Professional
Added to YB: 2025-03-10
Pitch date: 2025-03-05
ANET [bullish]
Arista Networks, Inc.
+50.8%
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
$83.64
Price Target
115.00 (-9%)
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
UBS Raises Arista Networks (ANET) PT to $115, Citing Strong Growth
ANET upgraded to Buy at UBS: $115 PT (+34%). Data center capex CAGR 25% thru 2027. Key metrics acceleration suggests CY25 rev growth could hit 25% vs 17% guidance. Trading at 35x/28x CY25/26 EPS est. $2.51/$3.00. Attractive risk/reward.
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