Arista Networks Inc. (ANET) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$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+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

5-PILLAR SNOWFLAKE RADARRw C+ · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+4% Base Target

WHALE OPTIONS TUG-OF-WAR:52% Call Buyers ($21.8M)

48% PutsMax Pain: $181.00

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

ANET Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (ANET)

No recent open-market Form 4 cluster sales or emergency dumps flagged on ANET. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

🔴 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?

🤖 Try AI Indicator Builder ($49/yr VIP) →$100K Arena

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

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)

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.

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 →

ANET Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are ANET insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies ANET leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

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