ANET US · Arista Networks, Inc.MW GOBLIN RESEARCH
Arista: The Price of AI Growth Is Cash Conversion
Analysis date
Published
The growth outlook is positive as of 2026-11-12. However, 194.42 USD represents 32.2 x adjusted EPS for 2027, requiring AI revenue expansion and sustained high profitability. Given the burden of purchase commitments, the price is attractive only conditionally.
Read the reasoning behind the analysis
The full report includes key metrics, detailed analysis, valuation, and sources.
Read up to three full reports daily without signing in.
Read the full reportWhat this report covers
- Doubling AI revenue is central to growth
- Cash is ample, but securing supply is becoming more costly