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Arista Jumps the Tier Line: The Scorecard's Biggest Move of the Day

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).

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The four pillar strengths the dataset attributes to Arista — growth, health, moat and quality — in the edition that lifted it

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
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
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.

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