Professional
Added to YB: 2025-07-02
Pitch date: 2025-06-30
ANET [bullish]
Arista Networks, Inc.
+21.94%
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
$102.31
Price Target
150.00 (+20%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Evercore Sees $150+ Bull Case for Arista
ANET: Evercore maintains Outperform, PT $110 (bull case $150+). Multiple upside catalysts: durable growth into CY25/26, underappreciated EOS architecture relevance for AI networks. Bears cite white box risk, valuation concerns, GM sustainability. Analyst sees EPS potential of $5.50 by CY29 if cloud capex grows.
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