Added to YB: 2026-02-17
Pitch date: 2026-02-14
ANET [neutral]
Arista Networks, Inc.
-2.42%
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
$178.3B
Pitch Price
$140.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
51.49
EV/Sales
18.61
Sector
Communications Equipment
Category
growth
ANET: Strong Growth Ahead as Market Diversifies Away from Nvidia
ANET (earnings): Q4 beat w/ $2.49B rev, $0.82 EPS; FY25 rev $9.01B (+28.6% YoY). Q1'26 guide +30% YoY on AI networking. FY26 AI rev guidance doubled; gaining share vs NVDA. Mgmt expects 25%+ FY26 growth, op margin ~45-46%. Memory scarcity driving price increases on select SKUs. Scale-up Ethernet trials Q4'26, production 2027. AMD now 20-25% of new deployments, weakening NVDA bundling power
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