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ANET

Arista Networks Inc

BUY Analysis generated 2026-11-14 Market data as of 2026-11-13 Market data 2 days old USD 197.29 Technology - Computer HardwareAWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 197.29
Buy <=wait / entry
USD 148.82
Trim >=take some off
USD 217.41
Thesis breakA disclosed interruption to Broadcom switching-chip supplies that materially pre...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Rack-scale AI fabric portfolio announcement with partnerships including Meta, Microsoft, AMD, Qualcomm, Broadcom for open Ethernet scale-up/scale-out infrastructure
  • Q2 2026 earnings beat (EPS $1.02 vs $0.89 est, revenue $3.04B vs $2.83B est) with 37.7% YoY growth
  • Upcoming Q3 2026 earnings on Nov 3, 2026 with analyst EPS est $1.06
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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