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Arista Networks (ANET) — chart, structure and Closelooknet read

The Closelooknet read

Arista builds networking hardware and software that carries data through cloud, AI, campus and routing setups, sold as switches paired with its EOS operating system. It serves internet firms, cloud providers, banks, government bodies and other large data-centre operators worldwide.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for ANET, from the same nightly bakes the boards use. Research diary readings, not advice.

Mentioned on Closelooknet 6 pieces · newest: Midday 10, “AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%” (2026-11-05)

Mentioned on Closelooknet

Where ANET appears in the diary — 6 pieces, newest first. Every link is our own writing.

101 and glossary

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 47/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-06
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 60th percentile of the window, -22.8% over 20 sessions. Factor regime → 2026-11-06
  • Sovereign pressure Index -2.05 · down 2.95 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-05
How it trades on rate days beta 0.28 to TLT · on the worst bond days it fell more than the market

How it trades on rate days

How ANET has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.28 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Arista Networks moved 0.28% on average · correlation 0.05 · higher than 21% of US names
  • Beta, last 3 months −1.25 less rate-sensitive lately than over the year
  • On the 10 worst bond days −1.76% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +1.10% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Data-centre networking · 4 names with week and year-to-date

Peer group

Data-centre networking

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against ANET on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Arista Networks

ANET in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Arista builds networking hardware and software that carries data through cloud, AI, campus and routing setups, sold as switches paired with its EOS operating system. It serves internet firms, cloud providers, banks, government bodies and other large data-centre operators worldwide. The company is based in Santa Clara, California, and listed in 2014.
Where it sits in the stack
Arista carries no seat in Rubin, our AI build-out index; the diary instead places it in the data-centre networking sleeve of the wider universe. Past notes applying the diary's six-layer supply-chain map put networking switching at Layer 3, sitting between compute at Layer 4 and memory at Layer 2.
Who it is priced against
Closelooknet's peer group prices Arista against Cisco Systems, Nvidia, Ciena and Hewlett Packard Enterprise as the data-centre networking comparison set. The market also weighs it against Juniper Networks, now folded into HPE, as another switching name in the same trade.
Why Closelooknet tracks it
Arista sits in the S&P 500 but holds no seat in Rubin and carries no Closelooknet score yet. Three notes in the diary's 101 format have mentioned it, including pieces mapping AI infrastructure layers and one flagging networking as an underappreciated part of the build-out.
What the diary watches
The diary watches whether networking gets re-rated alongside compute and memory as AI infrastructure spending broadens, since one note already flagged this layer as overlooked.

Arista Networks (ANET) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: ANET news on the tape · index compare · sector dispersion · scanner.

The Street on this name 7 analyst actions on the wire · latest: price target by Truist Securities, 2026-11-04

The Street on this name

Analyst actions and the latest print for ANET from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Truist Securities — target 240 Target set to $240 (+33.9% to spot) 2026-11-04
  • Price target Morgan Stanley — target 230 Target set to $230 (+35.4% to spot) 2026-11-04
  • Price target UBS — target 291 Target set to $291 (+71.3% to spot) 2026-11-04

7 actions on the analyst wire since 2026-08-13: 7 target changes. Analyst wire → · Earnings wire →

FAQ · from the current data · as of 2026-11-06

Quick answers

What is Arista Networks (ANET)?

Arista Networks trades as ANET on the US exchange (United States) in the Closelooknet research universe, as of the registry build of 2026-11-06.

Is ANET in a Closelooknet index?

Not currently — Arista Networks is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-06.

Where does ANET trade against its moving averages?

Arista Networks trades 17.6% below its 50-day and 4.1% below its 200-day moving average (13.0% below its 20-day). As of 2026-11-05 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Arista Networks compare with its peers?

Against its peer group (Data-centre networking), Arista Networks (ANET) sits 26.8% below its 52-week high, 17.6% below its 50-day average; Cisco Systems Inc (CSCO) is 26.6% below, NVIDIA Corporation (NVDA) is 17.8% below, Ciena Corp (CIEN) is 63.8% below, as of 2026-11-05. Put any of them next to ANET in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Arista Networks trade when bond yields rise?

Over the past year Arista Networks had a beta of 0.28 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 21% of US names. On the 10 sessions in which long bonds fell most it moved −1.76% on average, against −0.74% for the S&P 500. As of 2026-11-05; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about Arista Networks?

Arista Networks appears in 6 Closelooknet pieces as of 2026-11-06, most recently Midday 10: AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43% (2026-11-05); Midday 10: AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9% (2026-10-15); Midday 10: AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slip (2026-10-01). What Closelooknet said most recently: Key Companies DDOG Datadog Observability for AI inference costs — FinOps beneficiary CRM Salesforce Agentforce compute costs → COGS migration candidate NOW ServiceNow Agent workflow compute → COGS classification pressure ANET Arista… (101). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does Arista Networks do?

Arista builds networking hardware and software that carries data through cloud, AI, campus and routing setups, sold as switches paired with its EOS operating system. It serves internet firms, cloud providers, banks, government bodies and other large data-centre operators worldwide. The company is based in Santa Clara, California, and listed in 2014. Closelooknet's peer group prices Arista against Cisco Systems, Nvidia, Ciena and Hewlett Packard Enterprise as the data-centre networking comparison set. The market also weighs it against Juniper Networks, now folded into HPE, as another switching name in the same trade. (Company snapshot of 2026-09-17.)

Where does Arista Networks sit in the AI build-out?

Arista carries no seat in Rubin, our AI build-out index; the diary instead places it in the data-centre networking sleeve of the wider universe. Past notes applying the diary's six-layer supply-chain map put networking switching at Layer 3, sitting between compute at Layer 4 and memory at Layer 2. Arista sits in the S&P 500 but holds no seat in Rubin and carries no Closelooknet score yet. Three notes in the diary's 101 format have mentioned it, including pieces mapping AI infrastructure layers and one flagging networking as an underappreciated part of the build-out. (Company snapshot of 2026-09-17.)

What has Wall Street done on Arista Networks recently?

The most recent analyst action on Arista Networks on the Closelooknet wire is a price target by Truist Securities on 2026-11-04 (target 240). 7 actions on the analyst wire since 2026-08-13: 7 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for ANET, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then Computer Hardware. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.