Added to YB: 2025-05-05
Pitch date: 2025-04-30
ANET [bullish]
Arista Networks, Inc.
+42.14%
current return
Author Info
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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
$87.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Arista Networks Stock Analysis & Deep Dive
ANET: High-performance networking leader with cutting-edge 800G switches for AI/cloud deployments. Overtook Cisco in 2024 with highest market share in data center switching. $70B TAM by 2028. Strong AI positioning with key customers Microsoft (20% rev) & Meta (15%). EOS software differentiator, 42% below ATH despite 1700% growth since IPO.
Read full article (12 min)