ANET
Arista NetworksCNYSE / Technology Hardware & Equipment
Last Price
At close
2026-07-18
Current thesis
The primary-source read is fundamentally constructive: Q1 growth re-accelerated, Q2 guidance moved higher, cash generation was very strong, and backlog-style obligations remain sizable [#8-K-2026-05-05] [#10-Q-2026-05-06]. If the post-earnings drop was mostly multiple compression rather than a demand break, the setup can improve into the next print.
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +18.6.
What can break
Analyst post-print revision visibility is limited in the packet, so confidence in the durability of the initial market read should stay moderate rather than high.
Momentum
81
Value
50
Sentiment
37
Setup hits (3d)
— · Net —
AI TargetsBase $155.00 · Bull $172.00 · Bear $118.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net —
Target $192.10
Why
Momentum81 · Δ7d +18.6
Value50 · Δ7d +0.5
Sentiment37 · Δ7d +6.2
So what
Balanced signals. Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
81
26% active weight
Current posture
7d trendImproving
Δ7d
+18.6
Δ21d
+33.8
Value
50
39% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
-1.3
Sentiment
37
34% active weight
Current posture
7d trendImproving
Δ7d
+6.2
Δ21d
-7.7
Why this grade
Composite grade C. Momentum 81.2 / Value 49.6 / Sentiment 37.1
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$212.31B
Beta
1.42
Shares Out
1.26B
P/E (TTM)
52.2
P/S (TTM)
20.45
P/FCF (TTM)
42.70
Rev YoY
+35.1%
EPS YoY
+26.2%
Gross Margin
+63.5%
Op Margin
+42.9%
Net Debt
-$10.74B
Current Ratio
2.83
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology