- 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 for the foreseeable future.
Is It Too Late To Get Into Arista Networks?
December 7th, 2017 · No Comments