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Arista NetworksF
NYSE / Technology Hardware & Equipment
Last Price
At close
2026-06-02
View Chart
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
Defensive
Lead driver
Value
What changed
8 setup hits (3d) with net bullish as of 2026-06-02.
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
24
Value
50
Sentiment
42
Setup hits (3d)
8 · Net Bullish
AI TargetsBase $155.00 · Bull $172.00 · Bear $118.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Bullish
Target $181.08
Why
Momentum24 · Δ7d +12.1
Value50 · Δ7d -0.6
Sentiment42 · Δ7d -6.9
So what
Weak posture (Net Bullish). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
24
34% active weight
Current posture
7d trendImproving
Δ7d
+12.1
Δ21d
-24.6
Value
50
32% active weight
Current posture
7d trendFlat
Δ7d
-0.6
Δ21d
-1.6
Sentiment
42
33% active weight
Current posture
7d trendSoftening
Δ7d
-6.9
Δ21d
-14.7
Why this grade

Composite grade F. Momentum 23.6 / Value 49.5 / Sentiment 42.4

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$214.92B
Beta
1.42
Shares Out
1.26B
P/E (TTM)
52.2
P/S (TTM)
20.45
P/FCF (TTM)
42.70
Rev YoY
+27.5%
EPS YoY
+14.5%
Gross Margin
+64.3%
Op Margin
+42.9%
Net Debt
-$8.3B
Current Ratio
3.25
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology