ANET Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ANET. 4 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 106 sales, a net selling of $284.2M. The largest was Ullal Jayshree (director, officer: CEO and Chairperson) selling $43.9M. The stock gained 40.7% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | TEMPLETON MARK Bdirector | Grant | 2,153 | — |
| Jun 2, 2026 | Wassenaar Yvonnedirector | Grant | 2,153 | — |
| Jun 2, 2026 | Scheinman Danieldirector | Grant | 2,153 | — |
| Jun 2, 2026 | Lavender Robert Gdirector | Grant | 2,153 | — |
| Jun 2, 2026 | Battles Kelly Bodnardirector | Grant | 2,153 | — |
| Jun 2, 2026 | CHEW LEWISdirector | Grant | 2,153 | — |
| Jun 2, 2026 | Giancarlo Charles Hdirector | Grant | 2,153 | — |
| May 28, 2026 | BECHTOLSHEIM ANDREAS10 percent owner | Sell | 36,494 | $159.30 |
| May 28, 2026 | BECHTOLSHEIM ANDREAS10 percent owner | Sell | 34,960 | $156.49 |
| May 28, 2026 | BECHTOLSHEIM ANDREAS10 percent owner | Sell | 47,035 | $158.49 |
| May 28, 2026 | BECHTOLSHEIM ANDREAS10 percent owner | Sell | 1,185 | $160.01 |
| May 28, 2026 | Ullal Jayshreedirector, officer: CEO and Chairperson | Sell | 3,794 | $155.48 |
| May 28, 2026 | BECHTOLSHEIM ANDREAS10 percent owner | Sell | 55,818 | $155.35 |
| May 28, 2026 | Breithaupt Chantelle Yvetteofficer: Senior Vice President, CFO | Sell | 2,448 | $157.00 |
| May 28, 2026 | Ullal Jayshreedirector, officer: CEO and Chairperson | Sell | 100 | $157.30 |
Source: ANET SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
Research
AI Chip Export Controls Delayed: 5 Stocks — NVDA, AMD, MSFT — Get Relief
Bureaucratic delays in Trump's AI chip export controls provide relief to U.S. AI infrastructure firms, enabling focus on domestic growth. NVDA, AMD, SMCI, ANET, and MSFT stand to benefit most, ranked by conviction with financials highlighting growth and valuations. Policy risks remain, but near-term tailwinds favor hardware leaders.
NVDAAMDSMCIAI Capex Super-Cycle: Ranking the Top 10 Infrastructure Beneficiaries by Order Book Strength
The AI infrastructure capex super-cycle is channeling $200B+ in hyperscaler spending into data centers, power, networking, and cooling. Arista Networks and Vertiv lead the ranking with the strongest order book visibility, while Amphenol offers the best growth-to-valuation ratio and Dell provides deep value at 12.8x forward earnings.
VRTAPHDELLWhere does the $200B+ AI infrastructure spend concentrate: chips, networking, power, or cooling?
The $200B+ AI infrastructure buildout concentrates most heavily in compute (NVIDIA), with networking (Arista), power/cooling (Vertiv), servers (Dell), and optical interconnects (Coherent) capturing progressively smaller but fast-growing shares. NVIDIA and Arista offer the highest-conviction exposure, Dell the best value, and Vertiv and Coherent the most explosive but riskiest upside.
NVDAVRTDELLWhich picks-and-shovels names have the highest AI revenue concentration heading into 2027?
Astera Labs leads the group with near-100% AI revenue concentration, followed by Arista Networks at ~30% and rising. Vertiv, Coherent, and Modine offer varying degrees of AI exposure at more moderate valuations, with Modine's pending divestiture set to sharpen its data center focus heading into 2027.
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