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ANET

Arista Networks Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 188.67 Technology - Computer HardwareAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 188.67
Buy <=wait / entry
USD 160.33
Trim >=take some off
USD 205.00
Thesis breakA named hyperscaler publicly cutting or pausing Arista orders, fiscal 2026 reven...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Raised full-year 2026 revenue growth outlook to 27.7% targeting approximately $11.5 billion
  • Launch of 1.6Terabit portfolio including Arista 7060XE7 Series for AI fabrics
  • Introduction of AI-Driven Zero Trust Branch for enterprise SD-WAN
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.