Added to YB: 2026-08-11
Pitch date: 2026-08-08
ANET [neutral]
Arista Networks, Inc.
-0.5%
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
$238.0B
Pitch Price
$192.49
Price Target
300.00 (+59%)
Dividend
N/A
EV/EBITDA
48.41
P/E
59.71
EV/Sales
21.31
Sector
Communications Equipment
Category
growth
Arista Delivers a Near-Perfect Q2: $3B Revenue, 50% Margins and Raised Guidance
ANET (earnings): Q2 rev $3.04B (+38% YoY), first time above $3B; non-GAAP EPS $1.02; adj op margin 49.9%; FY26 guide raised to $12.6B (~40% growth), supply-limited. AI fabrics >100 customers, scale-across ~$1.2B. $13.3B cash. Trades ~46x '26 EPS ($4.10). Fair, not cheap — author waits for <$175 to add, aggressive at $150-165. 2028 base case $240-245 (~10-11%/yr), bull $300.
Read full article (8 min)