Arista is the foundational connectivity layer for hyperscale data centers, specializing in high-speed, low-latency Ethernet switching and routing platforms controlled by the modular Extensible Operating System (EOS). It serves the demanding core of the AI infrastructure stack.
ANET is the indispensable conduit for the ongoing AI CapEx cycle (C2). Their high-speed switches are crucial for clustering massive NVDA GPU deployments at hyperscalers, ensuring the low-latency data fabric essential for training large models. This secular positioning is reinforced by exceptional execution: the company posted a TTM Rule of 40 of **75.36** (27.47% YoY growth + 47.89% FCF margin), signaling superior capital efficiency even as they accelerate product momentum (sequential revenue growth of 4.69%). While the gross margin trend saw a minor contraction (-0.69% QoQ), ANETβs dominance in enterprise and cloud networking (A-AI) makes it a critical, high-margin bottleneck in the transition to 800G and beyond.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
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| 52 Week Low | None |
| Price | 134.43 |
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Growth vs Discount Rate
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β Undervalued β Overvalued
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