Added to YB: 2026-03-31
Pitch date: 2026-03-28
ANET [neutral]
Arista Networks, Inc.
-4.82%
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
$151.8B
Pitch Price
$122.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.92
P/E
43.92
EV/Sales
15.67
Sector
Communications Equipment
Category
value
Arista Networks, Inc. - $ANET
ANET (overview): Strong moat (7.9/10), zero debt, $2.4B cash, 64% gross margin (80% services). TAC provides 24/7 support for network switches critical to AI clusters. Risk: 42% revenue from 2 customers (26%+16%), competitive threats (Cisco, Broadcom, Nvidia). Insiders haven't bought in 5yrs. Priced for 20.3% FCF CAGR over 10yrs—perfection unlikely.
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