{ "ticker": "ANET", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/ANET.json", "analysis_sha256": "d59c99444c4069fb2ef7f2d049605415f5918e200296266168ca1c026bd56d67", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Arista : le réseau des clusters d’IA croît de 38 %, mais le titre bute sur le plus haut du jour de ses résultats. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Arista : 3,04 Md$ de revenus, 6,9 Md$ de revenus différés, deux clients à 42 % des ventes ; niveaux à surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:13:00.406521085Z", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:13:00.406521085Z", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T17:13:00.406521085Z", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 203.47, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 203.47, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -0.8382474779472626, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "257 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "4,0 M", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "52,4×", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 62, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Arista vend les commutateurs qui relient entre eux les processeurs des clusters d’IA. Le deuxième trimestre a dépassé 3 Md$ de revenus pour la première fois, en hausse de 37,7 %, et les revenus différés atteignent 6,87 Md$, soit plus de deux trimestres de ventes déjà facturés ou encaissés. Le titre, lui, n’a jamais repris le plus haut du 5 août : ce jour-là, au lendemain de la publication, il a touché 214,89 $ avant de clôturer à 197,31 $. Trois faits freinent. Deux clients non nommés pèsent 42 % des ventes de 2025, et la marge brute GAAP recule à 62,9 %. Andreas Bechtolsheim, cofondateur, a vendu 600 000 actions en trois semaines. Pas d’entrée au cours actuel ; le signal serait une clôture au-dessus de 214,89 $.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Le chiffre d’affaires du deuxième trimestre atteint 3,036 Md$, en hausse de 37,7 % sur un an et de 12,1 % sur trois mois.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Les revenus différés passent de 5,37 à 6,87 Md$ en six mois : des ventes déjà contractées attendent d’être reconnues.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "La prévision du troisième trimestre vise environ 3,3 Md$, avec une marge opérationnelle ajustée de 48 à 49 %.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Aucune dette financière et 13,3 Md$ de trésorerie et placements à court terme fin juin.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Deux clients finaux non nommés ont pesé 26 % et 16 % du chiffre d’affaires de 2025 : plus de 40 % des ventes dépendent de deux budgets.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "La marge brute GAAP recule à 62,9 %, contre 65,2 % un an plus tôt : la croissance vient des grands clouds, qui négocient les prix.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Andreas Bechtolsheim, détenteur de plus de 10 %, a vendu 600 000 actions pour 120,5 M$ entre le 27 août et le 17 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Au close du 23 septembre, la valeur d’entreprise représente 52,4 fois l’EBITDA GAAP des douze mois clos le 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Deux clients à 42 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Parts publiées dans le 10-K de l’exercice 2025, clients non nommés.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Dix-neuf ventes déclarées par Andreas Bechtolsheim entre le 27 août et le 17 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Lire les prochains formulaires 4 avant toute activation.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Arista conçoit des commutateurs et des routeurs Ethernet, pilotés par un système d’exploitation unique, EOS. Ses clients historiques sont les grands clouds, qui l’utilisent pour relier leurs serveurs. Avec l’IA, ces mêmes commutateurs relient désormais des milliers de processeurs graphiques dans un même cluster, et la plateforme 1,6 térabit présentée au deuxième trimestre vise ces réseaux.

Le deuxième trimestre 2026 a atteint 3,036 Md$ de revenus, dont 2,605 Md$ de produits et 430 M$ de services, pour un résultat net de 1,21 Md$. La marge opérationnelle GAAP s’établit à 45,4 %. Les revenus différés, 6,87 Md$ fin juin, et les 9,7 Md$ d’engagements d’achat auprès des sous-traitants montrent une entreprise qui prépare des livraisons importantes.

La dépendance est forte. Deux clients finaux, que la société ne nomme pas, ont représenté 26 % et 16 % du chiffre d’affaires de 2025, et les deux premiers revendeurs 52 % des créances. Leur marge brute pèse sur celle d’Arista, passée de 65,2 % à 62,9 % en un an.

", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.moat", "value": "L’avantage d’Arista tient à EOS, un logiciel unique sur toute la gamme, et à la confiance des plus grands opérateurs de centres de données. Il est solide techniquement, mais le pouvoir de négociation reste chez deux clients qui pèsent plus de 40 % des ventes.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.moat" }, { "path": "business.segments.0.revenue", "value": "2,605 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "86 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.1.revenue", "value": "430,5 M$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "14 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Arista 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Arista 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000013/anet-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-02-17", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 4 août et 10-Q ; prochaine date non confirmée.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "news.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Premier trimestre au-dessus de 3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le lendemain, le titre a ouvert à 210,19 $ et touché 214,89 $ avant de clôturer à 197,31 $ : le marché a vendu la hausse dans la séance.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Le 10-Q affiche 6,87 Md$ de revenus différés", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Des ventes déjà contractées qui soutiennent les prochains trimestres, avec 9,7 Md$ d’achats engagés auprès des sous-traitants.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000175/anet-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.detail", "value": "La société garde sa trésorerie malgré un programme restant de 817,9 M$, alors que les initiés vendent.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000175/anet-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "3,036 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+37,7 % sur un an, communiqué du 4 août", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "62,9 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 65,2 % un an plus tôt", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "45,4 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "49,9 % en données ajustées", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "Environ 3,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Marge opérationnelle ajustée de 48 à 49 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.metric", "value": "Revenus différés au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.metric" }, { "path": "fundamentals.rows.4.value", "value": "6,87 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Contre 5,37 Md$ au 31 décembre 2025", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "9,7 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Dont 9,4 Md$ à moins de douze mois", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.metric", "value": "Part des deux premiers clients (2025)", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.metric" }, { "path": "fundamentals.rows.6.value", "value": "26 % et 16 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Clients finaux non nommés, 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "10,54 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "4,64 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Résultat opérationnel + amortissements, douze mois au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "4,04 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.value", "value": "13,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Liquidités et titres de dette courants au 30 juin 2026, aucune dette financière", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.value", "value": "52,4×", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "63,4×", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Douze mois glissants : capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus une croissance de 37,7 % au dernier trimestre : le marché paie plusieurs années de croissance.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "102,55 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à vingt-cinq fois l’EBITDA GAAP par hypothèse, trésorerie du 2026-06-30 inchangée, soit −50 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Arista 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Arista 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000175/anet-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : bénéfice par action GAAP de 0,95 $ et ajusté de 1,02 $, contre 0,70 $ et 0,73 $ un an plus tôt. La guidance du troisième trimestre vise environ 3,3 Md$ de revenus, une marge opérationnelle ajustée de 48 à 49 % et un bénéfice ajusté de 1,06 à 1,08 $ par action. Le recul de la marge brute GAAP, de 65,2 % à 62,9 %, reste le point à suivre. Aucune date de prochaine publication n’est confirmée par l’émetteur à ce jour.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Arista 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "1 261 224 648 actions au 30 juillet 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "4 milliards d’actions ordinaires autorisées ; aucune action préférentielle émise.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre moyen d’actions diluées passe de 1,271 à 1,276 milliard entre les deuxièmes trimestres 2025 et 2026, soit environ 0,4 % de dilution annuelle par la rémunération en actions. Aucun rachat au premier semestre 2026, contre un programme dont il reste 817,9 M$ ; aucune émission d’actions, aucun convertible et aucune dette financière ne figurent dans les dépôts.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Arista 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000175/anet-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Arista 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001596532-26-000174", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre 2026 : premier trimestre au-dessus de 3 Md$, à 3,036 Md$ (+37,7 % sur un an), marge opérationnelle GAAP de 45,4 %, mais marge brute GAAP en recul à 62,9 % contre 65,2 %. Prévision du troisième trimestre à environ 3,3 Md$ de revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/ex991q226-earningsrelease.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001596532-26-000175", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 30 juin 2026 : revenus différés de 6,87 Md$ contre 5,37 Md$ fin 2025, 9,7 Md$ d’engagements d’achat non annulables, aucun rachat d’actions au premier semestre et 817,9 M$ restant sur le programme de 1,5 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000175/anet-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K / Exhibit 99.1 (Marvell)", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001835632-26-000022", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Communiqué de Marvell, fournisseur de puces optiques et d’interconnexion des réseaux de clusters : la société annonce une journée investisseurs le 6 octobre 2026 pour présenter sa stratégie de long terme dans l’infrastructure de l’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-02-17", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001596532-26-000013", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Rapport annuel de l’exercice 2025 : deux clients finaux, non nommés, ont représenté 26 % et 16 % du chiffre d’affaires, et les deux premiers revendeurs 52 % des créances au 31 décembre 2025. Plus de 40 % des ventes dépendent donc de deux acheteurs.