ANETArista Networks
$199.59+5.61%Real quote · delayedData-center switchingHardware & networking · 9 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $9.0B · latest quarter up 37.7% YoY · profitable (FY net income $3.5B) · short activity above its recent average — bears adding.
FY revenue
$9.0B
2025-12
Latest Q YoY
+37.7%
Gross margin
64.1%
FY net income
$3.5B
Diluted EPS
$2.79
Short volume
62.8%
20d avg 52.6% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 70/100Nasdaq analyst consensus · the pre-news baseline
- 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%
- Sep 2025$0.67 vs $0.65+3.08%
The takeaway
This company habitually beats by +10.8% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
🧭 +5.6% today with no fresh news · why?
- 📊 Market+1.8%S&P +0.9% × beta 2.1
- 💸 Money flowMFI 63 · net inflow · volume 0.9× average
- 🧩 PeersCSCO +4.4%NVDA 0%AVGO +0.3%VRT +3.6%DELL +12%4 peers moved the same way today, averaging +4.1% — this is a sector move, not a single-stock event.
- 🕰️ Old news, still digesting▲ Nvidia surges as Microsoft and Meta lift AI capestructural impact active, ~3 days left
- 🕰️ Old news, still digesting▲ Nvidia Raises Full-Year Guidance on Record Data structural impact active, ~3 days left
Educational decomposition · not investment advice
What's moving this stock lately
9 direct · 7 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
- #1▲1.86%DirectSundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Was That an Overreaction That Investors Should Buy Into?15d ago
A core supplier of high-speed networking for AI data centers, Arista gains from higher capex on switching demand.
Also named: GOOGL · GOOG · MSFT · AMZN · AVGO · NVDA
The reporting company; 37.7% revenue growth affirms AI-networking demand, but with a ~10.8% average beat already priced in, upside is capped unless this print materially exceeds it.
Also named: CSCO · AVGO · MRVL · COHR
- #3▲1.03%DirectArista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging8d ago
The 42% gain and beat are largely priced in; the latest +3.08% beat is well below its +10.8% average, leaving little incremental room from here
Also named: CSCO · HPE · AVGO · MRVL
Arista shares the same AI data-center buildout growth logic as MRVL, moving in sentiment tandem though the two overlap competitively in some interconnect product lines.
Also named: MRVL · AVGO · 2330.TW
Listed as an AI capex beneficiary, but the accelerating cloud capex trend is already widely recognized by the market, offering little incremental information
Also named: NVDA · TSM · CSCO · VRT · ETN
- #6▲0.6%2nd-orderBroadcom Earnings: AI Chip Sales Tripled. Here's the $34.8 Billion Number Investors Need to Watch.10d ago
A heavy user of Broadcom's Tomahawk/Jericho switch silicon, benefiting directly from strong AI networking demand for its datacenter switches.
Also named: AVGO · MRVL · NVDA · TSM
The subject of the filing; fundamentals confirm strong growth and margins, but a routine 10-Q offers limited surprise and upside from here.
Also named: CSCO · AVGO
Arista's high-speed switches are core to AI data-center fabric buildouts, so government AI cluster expansion supports order expectations
Also named: NVDA · AVGO · TSM · DLR · EQIX · VRT
Named as a high-ROE recommended pick, boosting attention without new fundamental data
Also named: MU · JNPR · WDC · IT · FORR · ALL
- #10▲0.45%2nd-orderAnthropic signs $35 billion cloud deal with Nvidia-backed Lambda, source says12d ago
GPU fabrics need high-speed Ethernet, supporting demand for Arista's data-center switches.
Also named: NVDA · AMD · TSM · MU · VRT
The rest, archived by time · 6
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📜 Call history (newest first
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