2026-10-06 → 11-05 Earnings Bull
Arista Q3 Revenue $3.66B Beats, 58.5% Growth Highest Since IPO Post-Q3 beat, analysts see AI networking demand driving further upside
D1 +4.1% · +5d -5.0%
› 8 waves of this story2026-10-06 Company confirms Q3 results date; market eyes AI networking demand impact2026-10-19 Media focus on pre-earnings slump driven by AI sentiment; Q3 results key after strong Q22026-10-30 Multiple independent sources confirm ANET reports next week; focus on AI data center demand2026-11-01 Multiple independent sources confirm Arista's earnings date; market eyes AI networking demand guidance2026-11-02 Multiple financial media and analyst earnings previews this week confirm Arista's report timing, event approaching release2026-11-03 Multiple sources confirm timing; focus on AI data center demand2026-11-04 Q3 beat guidance; Q4 guide and 2027 AI revenue target above consensus2026-11-05 Post-Q3 beat, analysts see AI networking demand driving further upside2026-11-04 8-K filing
8-K: Item 2.02, Item 9.01 D1 +5.0% · since +3.7%
2026-11-03 Earnings
Earnings report D1 +3.5% · +5d +8.9%
2026-10-30 Insider selling
Insider selling $45.9M (1) D1 -8.3% · +5d +1.1%
2026-10-24 Other
ANET Pulls Back to April/May Highs Amid AI Fund Blowup Rumors Shares revisit prior highs with six-month MA support; AI selloff rumors in focus
D1 +2.8% · +5d -7.4%
2026-10-23 Analyst Bull
Arista Gains Multiple Bullish Calls, AI Data Center Demand in Focus Multiple media and analysts highlight Arista's growth potential in AI and cloud computing
D1 +0.8% · +5d -2.0%
2026-10-19 Capital
IFP Advisors Boosts Arista Stake by 432.8% Institutional buying signals capital allocation trend, though single-firm impact is limited
D1 +3.4% · +5d -3.1%
2026-10-18 Capital
Multiple Institutions Raise Arista Holdings, Capital Moves Draw Attention Two independent firms disclose stake increases, reflecting institutional allocation moves
D1 +3.4% · +5d -3.1%
2026-10-17 Analyst Bull
Arista Shows Bottom-Fishing Signal, AI Networking Demand Highlighted by Multiple Sources Hammer chart suggests support; multiple sources underscore its key role in AI data center switching
D1 +3.4% · +5d -3.1%
2026-10-09 → 10-13 Product Bull
Arista's Open Ethernet Ecosystem Surpasses 150 Members, Accelerating AI Interconnect Push XPO liquid-cooled pluggable MSA exceeds 150 members, showing industry endorsement and strengthening Arista's AI interconnect position
D1 +2.7% · +5d -18.3%
› 2 waves of this story2026-10-09 Open Ethernet portfolio for in-rack and cross-cluster accelerator connectivity marks deeper push into AI networking2026-10-13 XPO liquid-cooled pluggable MSA exceeds 150 members, showing industry endorsement and strengthening Arista's AI interconnect position2026-10-12 Other
Arista on Multiple Watchlists; AI Connectivity Demand in Focus Multiple X accounts list ANET on watchlists; OCP summit opens with AI connectivity focus
D1 -2.7% · +5d -13.2%
2026-10-10 Analyst Bull
Arista Named to JPMorgan Bullish Picks, Hits New 52-Week High JPMorgan bullish list spans sector leaders; Arista also flagged in high-valuation AI group, raising market attention
D1 -2.7% · +5d -13.2%
2026-10-09 Insider selling
Insider selling $24.3M (1) D1 +2.7% · +5d -18.3%
2026-09-29 → 10-08 Company Bull
Evercore Reiterates Outperform on Arista, PT $250 Analyst sees Arista broadening networking opportunity as Ethernet extends into scale-up AI
D1 -1.0% · +5d +6.2%
› 2 waves of this story2026-09-29 Multiple independent sources highlight Arista's pivotal role in high-speed networking for AI data centers2026-10-08 Analyst sees Arista broadening networking opportunity as Ethernet extends into scale-up AI2026-10-07 Insider selling
Insider selling $18.1M (1) D1 +0.2% · +5d -9.5%
