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positive_eps_streak on Arista Networks, Inc. (ANET)

SIC 3576 — Computer Communications Equipment · CIK 1596532 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on ANET

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-172026-02-17-2.13%-9.69%-6.67%
FY20242025-02-192025-02-19-0.50%-7.26%-18.76%-7.55%+27.78%
FY20232024-02-132024-02-13+0.06%-4.15%+5.72%+11.51%+61.00%
FY20222023-02-142023-02-14+0.05%-4.42%+8.72%-1.73%+88.39%
FY20212022-02-152022-02-15+1.92%-9.06%-4.43%-21.76%+9.03%
FY20202021-02-192021-02-19-6.04%-10.00%-8.27%+4.77%+66.24%
FY20192020-02-142020-02-14+1.04%-4.35%-29.73%-1.06%+42.60%
FY20182019-02-152019-02-15+2.13%+5.82%+13.35%-5.71%-14.46%
FY20172018-02-202018-02-20-4.65%+3.80%+14.33%-0.21%+8.35%
FY20162017-02-172017-02-17+2.99%+1.12%+9.47%+23.85%+109.68%
FY20152016-02-252016-02-25+2.01%-0.83%-12.78%+3.64%+78.23%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/1596532/financials