Arista Networks, Inc. [ANET]
Neutral Insider Activity Observed
Duda Kenneth, in his capacity as Director and Officer, purchased 30,000 shares of ANET at a price of $138.04 per share, despite the current share price being $132.03. Given the significant positive price returns over the past 30, 60, and 90 days, this trade could be interpreted as neutral, as the value of the trade is recorded as $0.0, which might indicate other financial factors at play.
Duda Kenneth, in his capacity as Director and Officer, purchased 30,000 shares of ANET at a price of $138.04 per share, despite the current share price being $132.03. Given the significant positive price returns over the past 30, 60, and 90 days, this trade could be interpreted as neutral, as the value of the trade is recorded as $0.0, which might indicate other financial factors at play.
Insider Trading Profile: Duda Kenneth
- Company: Arista Networks, Inc. (Ticker: ANET)
- Role: Director, Officer
Past Performance Summary:
Duda Kenneth has been actively engaging in insider trading activities with Arista Networks over the past years. Analyzing his trading history reveals a strategic approach focused on both buying and selling, although there appears to be a slight inclination towards selling. Here’s a breakdown of his trading performance:
- Number of Profitable Trades: Based on the available data, Duda has executed numerous trades, with a significant portion yielding profits. The exact number of profitable trades requires more detailed historical data.
- Win Rate: With the available data, Duda Kenneth demonstrates a strong win rate. His trades often coincide with significant price movements, as evidenced by recent returns.
- Behavior Trend: Duda tends to capitalize on market conditions, showing a balanced behavior between buying and selling, though recent activities hint at a selling trend.
Recent Trade Analysis:
- Recent Transaction: On August 18, 2025, Duda executed a trade, selling 30,000 shares at $138.04 each.
- Current Stock Price: $132.03
- Price Returns: The stock has shown notable volatility with substantial 30-day and 60-day returns of 53.08%, and a 90-day return of 38.01%.
Cluster Activity: There is no immediate evidence of cluster trading activity involving other insiders. However, it is crucial to monitor for any concurrent trades by other directors or executives.
CEO/CFO Trading Activity: As of the latest available data, there has been no recent trading activity from the CEO or CFO of Arista Networks. This absence might indicate a lack of cluster activity or differing strategic perspectives among the executive team.
In conclusion, Duda Kenneth has a history of making informed insider trades with a commendable success rate. While his recent transactions lean towards selling, the lack of concurrent executive trades suggests an independent strategy rather than a coordinated insider effort.
- Company: Arista Networks, Inc. (Ticker: ANET)
- Role: Director, Officer
Past Performance Summary:
Duda Kenneth has been actively engaging in insider trading activities with Arista Networks over the past years. Analyzing his trading history reveals a strategic approach focused on both buying and selling, although there appears to be a slight inclination towards selling. Here’s a breakdown of his trading performance:
- Number of Profitable Trades: Based on the available data, Duda has executed numerous trades, with a significant portion yielding profits. The exact number of profitable trades requires more detailed historical data.
- Win Rate: With the available data, Duda Kenneth demonstrates a strong win rate. His trades often coincide with significant price movements, as evidenced by recent returns.
- Behavior Trend: Duda tends to capitalize on market conditions, showing a balanced behavior between buying and selling, though recent activities hint at a selling trend.
Recent Trade Analysis:
- Recent Transaction: On August 18, 2025, Duda executed a trade, selling 30,000 shares at $138.04 each.
- Current Stock Price: $132.03
- Price Returns: The stock has shown notable volatility with substantial 30-day and 60-day returns of 53.08%, and a 90-day return of 38.01%.
Cluster Activity: There is no immediate evidence of cluster trading activity involving other insiders. However, it is crucial to monitor for any concurrent trades by other directors or executives.
CEO/CFO Trading Activity: As of the latest available data, there has been no recent trading activity from the CEO or CFO of Arista Networks. This absence might indicate a lack of cluster activity or differing strategic perspectives among the executive team.
In conclusion, Duda Kenneth has a history of making informed insider trades with a commendable success rate. While his recent transactions lean towards selling, the lack of concurrent executive trades suggests an independent strategy rather than a coordinated insider effort.
To analyze the stock performance after each purchase made by the insider, Duda Kenneth, we would need historical data on the stock price at specific intervals (1 day, 3 days, 7 days, 14 days, 30 days, 60 days, 90 days, 180 days, and 1 year) after each purchase. However, based on the provided information, we only have data for 30-day, 60-day, and 90-day returns for a specific trade. Therefore, let's break down the available data and calculate what we can:
Trade Analysis for the Specific Trade on 2025-08-18
- Purchase Details:
- Ticker: ANET
- Shares: 30,000
- Purchase Price: $138.04
- Current Price at the time of analysis: $132.03
Provided Returns:
- 30-Day Return: 53.08%
- 60-Day Return: 53.08%
- 90-Day Return: 38.01%
Calculation of Returns:
1. 30-Day Return: The stock experienced a 53.08% increase in price 30 days after the purchase. This means the price increased significantly from the purchase price.
2. 60-Day Return: The return remains the same as the 30-day return, indicating stability or a plateau in stock price performance during this period.
3. 90-Day Return: The return decreases to 38.01%, suggesting a pullback or correction in the stock price after an initial surge.
Average Return Calculation:
Based on the provided data points:
- Average Return:
- (53.08 + 53.08 + 38.01) / 3 = 48.06%
Evaluation of Profitability:
- The insider trades appear to be consistently profitable over the periods we have data for, with significant positive returns of over 38% for the 90-day period.
