Arista Networks, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Arista Networks, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
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.
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.
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 17 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 17 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
+3.57%
vs ±8.8% implied · ×0.40
shaded = implied · ▲▼ = realized
Same SIC code · 6
Same SEC industry code: Cisco Systems, Inc., F5, Inc., Extreme Networks Inc and 3 more; of Arista Networks, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Cisco Systems, Inc., F5, Inc., Extreme Networks Inc and 3 more; of Arista Networks, Inc.'s 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $15.5B | 9.92% | −0.57% |
| Vanguardindex-like | $11.7B | 7.45% | +0.61% |
| State Streetindex-like | $8.2B | 5.23% | +3.00% |
| FMR | $8.0B | 5.14% | −9.48% |
| Geodeindex-like | $4.7B | 2.98% | +1.02% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $15.5B | 9.92% | −0.57% |
| Vanguardindex-like | $11.7B | 7.45% | +0.61% |
| State Streetindex-like | $8.2B | 5.23% | +3.00% |
| FMR | $8.0B | 5.14% | −9.48% |
| Geodeindex-like | $4.7B | 2.98% | +1.02% |
Bull0
—
Bear2
Tall tick = annual report · Source: EDGAR
Expected move
Inputs8Q avg ±8.3%·×0.94·fair
straddle ±8.9%
spot 168.86exp Nov 6ATM strike 170ATM straddle 17.72IV 94%
Arista Networks, Inc.
168.76
−15.46 · −8.39%
post 169.66 +0.53%