Professional
Added to YB: 2025-05-01
Pitch date: 2025-04-30
ANET [bullish]
Arista Networks Inc
+0.08%
current return
Author Info
Deep Sail Capital's strategy puts more emphasis on business models and growth potential than solely on valuations. They seek to understand in depth the industry dynamics of the companies we are invested in. The fund has three core investment focuses: quality, microcaps, and special situations. Follow on Twitter/X.
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
$98.3B
Pitch Price
$87.77
Price Target
156.00 (+90%)
Dividend
N/A
Sector
Communications Equipment
Category
growth
Deep Sail Capital Portfolio Holding: Arista Networks Inc.
ANET: Leader in cloud networking w/ EOS & CloudVision software on Ethernet architecture. Competes w/ Nvidia's InfiniBand in AI space. Strong position in Ultra Ethernet Consortium. 80% GM services, 60% hardware. No debt, ongoing buybacks. AI datacenter market to hit $100B by 2030 (30% CAGR). 31.4x NTM P/E but projects 25%+ IRR over 3 years.
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