Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-15
ANET [neutral]
Arista Networks, Inc.
+80.48%
current return
Author Info
No bio for this author
Company Info
Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$166.7B
Pitch Price
$69.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
N/A
Giverny Capital Asset Management Portfolio Holding: Arista Networks Inc.
ANET (increased position): Added modestly after 40% price drop from Jan peak. Makes networking equipment for hyperscale cloud/AI data centers. Stock up 10x from Apr 2020-Jan 2024, then fell on concerns about economic returns justifying multi-year AI data center build-out.
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