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

$184.22 -1.34% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $184.22

Arista Networks Inc. (ANET) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (64% profit margin, 16% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate) →

ROARABLE B • BUY Cap $232.34B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $184.22 (+0.00%)🧬 Disciplined Float (-0.32% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 44% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+7.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ANET)Realized 20D OHLCV Swing Band: ±8.5%

Deterministic 5-Pillar Attribution (74/100 Composite)

🔍 WHY ANET SCORES 74/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+18/20 pts (24% of score)

SEC XBRL FY 2025 (10-K): 44% FCF Margin ($3.97B FCF) & 64.1% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (20% of score)

Altman Z-Score 22.17 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution13/20 pts (-7 pt drag)

Disciplined Float (-0.32% YoY Shares) & executive Form 4 sales trim 7 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade A$210.88-13.2% Next Q

Q2 (-2Q)

Grade A-$182.95-3.1% Next Q

Q3 (-1Q)

Grade B+$177.24+3.9% Next Q

Current

Grade B$184.22+7.3% Hist 90D α

Trajectory: A (82) → B (74)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ANET Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 74/100 (B) score, ANET faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (-0.32% YoY Shares) — any gross margin slip below 61.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($195.13) or 200D SMA ($165.44) invalidates the momentum regime and cuts Target Base ($197.48) toward Bear Floor ($151.06).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ANET• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ANET Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 74%NO 26%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

4730 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: CRQD 26 / 40

3. Hidden Risks & Market Weather● ALL CLEAR

SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: BRQD 30 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bullish 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

BULLISH (75)

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

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BULLISH (68)

26/40 institutional & smart-money positioning score with 15/20 macro alignment.

Bull Case: Why Buyers Like ANET

✓Strong cash generator (64% profit margin)—profits are backed by real money, not accounting tricks.
✓Clean SEC annual filing review with no major hidden accounting time-bombs.

Bear Case: What Could Go Wrong

!Broader market pullbacks can still drag down strong stocks in the short run.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (ANET Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ANET // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +6.72%🛡️ HOLDING TREND SUPPORT

2026-11-01O $186.7H $186.7L $184.2C $184.2VOL 5.37M

RES: $223.4SUP: $179.5SMA50: $195.1SMA200: $165.4

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

🦋 ANET Butterfly Map → + Track ANET →

Share Count & Dilution Monitor (#25)

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

Reverse-DCF Expectations Hurdle (#30)

45.7%/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)

DEVELOPING · 800G Ethernet Post-Revision Reclaim

Trigger: $189.75 • Invalidation: $171.32

🦋 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.

AI Analyst Theses, Washington Policy & Company Video 💡 The Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs (mara-quenwick) 💡 What Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed (mara-quenwick)

🎬 No recent verified company-specific video clip queued for ANET today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ANET)

Technology Rank #48 of 714 ⚔️ CSCO vs ANET Full Matrix →

1. Head-to-Head Technology Peer Comparison (ANET vs. CSCO, FFIV, EXTR, DGII)

Industry: Computer Communications Equipment (14 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Arista Networks Inc. (ANET) ranks #48 by composite RQD confidence (74/100, grade B) and #26 by equity capitalization ($232.34B). Within this direct 5-issuer industry benchmark cohort, FFIV leads on earnings valuation at 29.7x trailing P/E, while FFIV leads on capital efficiency and profitability with 18.1% ROIC and 81.4% gross margin. ANET currently leads its immediate peer cohort in composite quantitative strength at 74/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ANET ACTIVE Arista Networks Inc.	B	74/100	—	64.1%	16.4%	-1.34%	$232.34B	Benchmark Subject
CSCO Cisco Systems Inc.	B-	71/100	42.1x	64.9%	15.1%	-1.54%	$428.13B	/csco-vs-anet →
FFIV F5 Inc.	C+	69/100	29.7x	81.4%	18.1%	-0.57%	$20.58B	/ffiv-vs-anet →
EXTR Extreme Networks Inc.	D	51/100	—	62.2%	8.6%	-3.48%	$3.12B	/extr-vs-anet →
DGII Digi International Inc.	C+	69/100	72.2x	62.9%	5.9%	-0.83%	$2.95B	/dgii-vs-anet →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001596532

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Arista Networks Inc. (ANET) reported GAAP revenue of $9.01B (+28.6% vs. FY2024 revenue of $7.00B , and +53.7% cumulative change since FY2023) , GAAP net income of $3.5K, operating cash flow of $4.37B, and free cash flow of $3.97B (+16.9% YoY). On the balance sheet, ANET closed FY2025 with $19.45B in total assets against $3.19B in total debt (Altman Z-Score: 22.17, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$9.01B	$3.5K	$4.37B	$3.97B	$19.45B	$3.19B
FY2024 (FY)	2024-12-31	$7.00B	$2.9K	$3.71B	$3.39B	$14.04B	$1.82B
FY2023 (FY)	2023-12-31	$5.86B	$2.1K	$2.03B	$1.77B	$127.79B	$29.90B

3. ANET Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ANET stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Arista Networks Inc. (NYSE: ANET) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $184.22 (-1.34% 1D, market cap $232.34B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, ANET ranks #48 in composite RQD confidence.

How does ANET compare to CSCO and FFIV in the Technology sector?

Within the Technology sector (Computer Communications Equipment), ANET carries a Roarable B (74/100 RQD), trailing P/E of N/A, gross margin of 64.1%, and ROIC of 16.4%. By comparison, CSCO (Cisco Systems Inc.) holds a B- grade (71/100 RQD, P/E 42.1x, ROIC 15.1%, cap $428.13B) and FFIV (F5 Inc.) posts a C+ grade (69/100 RQD, P/E 29.7x, ROIC 18.1%, cap $20.58B). Among the 5-stock peer group, FFIV leads on earnings multiple (29.7x) while FFIV leads on capital efficiency (18.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ANET?

Per ANET's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001596532), Arista Networks Inc. generated $9.01B in revenue (+28.6% YoY), $3.5K in net income, and $3.97B in free cash flow against $19.45B in total assets and $3.19B in total debt. Key quantitative strengths: Strong cash generator (64% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ANET trading relative to its 50-day, 200-day, and 52-week technical levels?

ANET last traded at $184.22 (-1.34% on volume of 5,367,114 shares), positioning the stock -5.59% below its 50-day simple moving average ($195.13) and +11.35% above its 200-day simple moving average ($165.44). Across its 52-week range of $114.52 to $217.41, ANET sits at the 67.7% percentile with a 14-day RSI of 47.0 (NEUTRAL RANGE) and an implied next-earnings move of ±8.5% ($168.56 to $199.88).

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 B (Buy — BUY) with 74/100 RQD Confidence. High-quality cash engine (64% profit margin, 16% return on capital) with steady institutional support.

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

ANET's 12-month base price target is $197.48 (range $151.06 to $233.03), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: ANET RQD Cockpit ANET 12M Forecast ANET Earnings & Move ANET Dividends & DRIP ANET Insiders & 13F ANET Whale Options ANET Profit Sankey ANET News & Why