Event-Driven Stocks

Arista Networks, Inc.

ANET

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs7 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$9.01B$7.00B$5.86B$4.38B$2.95B$2.32B
Operating income$3.86B$2.94B$2.26B$1.53B$924.7M$699.7M
Net income$3.51B$2.85B$2.09B$1.35B$840.9M$634.6M
Total assets$19.45B$14.04B$9.96B$6.78B$5.73B$4.74B
Total liabilities$7.08B$4.05B$2.74B$1.89B$1.76B$1.42B
Equity$12.37B$9.99B$7.22B$4.89B$3.98B$3.32B
EPS (diluted)$2.75$2.23$1.65$1.07$2.63$2.00
Shares out.1.26B312.6M306.4M307.8M76.3M76.5M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
42.8%
Net margin
39.0%
Return on equity
28.4%
Return on assets
18.1%
Return on capital (ROCE)
27.4%
Liabilities / assets
36.4%
Debt / equity
0.57×
Book value / share
$9.81
Revenue growth (YoY)
28.6%
Net income growth (YoY)
23.1%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
8.46safe
Accruals / assets
4.4%clean
Beneish M-Score
-2.18normal
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

7 good
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
7 acquisitions5 disposalsnet +77,833 shares · last 12
InsiderDateTypeSharesPrice
Ullal JayshreeOfficer — CEO and ChairpersonMay 26, 2026Sell7,740$154.47
Breithaupt Chantelle YvetteOfficer — Senior Vice President, CFOMay 26, 2026Sell2,448$157.00
Bechtolsheim Andreas10% ownerMay 26, 2026Sell32,973$154.50
Bechtolsheim Andreas10% ownerMay 22, 2026Sell24,381$149.68
Duda KennethOfficer — President and CTOMay 21, 2026J100,000$0.00
Battles Kelly BodnarDirectorMay 21, 2026Sell2$140.49
Ullal JayshreeOfficer — CEO and ChairpersonMay 20, 2026Option exercise27,664$0.00
Duda KennethOfficer — President and CTOMay 20, 2026Option exercise3,884$0.00
Breithaupt Chantelle YvetteOfficer — Senior Vice President, CFOMay 20, 2026Option exercise10,916$0.00
Wassenaar YvonneDirectorMay 20, 2026Option exercise971$0.00
Templeton Mark BDirectorMay 20, 2026Option exercise971$0.00
Scheinman DanielDirectorMay 20, 2026Option exercise971$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202620.9M1.3+13.6%
Apr 30, 202618.4M2.5+6.1%
Apr 15, 202617.3M2.6+2.3%
Mar 31, 202616.9M2.4+10.2%
Mar 13, 202615.4M2.5+2.8%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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