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# Arista Jumps the Tier Line: The Scorecard's Biggest Move of the Day
- URL: https://www.altamiraequity.com/scorecard-anet-tier2-2026-11-07/
- Published: 2026-11-08T15:42:33.000Z
- Updated: 2026-11-10T07:40:02.000Z
- Description: One name did the day's heavy lifting. Arista Networks (ANET) rose +5.8 points to a total score of 71.1 — the largest single-day gain anywhere in the 515-name scored universe — crossing from an implied ~65.3 in the prior edition into Tier 2 (the ≥70 band).
- Author: Altamira Capital
- Tags: Research, #qc-review, Scorecard

*Altamira Equity Research — Scorecard Notes. Source: External 516 KPI Scorecard, edition dated 7 November 2026 (prices as of the 6 November 2026 close; 515 of 516 names scored). All scores, pillars and KPI values below are taken directly from that edition's dataset.*

## The headline

One name did the day's heavy lifting. **Arista Networks (ANET)** rose **+5.8 points to a total score of 71.1** — the largest single-day gain anywhere in the 515-name scored universe — crossing from an implied \~65.3 in the prior edition into **Tier 2** (the ≥70 band). It is one of only two names to cross into Tier 2 in this edition, and the only one to do it on a big move: APA Corporation (APA) also crossed, edging from an implied \~69.1 to 70.5 (+1.4).

The crossing was not cosmetic. Arista also cleared the scorecard's 13-criterion quality-control gate as **QUALIFIED, passing 11 of 13 criteria** — putting it in a small group: just **13 of 515 names** in this edition carry a QUALIFIED verdict, and only five of them sit in Tier 2.

## Why the score moved — the named KPIs

The dataset attributes Arista's profile to four pillar strengths — quality, growth, health and moat — and the underlying cells back that up:

- **Growth pillar: 100.0** — the maximum. Revenue grew at a 27.1% three-year CAGR and diluted EPS at a 40.6% five-year CAGR in the dataset.
- **Health pillar: 100.0** — also the maximum.
- **Quality pillar: 78.4**, anchored by a 22.3% five-year average return on invested capital.
- **Moat pillar: 87.9**.
- **Valuation:** at a price of $170.80 against fair value of $230.00, the dataset's margin-of-safety cell reads **+25.7%** — one of the more comfortable cushions among Tier 2 names, several of which trade above fair value in this edition.

![The four pillar strengths the dataset attributes to Arista — growth, health, moat and quality — in the edition that lifted its total score to 71.1](https://www.altamiraequity.com/content/images/2026/11/scorecard-anet-tier2-2026-11-07-pillars.png)

The four pillar strengths the dataset attributes to Arista — growth, health, moat and quality — in the edition that lifted its total score to 71.1\. Source: External 516 KPI Scorecard dataset, as quoted in this note.

## The honest counterweight

Two cells argue for patience rather than celebration, and both are in the dataset:

- **Trend state: PULLBACK.** Arista's state classification is PULLBACK, not UPTREND — the score jumped while the price trend is still in a pullback posture. Its RSI-14 reads 43.4, and it sits only +2.8% above its 200-day moving average.
- **Shareholder pillar: 37.6** — the dataset's named weakness for Arista, and its free-cash-flow yield is a modest 2.3% against a next-twelve-months P/E of 30.4×.

In other words: the fundamentals half of the scorecard moved decisively; the technical half has not confirmed yet. That gap is precisely what the next few editions will resolve, one way or the other.

## The supporting story: quality is scarce at the top

The wider edition underlines how selective the top of the table is. There are **no Tier 1 names** (≥80) in this edition; Tier 2 holds just 21 names, Tier 3 holds 94, and 400 names sit in Tier 4\. Trend states across the universe are mixed — 110 UPTREND against 150 DRIFTING and 139 MIXED — so Arista's jump happened against a broadly unsettled tape, not a rising tide.

The day's second-largest gainer makes the same point from a different angle. **Taiwan Semiconductor (TSM)** rose **+5.3 to 67.8** and is one of only three names in the entire universe with a **perfect 13-of-13 QC pass** (alongside ResMed and ASML) — quality 79.2, growth 86.3, health 96.0, moat 86.8, and a margin of safety of +29.7% versus fair value of $534.00 at a $375.44 price. Yet TSM remains Tier 3, held back by the dataset's named weakness — its technicals: a 6-month relative-strength rank of 24 and a price 6.5% below its 200-day average. Fundamentals say qualified; the trend has not yet agreed.

![The shape of the edition Arista crossed into: names per tier (no Tier 1, 21 in Tier 2) and the split of trend states across the universe, as stated in this note](https://www.altamiraequity.com/content/images/2026/11/scorecard-anet-tier2-2026-11-07-edition.png)

The shape of the edition Arista crossed into: names per tier (no Tier 1, 21 in Tier 2) and the split of trend states across the universe, as stated in this note. Source: External 516 KPI Scorecard dataset.

## What to watch next

- Whether Arista's PULLBACK state flips as the +5.8 fundamental jump meets the price trend — confirmation or rejection will show up first in its trend-state and relative-strength cells.
- Whether TSM's perfect QC pass converts into a Tier 2 crossing (it needs +2.2 points) if its technical cells repair.
- Whether Tier 2 holds its new members: APA crossed by a thin +1.4, and PTC Inc. (70.6) fell −4.5 in the same edition, a reminder that the tier line cuts both ways.

*Sources: External 516 KPI Scorecard dataset, edition 2026-11-07 (kpi-full-2026-11-07.json) — total scores, tier assignments, pillar scores, named KPI cells (ROIC, revenue/EPS CAGRs, margin of safety, FCF yield, P/E NTM, RSI-14, distance vs SMA-200, relative-strength rank), QC gate verdicts, and trend-state classifications as published in that edition. Fair value is stated as published in the dataset. This note is research commentary on a published scorecard, not investment advice.*