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ANET

Arista Networks Inc

SPECULATIVE BUY 2026-08-01 Updated today USD 180.35 Technology - Computer HardwareAWAIT ENTRY
45

Position levels

Currenttoday
USD 180.35
Buy <=wait / entry
USD 155.00
Trim >=take some off
USD 195.00
Thesis breakA named hyperscaler materially reduces orders or shifts fabric architecture away...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case9%100 / 1009.0
Base case51%62 / 10031.6
Bear case40%10 / 1004.0
Weighted conviction45 / 100 - SPECULATIVE BUY

Top risks

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