Added to YB: 2025-11-18
Pitch date: 2025-11-15
ANET [(earnings)]
Arista Networks, Inc.
-5.02%
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
$131.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
JRo's Notes: Arista Q3:2025 Earnings
ANET (earnings): Q3 rev +27.5%, FCF margin 55%, ROE 31%. AI rev $1.5B (17%) in 2025, targeting $2.75B (25%) in 2026. TAM raised to $105B by 2029. 2026 guide: 20% rev growth to $10.65B, 62-64% gross margins, 43-45% op margins. Only vendor selling both front-end/back-end AI networking outside China. Strong partnerships w/ OpenAI, AMD, others.