Arista Networks Inc. (ANET) — RQD Stock Rating Cockpit

$184.22 -1.34% NYSE • Public Delayed / 60s Snapshot

Arista Networks Inc. (ANET) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $232.34B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510067
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk C+
Cash (18)Whales (10)SEC (13)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4% Base Target
$228 Bull$192 Base$150 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:52% Call Buyers ($21.8M)
48% PutsMax Pain: $181.00
RSI-14 MOMENTUMNEUTRAL RANGE
35.730 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
22.17>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
9 / 99-Pt Accounting
52-WEEK LASER RANGE68% OF RANGE
L: $115$184.22H: $217
1. Money & Cash Health● HEALTHY
Are profits real cash in the bank?

Real cash coming in backs up reported profits (64% profit margin and healthy balance-sheet cushion).

Factor Grade: ARQD 18 / 20
2. Big Money & Insiders● NEUTRAL
Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: C-RQD 22 / 40
3. Hidden Risks & Market Weather● WATCH
SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C+RQD 27 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on ANET

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (90)

16.4% ROIC with 64.1% gross margin and 1.71% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
NEUTRAL (65)

Altman-Z 22.17 and Piotroski 9/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (60)

Put/Call 0.92x with 22/40 institutional & insider flow.

Bull Case: Why Buyers Like ANET
  • ✓Strong cash generator (64% profit margin)—profits are backed by real money, not accounting tricks.
Bear Case: What Could Go Wrong
  • !Priced at 185x earnings—high expectations leave less room for a lukewarm quarter.
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Trading Systems Desk

Today's Top 3 RQD Strong Buys & Whale Accumulation Setups (Live ANET Tape Review)

  • ✓Live breakdown of today’s highest-scoring RQD Green-Light breakouts
  • ✓1 urgent Red-Light accounting trap to cut from your watchlist immediately
  • ✓Bring any ticker to live Q&A—we run it through the 5-Pillar RQD Radar on screen
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
ANET // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.23%▼ SUPPORT BREAKDOWN
2026-10-30O $173.6H $175.0L $166.9C $168.9VOL 8.34M
RES: $223.1SUP: $179.2SMA50: $195.2SMA200: $165.2
$223.2$199.3$175.4$151.6$127.7RES $223.1SUP $179.2$168.92026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ANET Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +28.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)
TRIGGERED · 800G Ethernet Post-Revision Reclaim

Trigger: $182.01 • Invalidation: $170.96

🦋 Documented & Second-Order Butterfly Connections Open Graph →
ANET → META Confirmed Filing
Arista Networks supplies 400G and 800G EOS Ethernet spine-leaf switching fabrics connecting Meta Platforms back-end AI training clusters and front-end recommendation data centers.

ANET Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell ANET stock right now?

Arista Networks Inc. (ANET) currently earns a Roarable Rating of C+ (Hold — HOLD) with 67/100 RQD Confidence. Solid 64% profit margin (16% return on capital), mixed timing at 185x P/E—hold if owned, no rush to chase.

What is ANET's 12-month price target and RQD AI Jury consensus?

ANET's 12-month base price target is $191.68 (range $149.51 to $228.28), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.