpetual Ltd acquired or adjusted stakes in Arista Networks during Q3 2025, following strong earnings on November 4 with $0.75 EPS and $2.31 billion in revenue, up 27.5% year-over-year. 该公司价值为1 653.3亿美元,报告净利润为39.73%,股本回报率为30.28%,分析师维持“机动购买”共识,平均价格目标为163.36美元。 The company, valued at $165.33 billion, reported a 39.73% net margin and 30.28% return on equity, with analysts maintaining a "Moderate Buy" consensus and an average price target of $163.56. 机构所有权仍然高居82.47%,90天内内幕出售总额接近2 860万美元。 Institutional ownership remains high at 82.47%, while insider selling totaled nearly $28.6 million in 90 days.