Geopolitics Alpha

8-K - Arista Networks, Inc. (0001596532) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Arista Networks filed an 8-K with the SEC on Nov 3 (a notice of a material company event).
  • Exposed: ANET, XLK, CSCO, FFIV, EXTR
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - Arista Networks, Inc.(0001596532) (Filer)ANETGEOPOLITICS ALPHA

8-K - Arista Networks filed an 8-K with the SEC on Nov 3 (a notice of a material company event).

Directly affected

  • ANET Arista Networks-20.0% 30d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+9.2% 14d

    Technology Select Sector SPDR holds the technology sector that Arista Networks belongs to, so it often moves with news about it.

  • CSCO Cisco Systems-4.5% 30d

    Cisco Systems is a peer of Arista Networks in computer communications equipment; rivals often move on the same news.

  • FFIV F5-28.4% 30d

    F5 is a peer of Arista Networks in computer communications equipment; rivals often move on the same news.

  • EXTR Extreme Networks+0.8% 14d

    Extreme Networks is a peer of Arista Networks in computer communications equipment; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ANET+9.94%-0.65%baseafter closeafter closeafter closeafter close
XLK+8.28%+1.71%baseafter closeafter closeafter closeafter close
CSCO+7.24%+1.58%baseafter closeafter closeafter closeafter close
FFIV+10.37%+2.13%baseafter closeafter closeafter closeafter close
EXTR+7.14%-0.96%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-03 AccNo: 0001596532-26-000252 Size: 433 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Arista Networks (ANET) since “8-K - Arista Networks, Inc. (0001596532) (Filer),” compared with the market

CompanyWhenMoveStatus
Arista Networks (ANET)three days earlier-0.65%final price
Arista Networks (ANET)five days earlier+9.94%final price
Cisco Systems (CSCO)three days earlier+1.58%final price
Cisco Systems (CSCO)five days earlier+7.24%final price
Extreme Networks (EXTR)three days earlier-0.96%final price
Extreme Networks (EXTR)five days earlier+7.14%final price
F5 (FFIV)three days earlier+2.13%final price
F5 (FFIV)five days earlier+10.37%final price
Select Sector Spdr Tr (XLK)three days earlier+1.71%final price
Select Sector Spdr Tr (XLK)five days earlier+8.28%final price

Members of Congress who traded Arista Networks (ANET) near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Arista Networks, Inc. (0001596532) (Filer)”

Companies mentioned with this story

  • ANET Arista Networks

    For “8-K - Arista Networks, Inc. (0001596532) (Filer),” Arista Networks (ANET) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> ANET

  • XLK Select Sector Spdr Tr

    For “8-K - Arista Networks, Inc. (0001596532) (Filer),” Select Sector Spdr Tr (XLK) is linked, with no stored direction, medium confidence. Reason on file: Technology Select Sector SPDR holds the technology sector that Arista Networks belongs to, so it often moves with news about it

  • CSCO Cisco Systems

    Cisco Systems (CSCO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “8-K - Arista Networks, Inc. (0001596532) (Filer).” Reason on file: Cisco Systems is a peer of Arista Networks in computer communications equipment; rivals often move on the same news

  • FFIV F5

    F5 (FFIV) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “8-K - Arista Networks, Inc. (0001596532) (Filer).” Reason on file: F5 is a peer of Arista Networks in computer communications equipment; rivals often move on the same news

  • EXTR Extreme Networks

    For “8-K - Arista Networks, Inc. (0001596532) (Filer),” Extreme Networks (EXTR) is linked, with no stored direction, medium confidence. Reason on file: Extreme Networks is a peer of Arista Networks in computer communications equipment; rivals often move on the same news

How “8-K - Arista Networks, Inc. (0001596532) (Filer)” reaches Arista Networks (ANET)

Arista Networks (ANET) is the company in “8-K - Arista Networks, Inc. (0001596532) (Filer),” the 3 Nov 2026 this story story.

What ties Arista Networks (ANET) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> ANET

Also listed, Select Sector Spdr Tr (XLK): Technology Select Sector SPDR holds the technology sector that Arista Networks belongs to, so it often moves with news about it

The price range for Arista Networks (ANET), and the dates in the story

ANET traded between 163.23 and 217.35 across 20 sessions. The latest close on file is 164.13. CSCO traded between 101.41 and 118.64 across 20 sessions. The latest close on file is 101.69. XLK traded between 190.99 and 201.38 across 11 sessions. The latest close on file is 201.01.

How solid “8-K - Arista Networks, Inc. (0001596532) (Filer)” looks

40 out of 100

“8-K - Arista Networks, Inc. (0001596532) (Filer)” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.