Company Dossier · Information Technology
Arista Networks
- S&P 500
- S&P 100
- Russell 1000
What Arista Networks is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $10.5 billion, up 33% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2020: $0.87 billion, down 4.4% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2020: $0.01 billion, down 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.60 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 17, 2026): 2 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $871 million on the open market.SEC Form 4
- 2,275 institutional managers reported a position at June 30, 2026 (+227 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 64 (118 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Arista Networks is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings56th pct
- Deals and private raises48th pct
- Patent publications47th pct
Confident ↔ Hedging
Mixed
- Call sentiment68th pct
- Call confidence76th pct
- Guidance changes37th pct
- Risk factors added21st pct
- Insider open-market trades45th pct
- + Call confidence
- + Call sentiment
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver51st pct
- Stress filings49th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Arista Networks yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Arista Networks, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralArista (ANET) Has $13.3 Billion of Cash and No Debt at All. What Is That Worth?
insidermonkey.com · via Marketaux · Oct 5, 2026
- NeutralArista Networks Inc (ANET) Shares Fall 1.0% -- What GF Score of 97 Tells Investors
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 16, 2026LobbyingLobbying report (MAYER BROWN LLP)third_quarter 2026
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Jul 20, 2026LobbyingLobbying report (MAYER BROWN LLP)second_quarter 2026
- Jun 2, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (MAYER BROWN LLP)first_quarter 2026 · $0.0 million
- Mar 3, 2026Trademark
- Mar 3, 2026Trademark
- Feb 17, 202610-KAnnual report (10-K)2 risk factors added, 3 removed
- Jan 20, 2026LobbyingLobbying report (MAYER BROWN LLP)fourth_quarter 2025
- Jan 7, 2026Trademark
- Oct 28, 2025Trademark
- Oct 16, 2025LobbyingLobbying report (MAYER BROWN LLP)third_quarter 2025 · $0.0 million
- Sep 10, 2025Trademark
- Sep 8, 20258-KDirector or officer changeItem 5.02
- Jul 18, 2025LobbyingLobbying report (MAYER BROWN LLP)second_quarter 2025 · $0.0 million
- Jun 16, 20258-KDirector or officer changeItem 5.02
- Jun 3, 20258-KShareholder vote resultsItem 5.07
- May 6, 20258-KDirector or officer changeItem 5.02
- Apr 18, 2025LobbyingLobbying report (MAYER BROWN LLP)first_quarter 2025 · $0.0 million
- Mar 17, 20258-KDirector or officer changeItem 5.02
- Feb 19, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Feb 13, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Motorola Solutions MSI | $12.2B | $2.7B | Jul 4, 2026 |
| Ciena CIEN | $6.0B | $0.8B | Aug 1, 2026 |
| F5, Inc. FFIV | $3.3B | $1.0B | Jun 30, 2026 |
| Lumentum LITE | — | $0.3B | Jun 27, 2026 |
| Workday Inc. WDAY | $10.2B | $2.8B | Jul 31, 2026 |
| Palo Alto Networks PANW | $11.5B | $4.1B | Jul 31, 2026 |
| Marvell Technology MRVL | $9.4B | $1.7B | Aug 1, 2026 |
| Synopsys SNPS | $9.4B | $2.8B | Jul 31, 2026 |