Added to YB: 2025-08-12
Pitch date: 2025-08-09
ANET [neutral]
Arista Networks, Inc.
-9.43%
current return
Author Info
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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
$137.75
Price Target
105.00 (-16%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Arista Networks - $ANET
ANET (earnings update): Solid Q2 with 30.4% YoY revenue to $2.2B, 41% op profit growth, raised 2025 guidance to 25% growth ($8.75B). Dominating AI networking, targeting $1.5B+ from back-end AI (from 0 in 2022). 25-30 new enterprise customers beyond 4 major 'Titans.' VeloCloud acquisition expanding TAM. 39% CAGR since IPO at 43x 2Y forward P/E.
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