Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 2
2 of 4
recent quarters where reported EPS beat consensus
earnings history+6.01%
median EPS surprise across the recent reported quarters
earnings historythe bear case· 4
26.00%
of revenue from the largest disclosed customer
10-Kfiled Feb 17 '2612 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−2.84%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '2681
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 3 '26 report. Not a forecast, not advice.
Of the 6 companies Arista Networks, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3576, Computer Communications Equipment, from each company's own filings. Largest first.
2,252 managers report a position worth $155.1B between them, and 81 of them hold 80% of it.
tall tick = annual report · 2 on record
Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
ANET (Arista Networks, Inc.) has 5 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Arista Networks, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Computer Communications Equipment
High 199.73 at 11:45 am ET, low 194.84 at 4:00 am ET.