Professional
Added to YB: 2025-02-06
Pitch date: 2024-12-31
ANET [bullish]
Arista Networks, Inc.
+12.07%
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
$166.7B
Pitch Price
$111.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Baron Opportunity Fund New Position: Arista Networks Inc.
ANET: Leading network provider for data centers & cloud. AI buildout driving demand for backend & frontend networking. Shift from InfiniBand to Ethernet beneficial. Proprietary analysis suggests upside to 2025 AI revenue guidance. Well-positioned for enterprise market share gains. Strong growth potential from AI & secular trends.
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