Arista Networks experienced a meteoric share price rise, so they came down quite a bit in short order. We don’t see any fundamental problem. Talk of the growth rate slowing down a bit isn’t new, especially given the 50%+ growth in Q2 and Q3 of 2017. For those who have missed this terrific stock, there […]
Entries Tagged as 'ANET'
April 2nd, 2018 · Comments Off on Arista Networks Sells Off
December 7th, 2017 · Comments Off on Is It Too Late To Get Into Arista Networks?
The company has several tailwinds, most notably a growing market, a growing market share and plenty of opportunities to increase its TAM in other verticals and markets. However, further operational leverage and valuation multiple extension doesn’t seem likely, although the company could start buying back shares. Most importantly, Arista’s competitive advantage seems defensible, at least […]