Arista Networks Inc (ANET): A Bull Case Theory

We came across a bullish thesis on Arista Networks Inc. on Long Term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks Inc 's share was trading at $96.31 as of June 25^th. ANET’s trailing and forward P/E were 40.64 and 37.31 respectively according to Yahoo Finance.

[caption id="attachment_1211495" align="aligncenter" width="768"] A close-up of a server running a cloud-native platform, symbolizing the power of the software-as-a-service (SaaS) business area.[/caption]

Arista Networks (ANET) has re-emerged as a...