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ANET · Arista Networks, Inc.

Cloud and AI networking switches for hyperscalers

Risiko 6/10 · MODERATE-HIGH RISK · AI-networking highflier · $193.78 ▲ 1.22%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $193.78
  • Market cap $244.4B
  • P/E (ttm) 61.32
  • Div yield none
  • 52-wk range $114.52 – $214.89
  • Index rank #58 / —

Wichtigste Risiken

  • Hyperscaler customer concentration (Shareholders) — HIGH
  • AI capex digestion pause (Shareholders) — HIGH
  • Valuation leaves no room for a miss (Shareholders) — HIGH
  • Whitebox and NVIDIA networking competition (Shareholders) — MED

Fazit

Best-in-class business priced for perfection and sold hard by its own insiders — the upside is real, and so is the air beneath the multiple.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.