A remarkable 48% surge in Arista Networks’ stock price over the past year has propelled CEO Jayshree Ullal’s wealth to an estimated $6.4 billion, according to Forbes’ real-time billionaire rankings. As president and chairperson of the cloud networking giant since 2008, Ullal owns approximately 3% of Arista’s shares, with some designated for her two children, niece, and nephew, per Forbes. The company’s market capitalization has soared to $151 billion, fueled by robust demand for its AI-driven networking solutions, as reported by Bloomberg. This milestone underscores Ullal’s pivotal role in transforming Arista from a startup to an S&P 500 powerhouse.
Under Ullal’s leadership, Arista recorded $7 billion in revenue in 2024, a nearly 20% increase from the previous year, per Forbes. The company’s stock opened at $122.21 on August 5, 2025, with a 12-month high of $133.57, reflecting strong market confidence, according to MarketBeat. “Arista’s financial health is great,” noted an Investing.com analysis, citing a 22.3% revenue growth over the past 12 months. Ullal’s strategic focus on AI and cloud networking, including the recent acquisition of VeloCloud SD-WAN from Broadcom, has bolstered Arista’s enterprise offerings, such as Wi-Fi 7 access points and compact PoE switches, per Investing.com.
Recent stock sales by Ullal have drawn attention. On July 31, 2025, she sold 880,180 shares at an average price of $124.79, totaling $109.8 million, reducing her ownership by 12.9%, per Ticker Report. Other transactions included 588,000 shares sold on July 29 at $119.15, valued at $70 million, and 60,698 shares on July 25 at $115.02, worth $7 million, according to MarketBeat. After these sales, Ullal directly holds 5,944,405 shares, valued at approximately $741.8 million, with additional shares in family trusts, per TradingView. “The sales were part of a pre-arranged Rule 10b5-1 trading plan,” an SEC filing noted, ensuring compliance with insider trading regulations.
Key highlights of Arista’s performance include:
- Stock Growth: Up 48% in a year, with a market cap of $151 billion.
- Revenue Surge: $7 billion in 2024, a 20% increase year-over-year.
- AI Expansion: New AI-driven products strengthen Arista’s enterprise networking.
Analysts remain optimistic, with Citi raising its price target to $123 and Erste Group upgrading Arista to a Buy rating, citing its leadership in AI networking, per Investing.com. Ullal, a former Cisco executive with 40 years of tech experience, continues to drive Arista’s innovation, earning accolades like the 2023 Global Indian of the Year by The Economic Times. Her wealth growth reflects Arista’s success in meeting the rising demand for cloud and AI solutions in 2025.
