ANET · Arista Networks, Inc.

S&P 500 #58 · NYSE

Risiko 6/10 · High-growth, high-multiple risk · $169.71 ▼ 0.61%

Kennzahlen

• Price $169.71
• Market cap $213.7B
• P/E (ttm) 58.52
• Div yield none
• 52-wk range $114.52 – $189.82
• Index rank #58 / —

Wichtigste Risiken

• Hyperscaler capex moderation (AI networking revenue pipeline) — HIGH
• Elevated P/E (~54x) with no dividend (Valuation re-rating risk) — HIGH
• Customer concentration (Microsoft, Meta, AWS) (Revenue predictability) — MED
• Cisco / Juniper competitive response (Enterprise market share) — MED

Fazit

Arista Networks is the dominant AI-era networking platform with 35%+ revenue growth, but its premium multiple leaves little room for guidance misses as hyperscaler spending priorities shift.

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