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Added to YB: 2024-05-13

Pitch date: 2024-05-10

ANET [bullish]

Arista Networks, Inc.

+59.91%

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

$78.02

Price Target

N/A

Dividend

N/A

EV/EBITDA

42.65

P/E

50.33

EV/Sales

18.53

Sector

Communications Equipment

Category

growth

Show full summary:
What Does Arista Networks Do?

ANET: Networking giant powering data centers & AI, valued at $100B. Key partner for AMD, Broadcom, Intel vs NVDA. Founded by tech pioneers, strong financials w/ 46% op margin, $7B 2024 rev. Competes w/ CSCO, JNPR; critical for MSFT, META spending $1B+ each. Well-positioned for AI & cloud growth.

Read full article (7 min)