AMOM2.430%
as of Oct 16
ANET
GrowthARISTA NETWORKS INC
Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services.
Close · 3M
+1.94%
Held by 2 AI ETFs
PQUS0.190%
as of Oct 23
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals10
Win rate0% (0/10)
Avg buy return-14.40%
AMOM · Weight decrease · 5d
weight 2.650% → 2.430% (-0.220 pp)·stock down 11.3% in the 30 days before
Oct 16·entry $176.98·now $172.37
-2.60%
since Oct 16
AMOM · Weight decrease · 4d
weight 2.650% → 2.460% (-0.190 pp)·stock down 6.1% in the 30 days before
Oct 15·entry $185.58·now $172.37
-7.12%
since Oct 15
AMOM · Weight decrease · 3d
weight 2.650% → 2.550% (-0.100 pp)·stock up 1.3% in the 30 days before
Oct 14·entry $195.42·now $172.37
-11.80%
since Oct 14
AMOM · Weight decrease · 2d
weight 2.650% → 2.560% (-0.090 pp)·stock up 8.9% in the 30 days before
Oct 13·entry $204.52·now $172.37
-15.72%
since Oct 13
AMOM · Weight increase · 2d
weight 2.530% → 2.620% (+0.090 pp)·stock up 10.7% in the 30 days before
Oct 7·entry $215.83·now $172.37Fresh
-20.14%
since Oct 7
AMOM · Weight decrease · 3d
weight 2.720% → 2.530% (-0.190 pp)·stock up 8.1% in the 30 days before
Oct 5·entry $206.90·now $172.37
-16.69%
since Oct 5
AMOM · Weight decrease · 2d
weight 2.720% → 2.550% (-0.170 pp)·stock up 11.4% in the 30 days before
Oct 2·entry $207.35·now $172.37
-16.87%
since Oct 2
AMOM · Weight decrease · 2d
weight 2.740% → 2.710% (-0.030 pp)·stock up 8.1% in the 30 days before
Sep 23·entry $203.47·now $172.37
-15.28%
since Sep 23
AMOM · Weight decrease · 2d
weight 2.790% → 2.720% (-0.070 pp)·stock up 6.9% in the 30 days before
Sep 18·entry $199.39·now $172.37
-13.55%
since Sep 18
AMOM · Weight increase · 2d
weight 2.670% → 2.790% (+0.120 pp)·stock down 2.1% in the 30 days before
Sep 16·entry $197.54·now $172.37Fresh
-12.74%
since Sep 16
AMOM · Weight increase · 2d
stock down 5.2% in the 30 days before
Sep 11·entry $199.59·now $172.37Fresh
-13.64%
since Sep 11
-10.66%
since Sep 9
-11.59%
since Sep 8
AMOM · Weight increase · 2d
stock down 3.0% in the 30 days before
Sep 3·entry $191.44·now $172.37Fresh
-9.96%
since Sep 3
-7.38%
since Sep 2
AIUP · Exit · 1d
weight 4.510% → 0 (exited)·stock up 8.9% in the 30 days before
Oct 13·entry $204.52·now $172.37
-15.72%
since Oct 13
AIUP · Sudden change · 1d
weight 4.920% → 4.510% (-0.410 pp)·stock up 5.7% in the 30 days before
Oct 12·entry $210.88·now $172.37
-18.26%
since Oct 12
AIUP · Weight increase · 2d
weight 4.600% → 4.820% (+0.220 pp)·stock up 10.7% in the 30 days before
Oct 7·entry $215.83·now $172.37Fresh
-20.14%
since Oct 7
AIUP · Weight decrease · 2d
weight 4.670% → 4.550% (-0.120 pp)·stock up 3.8% in the 30 days before
Sep 29·entry $202.86·now $172.37
-15.03%
since Sep 29
AIUP · Weight increase · 2d
weight 4.610% → 4.670% (+0.060 pp)·stock up 2.1% in the 30 days before
Sep 25·entry $206.55·now $172.37Fresh
-16.55%
since Sep 25
AIUP · Weight increase · 2d
weight 4.520% → 4.610% (+0.090 pp)·stock up 8.8% in the 30 days before
Sep 22·entry $205.19·now $172.37Fresh
-15.99%
since Sep 22
AIUP · Weight decrease · 2d
weight 4.720% → 4.520% (-0.200 pp)·stock up 6.9% in the 30 days before
Sep 18·entry $199.39·now $172.37
-13.55%
since Sep 18
AIUP · Weight increase · 2d
weight 4.410% → 4.720% (+0.310 pp)·stock down 2.1% in the 30 days before
Sep 16·entry $197.54·now $172.37Fresh
-12.74%
since Sep 16
-7.38%
since Sep 2
-11.78%
since Aug 28
AIUP · Weight increase · 2d
stock up 19.2% in the 30 days before
Aug 26·entry $202.25·now $172.37Fresh
-14.77%
since Aug 26
-6.19%
since Aug 20
-7.55%
since Aug 19
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Too hard to callas of Sep 20
Recent AI ETF activity shows a mixed sentiment, with some funds slightly increasing and others decreasing their allocations to Arista Networks. In contrast, a Buffett-style framework would classify this company as "Too Hard" to evaluate, indicating a fundamental disagreement on the ability to predict its long-term business trajectory. This suggests the AI's investment decisions might be based on different time horizons or risk assessment criteria than a deep value approach.
- Circle of CompetenceThe rapid evolution of networking technology, particularly for data centers and AI infrastructure, makes projecting long-term unit economics and competitive advantage genuinely unpredictable, failing the circle of competence criterion.
- Economic Moat
- Management
- Financial Health
- Margin of Safety
Arista Networks, despite its strong current financials and market position, operates in a segment of the information technology industry characterized by rapid innovation and potential structural disruption. This inherent unpredictability in long-term unit economics and competitive dynamics places the company outside the established circle of competence for a Buffett-style analysis. Therefore, a comprehensive evaluation of its moat, management, financials, and intrinsic value cannot be reliably conducted within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.