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 […]
Entries Tagged as 'ANET'
December 7th, 2017 · Comments Off on Is It Too Late To Get Into Arista Networks?