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Bedell Frazier Investment Counselling LLC Invests $8.06 Million in Arista Networks, Inc. $ANET
Bedell Frazier Investment Counselling LLC has invested $8.06 million in Arista Networks ($ANET) by acquiring 55,342 shares, making it their 20th largest holding. Arista Networks recently reported strong Q4 results, beating expectations and raising its AI revenue guidance for FY-2026, leading to several analyst target price upgrades. Despite positive fundamentals and high institutional ownership, significant insider selling has introduced potential near-term volatility.