Added to YB: 2025-12-12
Pitch date: 2025-12-10
ANET [neutral]
Arista Networks, Inc.
-9.72%
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
$135.53
Price Target
160.00 (+27%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
Artista Write-up w/Mgmt Analysis (ANET)
ANET (overview): At intersection of cloud Ethernet & AI infrastructure buildout; targeting $1.5B AI revenue 2025, $2.75B 2026 from scale-out/across networks; expanding into campus ($1.25B 2026 target) & enterprise; trades 45-50x forward P/E on 20%+ growth but priced for perfect execution with hyperscaler concentration risk.
Read full article (24 min)