Added to YB: 2026-08-05
Pitch date: 2026-05-28
ANET [bullish]
Arista Networks, Inc.
+19.32%
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
$236.9B
Pitch Price
$157.40
Price Target
200.00 (+1%)
Dividend
N/A
EV/EBITDA
48.18
P/E
59.44
EV/Sales
21.21
Sector
Communications Equipment
Category
growth
Arista Networks, Inc. - $ANET
ANET: ~$150, $190bn cap AI Ethernet leader; ~$9.7bn LTM rev, 64% GM, 43% op margin. CY26 guide $11.5bn (+28%) is supply- not demand-constrained. 30%+ growth thru CY28-30, EPS $6.50-7 CY28 vs $5.25 Street. Billings +54%, deferred $3.6bn. Target $200-250 (33-67%). Risk: MSFT/Meta 42% concentration, NVDA Spectrum-X, white-box, CPO.
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