NASDAQ · STOCK
Arista Networks
$180.32
52W $114.52 – $189.82
56/100
$227.09B
60.9
1.60
Is ANET Bullish or Bearish?
Bullish.
Innellis AI committee rates Arista Networks (ANET) Buy with a composite score of 56/100
, based on 6 analysts with 83% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +19.41 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -0.59 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — news sentiment is positive (+0.47 across 96 articles, 14d) — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.47 across 96 articles, 14d) — News
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 17.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
56/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 33%
of 172 Technology peers
Growth Analyst
neutral
58
/ 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
neutral
52
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 17.4% signals elevated volatility
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
73
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.47 across 96 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 57.2 to 55.6.
- Conviction strengthened -- analysts aligned more closely.
- Committee agreement increased sharply from 57% to 83%.
- New bearish signals: 3 appeared.
- Bullish support removed: 4 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 6 signal(s) disappeared.
- Analyst(s) changed stance: Growth Analyst, Macro Analyst, Risk Analyst, Technical Analyst.
- Analyst(s) abstained: Value Analyst.
Analyst-level changes:
- Growth Analyst: stance bullish->neutral; score 67->58 (-9).
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst: stance bullish->neutral; score 62->52 (-9); +1 bearish signal(s).
- Technical Analyst: stance bearish->neutral; score 38->48 (+10).
- Value Analyst abstained (was neutral at 49).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
60.6
Neutral
MACD Histogram
-0.614
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.72
Inside Bands
Price vs Moving Averages
EMA 9
$172.06
Above
EMA 21
$171.45
Above
EMA 50
$166.71
Above
EMA 200
$147.79
Above
Fundamental Analysis
Valuation
4
Growth
74
Profitability
1
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio
60.9×
P/B Ratio
16.82×
PEG Ratio
2.73
Dividend Yield
0.00%
52W High
$189.82
52W Low
$114.52
Quality & Growth
ROE
28.4%
ROA
18.1%
Gross Margin
63.5%
Operating Margin
42.8%
Revenue Growth YoY
—
Debt / Equity
0.00
AI Fundamental Assessment
P/E ratio of 60.9 (rich relative to a 15-40x range); Price-to-book of 16.8x; PEG ratio of 2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.2%; Net margin of 0.4%; Gross margin of 0.6%; Current ratio of 2.83 (healthy short-term liquidity); Debt-to-equity of 0.00; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (4.20); Most recent quarter beat estimates by 5.8%; 4 consecutive earnings beats; EPS growth decelerating (+9.3% -> +6.1% QoQ); Analyst estimates rising over recent quarters
Get the Full ANET Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →