Added to YB: 2026-02-17
Pitch date: 2026-02-13
ANET [neutral]
Arista Networks, Inc.
-2.42%
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
$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
Arista Networks, Inc. Q4 2025 Snapshot
ANET (earnings): Q4 rev $2.49B +28.9% YoY, EPS $0.75 +19% beat; 63% gross margin, 42% op margin, 49% FCF margin. FY rev $9B +28.6%, guides $11.25B 2026 (+25%); AI networking raised to $3.25B. 800G >100 customers, 1.6T in dev. Net margin -3.1pp to 38% on chip costs. ~23x EV/S, ~58x fwd P/E prices in AI growth but cost pressure risk.
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