Part 2: Deep dive on Arista Networks ($ANET)
Part 2: Deep dive on Arista Networks ($ANET)
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Company: Arista Networks
Ticker: (ANET)
Website: Arista.com
IPO date: June 2014
IPO price: $13.81 (split-adjusted, 4-for-1 stock split in 2021)
Current stock price: $206.84
Outstanding shares: 311.1 million
52 week high: $216.29 on November 6, 2023
52 week low: $107.57 on January 24, 2023
ATH: $216.29 on November 6, 2023
Market cap: $64.3 billion
Net cash/debt: $4.4 billion
Enterprise value: $59.9 billion
Headquarters: Santa Clara, California, United States
Number of employees: 3,600+
Average price target: $200.56 (Yahoo Finance) and $207.19 (StockTargetAdvisor)
Investor Relations: https://investors.arista.com
Q3 2023 Earnings Report [click here]
Investor Presentation October 2023 [click here]
Needham Networking, & Communications Conference [click here]
UBS Global Tech Conference [click here]
Wells Fargo TMT Summit [click here]
Outline
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
Additional Sources [part 2]
In case you missed it, here is part 1 of the ANET deep dive…
Below the paywall is the Arista Networks ($ANET) deep dive along with links to my investment portfolio (up +109.9% YTD), investment models and daily webcasts.