Professional
Added to YB: 2025-12-13
Pitch date: 2025-10-27
ANET [neutral]
Arista Networks, Inc.
-20.34%
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
$156.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
BBH Select Series - Mid Cap Fund Portfolio Holding: Arista Networks, Inc.
ANET (holding update): +42.4% Q3, leading data center/AI switches provider. Strong Q2 beat on revenue, margins, EPS. 2025 revenue guidance raised to 25% from 17%, 2026 at 14%. AI revenue targets $1.5B this year, $2.75B next (+60-70%), reaching 25% of total revenue. Mid-teen growth through 2029.
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