Added to YB: 2026-03-17
Pitch date: 2026-03-14
ANET [neutral]
Arista Networks, Inc.
+1.11%
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
$167.8B
Pitch Price
$133.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.99
P/E
48.57
EV/Sales
17.45
Sector
Communications Equipment
Category
growth
Arista Networks ($ANET): Outstanding ROIC & Growth, But A Valuation Pricing in Perfection
ANET (overview): Rev +30% YoY on hyperscaler CapEx; 47.7% ROIC vs Cisco 9.7%, Juniper 6.2%; zero debt, $3.7B FCF vs $32M capex. Bull: data center buildout early stage, inference scaling demands more networking, MAG-7 AI arms race sustains spend. Bear: NVIDIA Spectrum-X Ethernet threatens moat, 50% rev from 5 customers, trades 48x P/E, 39x fwd P/E, 19x P/S—priced for perfection with limited margin of safety.
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