2026-10-07 Product Bull
Arista Unveils Rack-Scale AI Fabric Architectures Company announces open Ethernet rack-scale portfolio for high-density AI infrastructure
D1 +0.2% · +5d -9.5%
2026-10-06 Insider selling
Insider selling $84.0M (2) D1 +4.1% · +5d -5.0%
2026-10-01 Capital
CEO sells 62,622 shares for $13.24M Prearranged plan sale by CEO, routine capital move
D1 +0.4% · +5d +3.2%
2026-09-25 Insider selling
Insider selling $11.3M (1) D1 +0.4% · +5d +0.4%
2026-09-21 → 09-24 Analyst Bull
AI Networking Demand Persists; Arista Cited as Core Growth Name Across Sources Multiple media and trader lists flag Arista as AI infrastructure and pullback leader, reinforcing its beneficiary narrative
D1 +3.0% · +5d -0.2%
› 4 waves of this story2026-09-21 Multiple sources highlight AI networking role and upcoming S&P 100 inclusion2026-09-23 Multiple reports highlight surging AI networking demand, positioning Arista as a key beneficiary2026-09-23 Multiple outlets flag Arista as key AI networking beneficiary; China AVGO switch risk appears limited given ~9% revenue exposure2026-09-24 Multiple media and trader lists flag Arista as AI infrastructure and pullback leader, reinforcing its beneficiary narrative2026-09-17 Insider selling
Insider selling $59.7M (1) D1 +1.0% · +5d +3.1%
2026-09-17 Analyst Bull
Arista highlighted by multiple analysts on strong AI infrastructure growth Zacks cites 35%+ revenue and earnings growth in 2026; stock appears in multiple analyst scans
D1 +1.0% · +5d +3.1%
2026-09-05 → 09-06 Capital Bull
Arista to Join S&P 100, Effective Before Sept. 21 Open S&P Dow Jones confirmed quarterly rebalance adding Arista to S&P 100, likely driving passive fund inflows.
D1 +0.6% · +5d -1.1%
› 2 waves of this story2026-09-05 Multiple sources confirm ANET's inclusion in S&P 100, requiring passive buying from large funds2026-09-06 S&P Dow Jones confirmed quarterly rebalance adding Arista to S&P 100, likely driving passive fund inflows.2026-09-01 Analyst
Deutsche Bank upgrades to Buy D1 -3.3% · +5d +1.9%
2026-08-27 Insider selling
Insider selling $60.8M (1) D1 -0.6% · +5d -4.8%
2026-08-20 → 08-23 Company
Arista execs say AI demand broad but supply caps 40% growth Exec comments and short interest drop reflect sustained focus on AI networking demand
D1 -1.4% · +5d +9.4%
› 2 waves of this story2026-08-20 Management cites broad AI demand across segments, supply constraints cap growth guide2026-08-23 Exec comments and short interest drop reflect sustained focus on AI networking demand2026-08-01 → 08-23 Earnings
Arista earnings ahead, AI sales in focus, stock hits record high Multiple sources confirm price strength pre-earnings, driven by AI sales expectations
D1 +2.5% · +5d +3.6%
› 8 waves of this story2026-08-01 Multiple sources confirm ANET reports before market open Aug 4, following significant AI sales growth2026-08-02 Multiple sources confirm ANET reports Tuesday Aug 4, with focus on AI networking demand.2026-08-03 Multiple independent sources confirm ANET reports during the week of Aug 4, with focus on AI infrastructure demand.2026-08-04 Multiple analysts revise forecasts ahead of earnings; AI sales in focus2026-08-05 Q2 revenue over $3B, up 37.7% YoY, EPS beat, raised FY guidance2026-08-05 Q2 revenue up 37.7% YoY to $3.036B; FY2026 guide raised to $12.6B; stock hit record high after hours2026-08-08 Q2 revenue up 37.7% YoY, beats expectations; raises FY2026 guidance to 40% on strong AI networking demand2026-08-23 Multiple sources confirm price strength pre-earnings, driven by AI sales expectations2026-08-20 Capital Bull
ANET Short Interest Plunges 35.6% in July Short interest fell to 12.8M shares as of July 31, down sharply from early July
D1 -1.4% · +5d +9.4%
