Added to YB: 2025-05-21
Pitch date: 2025-05-20
ANET [neutral]
Arista Networks, Inc.
+35.96%
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
$166.7B
Pitch Price
$92.77
Price Target
102.00 (-19%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Arista Networks Inc - $ANET
ANET (earnings update): Re-established 3% position after dip below $90. 28% rev growth to $2B in Q1, 27-30% profit growth. $102 DCF target (6.4% upside) at 32x P/E. Strong AI/cloud play with 18-19% rev CAGR, 42.3% op margin, 52% ROIC. Risks: tariffs (1-1.5% margin hit), 40%+ revenue from MSFT/Meta.
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