Professional
Added to YB: 2026-09-17
Pitch date: 2026-07-21
ANET [bullish]
Arista Networks, Inc.
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.
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
$236.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.18
P/E
59.44
EV/Sales
21.21
Sector
Communications Equipment
Category
growth
SGA U.S. Large Cap Growth New Position: Arista Networks, Inc.
ANET: Arista is a high-quality compounder positioned for the structural buildout of data-center networking and cloud and AI-driven workloads. Its EOS platform, embedded hyperscaler deployments and 100G-to-400G/800G upgrades support repeatable demand despite hardware comprising approximately 85% of revenue; gross margins are 60-65% and non-GAAP operating margins exceed 40%. Key risks include hyperscaler concentration, competition, deferred-revenue variability and supply-chain dependencies.
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