Added to YB: 2025-06-24
Pitch date: 2025-05-06
ANET [bearish]
Arista Networks, Inc.
-46.87%
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
$85.88
Price Target
66.00 (-48%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
N/A
Reshaped and recharged – Eniro’s next chapter
ANET short: Cloud titan revenue (~48% of sales) facing headwinds across all major accounts: META shifting back to Tomahawk-based switches, MSFT 400G upgrade tapering, ORCL moving to 100% whitebox, GOOG temporary deal ending. Growth decelerating from high 20s to ~10% by 2026. Multiple compression from 36x to low-mid 20s P/E likely. PT: $66.
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