Technology · Computer Hardware · United States
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...
Trade ideas
- Opinionated - ValueGood Opportunities—Paying up for qualityStrong buy28Board
Analysts
Value vs sector peers
- Fwd P/E36.423
- P/B16.033
- P/E59.635
- Rev growth+37.7%70
Not scored on Yield. The rest were reweighted to make up the difference.
Fundamentals
Performance
AI Infrastructure · Networking
The AI tradeIn the briefing and the feed
Briefing for 11 SeptApplied Materials and Arista Networks each guided to roughly 40% AI-driven growth, and ASML/TSMC are targeting a 40% high-NA lithography productivity gain but on a 2033 timeline.
Equipment and networking suppliers are pointing to comparable growth rates from AI demand, but the lithography roadmap underscores that some of the enabling technology for next-generation chip production is still years out, a supply-side constraint worth tracking against near-term demand claims.
Compute · Semiconductor equipment · Networking· AMAT, ANET, ASML.AS, TSM· Source 1· Source 2· Source 3
- bullishArista Networks Sees AI Demand Fueling 40% Growth, $9.6B in Supply CommitmentsArista Networks sees AI demand driving 40% growth with $9.6 billion in supply commitments.MarketBeat · 11 Sept · ANETNetworking
Catalysts
Next earnings: 3 Nov
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs — the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Trade idea history
No trade idea has fired on ANET since the ledger opened.
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