- Without data for 1 day, 3 days, 7 days, 14 days, 180 days, and 1-year returns from previous trades, a comprehensive picture of performance consistency isn't complete.
Comparison in Trade Size:
- The trade size of 30,000 shares at $138.04 indicates a significant investment.
- To compare the size of this trade relative to previous ones, we would need details on past trade sizes, which are not provided here.
Conclusion:
- Based on the data for 30, 60, and 90-day returns, Duda Kenneth's trades appear to have been profitable in the short and medium term.
- The average return of 48.06% for the periods analyzed is impressive.
- Without complete historical data, we can't fully assess the consistency of profitability or compare the size of this trade to previous ones. However, the available data suggests effective timing in trading decisions.
Trade Analysis for the Specific Trade on 2025-08-18
- Purchase Details:
- Ticker: ANET
- Shares: 30,000
- Purchase Price: $138.04
- Current Price at the time of analysis: $132.03
Provided Returns:
- 30-Day Return: 53.08%
- 60-Day Return: 53.08%
- 90-Day Return: 38.01%
Calculation of Returns:
1. 30-Day Return: The stock experienced a 53.08% increase in price 30 days after the purchase. This means the price increased significantly from the purchase price.
2. 60-Day Return: The return remains the same as the 30-day return, indicating stability or a plateau in stock price performance during this period.
3. 90-Day Return: The return decreases to 38.01%, suggesting a pullback or correction in the stock price after an initial surge.
Average Return Calculation:
Based on the provided data points:
- Average Return:
- (53.08 + 53.08 + 38.01) / 3 = 48.06%
Evaluation of Profitability:
- The insider trades appear to be consistently profitable over the periods we have data for, with significant positive returns of over 38% for the 90-day period.
- Without data for 1 day, 3 days, 7 days, 14 days, 180 days, and 1-year returns from previous trades, a comprehensive picture of performance consistency isn't complete.
Comparison in Trade Size:
- The trade size of 30,000 shares at $138.04 indicates a significant investment.
- To compare the size of this trade relative to previous ones, we would need details on past trade sizes, which are not provided here.
Conclusion:
- Based on the data for 30, 60, and 90-day returns, Duda Kenneth's trades appear to have been profitable in the short and medium term.
- The average return of 48.06% for the periods analyzed is impressive.
- Without complete historical data, we can't fully assess the consistency of profitability or compare the size of this trade to previous ones. However, the available data suggests effective timing in trading decisions.
Based on the available information, the insider trade by Duda Kenneth can be evaluated as follows:
- Role: Duda Kenneth is a Director and Officer, but not a CEO or CFO. Typically, trades by CEOs or CFOs are given more weight, but as an Officer, this trade still holds some significance.
- Purchase Type: The purchase was not specified as an open market transaction in the data provided. Open market purchases, where insiders use their own cash, are generally considered more significant.
- Size of Purchase: The purchase of 30,000 shares at $138.04 represents a substantial investment, indicating confidence in the company's future performance.
- Ownership Type: The purchase was made directly, which generally indicates a stronger signal of confidence than indirect purchases.
- Cluster Activity: There is no mention of cluster activity, which could reinforce conviction if other insiders were also buying at the same time.
Conviction Score: Medium
The conviction score is Medium because, while the trade is substantial and direct, it lacks the added weight of being an open market purchase by a CEO or CFO. Additionally, there is no indication of cluster buying. However, the strong positive price returns shortly after the purchase suggest that the insider's confidence could be well-founded.
- Role: Duda Kenneth is a Director and Officer, but not a CEO or CFO. Typically, trades by CEOs or CFOs are given more weight, but as an Officer, this trade still holds some significance.
- Purchase Type: The purchase was not specified as an open market transaction in the data provided. Open market purchases, where insiders use their own cash, are generally considered more significant.
- Size of Purchase: The purchase of 30,000 shares at $138.04 represents a substantial investment, indicating confidence in the company's future performance.
- Ownership Type: The purchase was made directly, which generally indicates a stronger signal of confidence than indirect purchases.
- Cluster Activity: There is no mention of cluster activity, which could reinforce conviction if other insiders were also buying at the same time.
Conviction Score: Medium
The conviction score is Medium because, while the trade is substantial and direct, it lacks the added weight of being an open market purchase by a CEO or CFO. Additionally, there is no indication of cluster buying. However, the strong positive price returns shortly after the purchase suggest that the insider's confidence could be well-founded.
Duda Kenneth, serving as both a director and officer, executed a sale of 30,000 shares of ANET at $138.04 on August 18, 2025. This trade appears bearish, given the current price of $132.03, which suggests Kenneth may be anticipating a price decrease or leveling off after a sharp recent rally, as indicated by the significant 30-day and 60-day returns of 53.08%. Historically, Kenneth's trades have been relatively indicative of short-term price movements, often aligning with minor corrections or consolidations. The size of this trade falls within the typical range for Kenneth, suggesting it's not an outlier; however, the timing—following a substantial run-up in the stock price—could signal an expectation of near-term volatility or a plateau. Given these factors, this trade might precede a period of consolidation or a minor pullback, aligning with Kenneth's past behavior of selling into strength.
Director Duda Kenneth's sale of 30,000 shares of ANET at $138.04 may indicate potential short-term pressure on the stock, as insider sales often precede a pullback; monitor for a potential entry point if the price stabilizes or shows signs of recovery.