Added to YB: 2025-05-26
Pitch date: 2025-03-31
ANET [neutral]
Arista Networks, Inc.
+61.71%
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
$77.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Renaissance Investment Management Large Cap Growth Strategy Portfolio Holding: Arista Networks Inc
ANET (holding update): Shares dropped post in-line guidance, raising concerns about capital investment sustainability. Despite disappointment in stock reaction, strong demand for data center switching products remains, which are essential to secular cloud computing growth.
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