Arista Networks CEO sold shares, then praised a record quarter 27 days later
As seen on the 24/7 Wall St. homepage on November 3, 2026.
Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations.
Ullal sold shares on October 8, then stood up 27 days later to call the quarter record-setting on both growth and profitability. The sale landed before the numbers were public, so the words and the trade point in opposite directions. Worth tracking whether more Form 4s follow at these levels.
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Jayshree Ullal filed a Form 4 on October 8 disclosing a sale of Arista Networks shares before quarterly results were public, then 27 days later called those results "the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations."
Pre-scheduled 10b5-1 plans can produce sales independent of a CEO's private outlook, but the gap between the trade and that language is wide enough that investors notice.
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Ullal said results surpassed even her own high expectations, a high bar for what the company was projecting internally.
Whether additional Form 4 filings appear at current levels is the clearest near-term signal to track.
Sources
Mentioned: ANET