Added to YB: 2026-02-23
Pitch date: 2026-02-19
ANET [bullish]
Arista Networks, Inc.
-2.37%
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
$175.3B
Pitch Price
$136.02
Price Target
188.00 (+37%)
Dividend
N/A
EV/EBITDA
41.90
P/E
50.74
EV/Sales
18.28
Sector
Communications Equipment
Category
growth
Big Trade Collecting $1 Million to Bet on Arista ($ANET)
ANET: Trader sold 8K April'26 $105 puts at $1.20, break-even $103.80 (25% below current $139). Q4 crushed: raised 2026 rev guidance to $11.25B, doubled AI networking target to $3.25B. Analyst median PT $175, bulls at $184-$188. Harvesting post-earnings vol as stock consolidates after 10% earnings pop.
Read full article (1 min)