ANETArista Networks
$197.05-4.64%Delayed market dataData-center switchingHardware & networking · 12 peers →Key levels and trade conditions
Delayed quotes · Technical conditionsShowing the near-term range, based on the latest 5 completed sessions and updated after each close.
Hold and monitor; no addition yet
Signals require closing-price and volume confirmation; review the company research below before acting.
When does defense take priority?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close below $167.00 → consider reducing
When to consider adding?
Close beyond this level with session volume ≥ 1.5× the previous 20 completed sessions’ average.
Confirmed close above $207.17 → consider a staged addition
01Newstock overall assessment
The conclusion first, followed by the evidence that matters most.
Watch — await combined confirmation. An entry assessment has not yet been established.
02What happened recently
Company events, industry developments and market conditions — facts separated from possible explanations.
US 10Y yield 5.14%2026-11-13T18:40:14.000Z
VIX 19.472026-11-13T18:40:16.000Z
Dollar index 103.382026-11-13T18:45:17.000Z
Market and sector reference
ANET -4.64% · SPY -0.51% · Peer average -5.10% (AAOI, AAPL, COHR, CSCO, DELL, HPE)
2026-11-13T18:56:44.000Z · Yahoo · Aligned-session reference, not a causal attribution.
Related news and impact paths
Recent news related to this stock
25 direct · 96 2nd-order · 0 thematicRanked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.
- #1Impact5.6%FavorableDirectThe Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia's InfiniBand Monopoly18d ago
Arista is the direct beneficiary of the Ethernet substitution path; continued displacement of InfiniBand in AI clusters would lift switch and software shipments and support data-center revenue growth.
Also named: AVGO · NVDA · MSFT · AMZN · GOOGL · MRVL
- #2Impact4.5%FavorableDirectJim Cramer Calls Big Tech ‘Millstones' and Names the ‘New Techs' Taking Over9d ago
Arista benefits from AI data-center switch demand, and the headline reinforces the view that hyperscale capex is still flowing toward the networking layer.
Also named: A · WAT · AMD · NVDA · MSFT · AAPL
- #3Impact4.6%FavorableDirectBig Tech's AI bill meets a 'Big Cash Burn' issue: are investors' fears justified?13d ago
Hyperscale AI clusters increase demand for high-speed switching and network upgrades, and Arista is one of the core suppliers in cloud data-center networking.
Also named: GOOG · GOOGL · AMZN · META · NVDA · AMD
Arista is a leader in data-center switching, and AI cluster buildouts directly translate into incremental demand for high-end networking gear.
Also named: NVDA · SMCI · DELL · HPE · AMAT · LRCX
- #5Impact4.5%Favorable2nd-orderOracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates16d ago
Rising demand for high-bandwidth switching in hyperscale AI clusters directly supports Arista's datacenter switch shipments.
Also named: ORCL · MSFT · AMZN · NVDA · AVGO · AMD
Hyperscalers typically expand high-end Ethernet switching alongside data center buildouts, directly benefiting Arista's data center switching business.
Also named: NVDA · SMCI · DELL · AVGO · CIEN · ETN
- #7Impact4.2%FavorableDirectMeta Q3: Non-Recurring Charge Hit GAAP Earnings, Q4 Capex Will Jump Sharply19d ago
Large AI data-center buildouts materially increase demand for high-speed switches and networking gear, and Arista’s hyperscale exposure makes it a direct beneficiary.
Also named: META · GOOGL · SNAP · PINS · NVDA · AMD
Hyperscale data-center expansion drives purchases of high-bandwidth switches and Ethernet gear, and Arista is a core networking supplier to cloud operators.
Also named: NVDA · CSCO · SMCI · AMAT · LRCX · ASML
- #9Impact3%Favorable2nd-orderMicrosoft and Amazon combine for a $400 billion market-cap boost — and these factors show why9d ago
Hyperscaler expansion raises demand for high-speed switches and data-center networking gear.
Also named: MSFT · AMZN · ORCL · NVDA · AMD · AVGO
- #10Impact3.8%FavorableDirectMicrosoft's $50 Billion Gamble: Can Microsoft's Azure Growth Justify Its Exploding AI Budget?20d ago
Large-scale AI clusters require high-speed Ethernet switching, and Microsoft’s expansion typically flows through to datacenter network upgrades.
Also named: MSFT · AMZN · GOOGL · ORCL · NVDA · SMCI
The rest, archived by time · 111
03Is the company worth considering?
Business quality, financials, valuation and analyst disagreements.
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $9.0B · latest quarter up 58.5% YoY · reported FY net income of $3.5B · short-sale volume share below its recent available-day average.
FY revenue
$9.0B
2025-12
Latest Q YoY
+58.5%
Gross margin
64.1%
FY net income
$3.5B
Diluted EPS
$2.79
Short-sale volume share
22.7%
2026-11-05 · Recent available-day avg 34.2% · below recent average
Short-sale volume as a share of trades covered by the FINRA file, not all market trading or outstanding short positions. Changes do not establish that short sellers are adding or covering positions.
Historical results versus analyst expectations
🎯 Market expectations
Estimate context score Medium · 69/100Nasdaq analyst consensus · currently available data
- Sep 2026$1.11 vs $0.99+12.12%
- Jun 2026$0.95 vs $0.80+18.75%
- Mar 2026$0.80 vs $0.72+11.11%
- Dec 2025$0.74 vs $0.67+10.45%
The takeaway
EPS exceeded the corresponding consensus estimates by an average of 13.1% in the quarters shown. This is not a hurdle for the next report or a forecast of the stock's reaction. Analysts made 9 upward revisions over the past four weeks.
Analyst estimates, not our forecast · not investment advice
Analyst consensus and disagreement
Target-price summary $220.00–$291.00 · Consensus $251.62
Buy / hold / sell 14 / 0 / 0
Nasdaq · Retrieved 2026-11-13T19:00:09.447Z · The aggregate does not provide individual report dates or original theses. It does not establish undervaluation; no analyst rationale is inferred. Targets are not guaranteed outcomes.
Next-quarter EPS estimate (Dec 2026) $1.19 · $1.11–$1.28 · 9 analysts
Four-week estimate revisions: up / down 9 / 0
Estimate dispersion 14.3%
Nasdaq EPS forecasts · retrieved 2026-11-13T19:00:07.300Z04Is now a good time?
Trend, moving averages, volume and key price levels — not the decline alone.
Technical structure · Mixed structure
MA5 $189.06
MA10 $178.59
MA20 $179.50
MA60 $192.70
Last completed-session close $206.63 (+5.06%) · Volume / prior 20-session average 1.14×
Prior 20-session range $158.35–$199.46 · MA20 change over five sessions -1.85% · CMF20 -0.15
Confirmation to watch: a close above $199.46 with volume at least 1.5× the prior 20-session average. A heavy-volume break below $158.35 weakens the setup.
Completed daily candles only. Daily OHLCV cannot establish accumulation, shakeout or manipulation intent; CMF is a price/volume proxy, not actual fund flows. Thresholds are research rules, not validated success probabilities. Yahoo · 2026-11-12
Price and news
Historical prices and volume. Drag to pan; scroll to zoom.
Related news
05What would change our assessment?
Conditions for reconsidering entry and developments that invalidate the thesis.
Complete the company and technical cross-check before defining entry and invalidation conditions.
Additional risk evidence and model detail
Market View
Crowding
Risk temperature
Tail risk
Triggers
Price and volume
Insider signals
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