Arista Networks (ANET) — What Changed

Material changes in the AI committee's view · 25 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-24 MINOR
▲ Score Change

ANET's Committee score moved from 58.11 to 60.56 (+2.45, 1 day(s) apart).

58.11 → 60.56 (+2.5)

2026-07-24 MAJOR
— Rating Change

ANET moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-18 MATERIAL
▼ Agreement Shift

ANET's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-18 MINOR
▼ Score Change

ANET's Committee score moved from 59.23 to 58.11 (-1.12, 1 day(s) apart).

59.23 → 58.11 (-1.1)

2026-07-18 MATERIAL
— Conviction Change

ANET's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-17 MATERIAL
▲ Agreement Shift

ANET's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-17 MINOR
▼ Score Change

ANET's Committee score moved from 60.09 to 59.23 (-0.86, 1 day(s) apart).

60.09 → 59.23 (-0.9)

2026-07-17 MATERIAL
— Conviction Change

ANET's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-17 MAJOR
— Rating Change

ANET moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-16 MINOR
▲ Agreement Shift

ANET's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-16 MINOR
▲ Score Change

ANET's Committee score moved from 57.05 to 60.09 (+3.04, 1 day(s) apart).

57.05 → 60.09 (+3.0)

2026-07-16 MAJOR
— Rating Change

ANET moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-15 MINOR
▼ Agreement Shift

ANET's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-15 MINOR
▼ Score Change

ANET's Committee score moved from 61.32 to 57.05 (-4.27, 1 day(s) apart).

61.32 → 57.05 (-4.3)

2026-07-15 MAJOR
— Rating Change

ANET moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MAJOR
▼ Agreement Shift

ANET's Committee agreement moved from 85.70% to 57.10% (-28.60pp, 1 day(s) apart).

85.70 → 57.10 (-28.6)

2026-07-14 MINOR
▼ Score Change

ANET's Committee score moved from 65.08 to 61.32 (-3.76, 1 day(s) apart).

65.08 → 61.32 (-3.8)

2026-07-14 MAJOR
— Conviction Change

ANET's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-13 MAJOR
▲ Agreement Shift

ANET's Committee agreement moved from 66.70% to 85.70% (+19.00pp, 1 day(s) apart).

66.70 → 85.70 (+19.0)

2026-07-13 MINOR
▲ Score Change

ANET's Committee score moved from 61.11 to 65.08 (+3.97, 1 day(s) apart).

61.11 → 65.08 (+4.0)

2026-07-13 MAJOR
— Conviction Change

ANET's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-10 MINOR
▼ Agreement Shift

ANET's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 3 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-10 MATERIAL
▲ Score Change

ANET's Committee score moved from 57.90 to 62.94 (+5.04, 3 day(s) apart).

57.90 → 62.94 (+5.0)

2026-07-10 MATERIAL
— Conviction Change

ANET's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

ANET moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →