Added to YB: 2025-08-08
Pitch date: 2025-08-07
ANET [neutral]
Arista Networks, Inc.
-9.82%
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
$139.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
$ANET | Arista Networks Q2 2025 Highlights
ANET (earnings update): Q2'25 stellar w/ rev $2.21B (+30.4% YoY) & non-GAAP op profit $1B, but Q3 guidance signals just 1.8% QoQ growth. Cloud giants in 'digestion period'? VeloCloud acquisition + hiring ex-Cisco exec Nightingale targets enterprise market expansion to reduce cloud customer dependency. AI networking remains long-term growth driver.
Read full article (5 min)