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000013/anet-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Deux clients à 42 % des ventes : une pause de capex chez l’un d’eux se lirait immédiatement dans les revenus.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.3", "value": "Les ventes d’un cofondateur détenteur de plus de 10 %, sans rachat de la société en face, pèsent sur l’offre de titres.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 57.88, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 3.69, 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haut du 5 août. Avant activation, aucune entrée ; une clôture sous 181,27 $, plus bas du 3 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $214.89, le plus haut de la séance qui a suivi les résultats. Après activation, stop sous $200.75, plus bas du 23 septembre, soit 1,8 ATR sous le déclencheur. Supports : 200,75 $, 192,98 $ et 181,27 $. Résistances : 208,26 $, 211,45 $ et 214,89 $.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "1,39 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "1,96 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Vendeurs nets. Andreas Bechtolsheim, cofondateur et détenteur de plus de 10 %, a déclaré 19 ventes pour 600 000 actions, environ 120,5 M$, du 27 août au 17 septembre. Kenneth Duda, président et directeur technique, a vendu 43 333 actions, environ 8,8 M$, le 21 septembre après exercice d’options ; ses autres mouvements déclarés sont des transferts sans prix. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.recentTransactions.0.date", "value": "2026-09-17", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.date" }, { "path": "insiders.recentTransactions.0.insider", "value": "Andreas Bechtolsheim — détenteur de plus de 10 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.insider" }, { "path": "insiders.recentTransactions.0.shares", "value": "600 000", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.shares" }, { "path": "insiders.recentTransactions.0.value", "value": "120,5 M$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.value" }, { "path": "insiders.recentTransactions.1.date", "value": "2026-09-21", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.date" }, { "path": "insiders.recentTransactions.1.shares", "value": "43 333", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.shares" }, { "path": "insiders.recentTransactions.1.value", "value": "8,8 M$", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.value" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "203,47 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+3,00 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+8,14 %", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Le réseau suit le capex des grands clouds plus que les taux. Le 10 ans américain à 5,11 % le 23 septembre, plus haut depuis juillet 2007, pèse néanmoins sur un multiple de croissance élevé.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque d’Arista est commercial avant d’être technique : deux clients pèsent plus de 40 % des ventes et leur poids se lit déjà dans la marge brute. Ajoutez un cofondateur vendeur et un titre qui n’a pas repris le plus haut de sa dernière publication : la croissance est réelle, le prix l’a en partie escomptée.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "26 % et 16 % du chiffre d’affaires de 2025, clients non nommés.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Deux revendeurs à 52 % des créances.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "62,9 % au deuxième trimestre contre 65,2 % un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "Environ 120 M$ vendus par le cofondateur en trois semaines.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.pedagogy", "value": "Le 5 août, le titre a ouvert en hausse après la publication puis a été vendu toute la séance : un plus haut de réaction non repris devient une résistance. Au-dessus, la liquidité reste bonne, mais un gap à l’ouverture peut faire payer plus que le plafond ; le slippage compte sur une entrée aussi serrée. Fixer la taille de position à partir de la distance au stop et d’un budget de perte, pas de l’objectif. Ne pas anticiper : attendre la clôture au-dessus du déclencheur.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 181,27 $ abandonne le scénario. Activation : clôture au-dessus de 214,89 $, puis achat à l’ouverture suivante seulement sous 216,48 $. Après activation : stop sous 200,75 $. Le plan rejeté du 28 août n’est pas repris.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 214.89, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 200.75, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 240.1, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 248.51, "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-6.6%", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+11.7%", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+15.6%", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.78 TP1 / 1:2.38 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 5 août, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 216,48 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Le plafond n’est qu’à 1,59 $ au-dessus du déclencheur : un écart d’ouverture plus large annule l’entrée, il ne se rattrape pas. Sur les 250 dernières séances, 82 ouvertures ont dépassé la clôture de la veille de plus de 1,59 $, soit environ 33 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 1,64 $. Objectifs : TP1 aux trois quarts de la hauteur du couloir au-dessus du déclencheur, TP2 à sa hauteur entière. Liquidité : environ 926 M$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 15,73 $ par action, donne 6 actions.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché doute qu’Arista garde sa marge face à des clients qui pèsent 42 % des ventes et à un concurrent qui livre ses clusters avec leur réseau ; il l’a montré en vendant le plus haut du 5 août. Avant activation, surveillance seulement, et une clôture sous 181,27 $ abandonne le scénario. Une clôture au-dessus de $214.89 signalerait que ce doute est absorbé ; l’achat n’a lieu qu’à l’ouverture suivante et sous 216,48 $. Après activation, le stop sous $200.75 coupe une fausse sortie. TP1 à 240,10 $, TP2 à 248,51 $. Ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 5 août, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Deux dates dans l’horizon : les résultats de Micron le 30 septembre après la clôture, selon deux calendriers de données, et la journée investisseurs de Marvell le 6 octobre ; chacune peut ouvrir un gap sur les valeurs de l’infrastructure d’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "La fin des ventes déclarées du cofondateur, visible dans les prochains formulaires 4.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 181,27 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 200,75 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 216,48 $ après la clôture de déclenchement : pas d’achat, le R/R deviendrait insuffisant.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Revenus en hausse de 37,7 %, premier trimestre au-dessus de 3 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Revenus différés de 6,87 Md$, en hausse de 28 % en six mois.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Aucune dette et une trésorerie de plus de 13 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/ANET/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "1c567eff3913bcf4aac10257d5fae7398c7ce29829bbbea7dce84605bdd782b1", "source_pointer": 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