Arista Networks (ANET) — What Changed

Material changes in the AI committee's view · 4 events tracked · Detected nightly

← OverviewHistoryWhat ChangedEarningsSimilar
2026-07-10 MINOR
▼ Agreement Shift

ANET's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 3 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-10 MATERIAL
▲ Score Change

ANET's Committee score moved from 57.90 to 62.94 (+5.04, 3 day(s) apart).

57.90 → 62.94 (+5.0)

2026-07-10 MATERIAL
— Conviction Change

ANET's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

ANET moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →