Added to YB: 2025-06-26
Pitch date: 2025-05-08
ANET [bullish]
Arista Networks, Inc.
+41.61%
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
$88.10
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 Inc - $ANET
ANET: Leading cloud networking with best-in-class EOS software. 90% AI training uses Nvidia's InfiniBand, but Arista's Ethernet dominates general datacenter needs. Ultra Ethernet coming 2025-26. 18% growth CAGR, 24x EBITDA. Services growing 30%+ with 80% margins. $100B AI datacenter market by 2030. 25%+ 3yr IRR potential.
Read full article (6 min)