ANET Arista Networks Inc. WATCHLIST
12 inbound impacts
from 6 source companies
in last 180 days
2
Bullish impacts
0
Bearish impacts
10
Neutral impacts
5
Max significance
1
High-magnitude
Historical Base Rates for ANET
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 17 | 17.6% | -5.09% | -5.39% | -4.34% | -4.46% | -5.46% |
| 20d | 17 | 41.2% | -5.72% | -3.13% | -5.45% | -6.21% | -6.71% |
| 60d | 11 | 45.5% | +7.56% | -7.58% | +3.11% | +2.23% | -12.67% |
Top Live Signals affecting ANET
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 63 | 2026-02-17 | ANET | 10-K | Future Bet | ▲ | 5/5 | high | 540d |
Multi-year structural share-take from InfiniBand at the AI fabric layer
ANET has built a 20+ product Etherlink family explicitly positioned against InfiniBand at the AI fabric layer. The 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch (DES) cover all …
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| 30 | 2026-02-17 | ANET | 10-K | Asymmetric Info | ◆ | 5/5 | medium | 90d |
Earnings volatility tied to MSFT/META capex pace
Two customers (almost certainly Microsoft and Meta) each represent >10% of FY25 revenue. The split between these two — inferable from the reseller-A vs reseller-B disclosure pattern — tells you who's …
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| 29 | 2026-02-06 | AMZN | 10-K | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Amazon's total capital expenditures exploded to $131.8 billion in 2025, up from $83 billion in 2024. AWS alone added $96.5 billion in net property and equipment in a single year (nearly doubling its 2…
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| 29 | 2026-02-05 | GOOG | 10-K | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
A jaw-dropping $113 billion in short-term (due within 12 months) purchase commitments primarily for servers, networking equipment, and energy. This is on top of the $91.4 billion already spent on CapE…
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| 27 | 2026-01-29 | META | 10-K | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Meta is officially stating 'superintelligence' (Artificial General Intelligence) as a core investment objective. This is a massive leap from standard machine learning and requires unprecedented capita…
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| 24 | 2026-02-17 | ANET | 10-K | Asymmetric Info | ▲ | 4/5 | medium | 540d |
Software/services attach drives margin mix higher
ANET is shipping its own agentic-AI product (AVA) for network operations — pre-computing answers, automating provisioning, anticipating failures. This extends the EOS/CloudVision software moat into AI…
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| 11 | 2025-12-11 | ORCL | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Oracle is radically accelerating its capital expenditures, tripling its 1H capex year-over-year (and hitting $35.4 billion on a trailing 12-month basis). The company is betting its entire balance shee…
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| 7 | 2025-10-31 | AMZN | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Amazon has nearly doubled its AWS capital expenditures year-over-year, deploying a staggering $64.8 billion into AWS infrastructure in just nine months. This indicates a historic, unprecedented accele…
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| 7 | 2025-10-31 | AMZN | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Amazon is betting the farm on generative AI infrastructure, accelerating its capital expenditures to a staggering $34.2 billion in a single quarter (a ~$136B annual run-rate). This represents a massiv…
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| 7 | 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Google's 9-month capital expenditures hit $63.6 billion, a massive 66% increase from the $38.2 billion spent in the same period the prior year. The sheer velocity of cash being converted into servers …
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All Inbound Impacts (12)
Every signal pointing at ANET from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-02-17 | ANET | 10-K | Future Bet | ▲ | 5/5 | high |
Multi-year structural share-take from InfiniBand at the AI fabric layer
ANET has built a 20+ product Etherlink family explicitly positioned against InfiniBand at the AI fabric layer. The 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch (DES) cover all …
|
| 2026-02-17 | ANET | 10-K | Asymmetric Info | ◆ | 5/5 | medium |
Earnings volatility tied to MSFT/META capex pace
Two customers (almost certainly Microsoft and Meta) each represent >10% of FY25 revenue. The split between these two — inferable from the reseller-A vs reseller-B disclosure pattern — tells you who's …
|
| 2026-02-17 | ANET | 10-K | Asymmetric Info | ▲ | 4/5 | medium |
Software/services attach drives margin mix higher
ANET is shipping its own agentic-AI product (AVA) for network operations — pre-computing answers, automating provisioning, anticipating failures. This extends the EOS/CloudVision software moat into AI…
|
| 2026-02-06 | AMZN | 10-K | Future Bet | ◆ |
Legacy import: direction not extracted at source
Amazon's total capital expenditures exploded to $131.8 billion in 2025, up from $83 billion in 2024. AWS alone added $96.5 billion in net property and equipment in a single year (nearly doubling its 2…
|
||
| 2026-02-05 | GOOG | 10-K | Future Bet | ◆ |
Legacy import: direction not extracted at source
A jaw-dropping $113 billion in short-term (due within 12 months) purchase commitments primarily for servers, networking equipment, and energy. This is on top of the $91.4 billion already spent on CapE…
|
||
| 2026-01-29 | META | 10-K | Future Bet | ◆ |
Legacy import: direction not extracted at source
Meta is officially stating 'superintelligence' (Artificial General Intelligence) as a core investment objective. This is a massive leap from standard machine learning and requires unprecedented capita…
|
||
| 2025-12-11 | ORCL | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Oracle is radically accelerating its capital expenditures, tripling its 1H capex year-over-year (and hitting $35.4 billion on a trailing 12-month basis). The company is betting its entire balance shee…
|
||
| 2025-10-31 | AMZN | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Amazon has nearly doubled its AWS capital expenditures year-over-year, deploying a staggering $64.8 billion into AWS infrastructure in just nine months. This indicates a historic, unprecedented accele…
|
||
| 2025-10-31 | AMZN | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Amazon is betting the farm on generative AI infrastructure, accelerating its capital expenditures to a staggering $34.2 billion in a single quarter (a ~$136B annual run-rate). This represents a massiv…
|
||
| 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Google's 9-month capital expenditures hit $63.6 billion, a massive 66% increase from the $38.2 billion spent in the same period the prior year. The sheer velocity of cash being converted into servers …
|
||
| 2025-10-30 | META | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Meta is doubling down on its infrastructure buildout at an unprecedented scale. A $70B+ CapEx budget (which is further expected to grow in 2026) signals that the AI infrastructure arms race is still i…
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| 2025-10-29 | MSFT | 10-Q | Asymmetric Info | ◆ |
Legacy import: direction not extracted at source
Microsoft is utilizing its massive balance sheet to act as a pseudo-bank for its hardware supply chain, advancing cash or credit to secure server components (likely GPUs and AI networking gear). The s…
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Outbound Impacts — ANET's filings affect these tickers
| Date | Filing | Target | Cat | Dir for target | Mechanism |
|---|---|---|---|---|---|
| 2026-02-17 | 10-K | NVDA | Future Bet | ▼ | Erodes Mellanox InfiniBand share at the scale-out layer |
| 2026-02-17 | 10-K | MSFT | Asymmetric Info | ◆ | MSFT's capex pace is upstream driver |
| 2026-02-17 | 10-K | META | Asymmetric Info | ◆ | META's MTIA + Llama infra spend is upstream driver |
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-05-05 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-05-06 | earnings | confirmed | yfinance | Next earnings (per yfinance) |