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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 $135.87 as of September 2nd. ANET’s trailing and forward P/E were 53.28 and 41.32 respectively according to Yahoo Finance.

Arista Networks (ANET) has delivered another strong quarter in Q2 2025, with revenues of $2.2 billion, up 30.4% year-over-year, exceeding guidance and prompting a significant upward revision of its FY 2025 revenue outlook to $8.75 billion, up from 17%...