Sporeshare
05-25

$Arista Networks(ANET)$  

1st quarter 2025 of total Revenue 2b and EPS of 0.65 beat market expectations.  Price has since risen up from 70+ to 91+. Forward PE of about 35x for 2025 and 30x for 2026 looks like price. I think Price may continue to trend higher towards 100 and above. Fund analysts has a medium price target of about 112.

Not a call to buy or sell!

Pls dyodd. 

Arista Networks is an industry leader in data-driven, client to cloud networking for large data center/AI, campus and routing environments. Arista’s award-winning platforms deliver availability, agility, automation, analytics and security through an advanced network operating stack

Arista was founded by industry luminaries Andy Bechtolsheim, Ken Duda and David Cheriton, launched in 2008 and is led by CEO Jayshree Ullal. Its seasoned leadership team is globally recognized as respected leaders and visionaries with a rich and extensive history in networking and innovation.

The company went public in June 2014, is listed with NYSE (ANET), and currently has more than 10,000+ cloud customers worldwide and has deployed 100M ports.

. The Arista Advantage

. Corporate Profile

. The Arista Way

Customers

Arista has a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprise, financials, and specialty cloud service providers. The company delivers products across the data center and campus with routing and software solutions for monitoring and network detection and response worldwide. Headquartered in Santa Clara, California, Arista has offices around the world.

  

Management 

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Comments

  • Sporeshare
    05-27
    Sporeshare
    Pre-opening 94.34, great!
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