Arista Networks Inc (NYSE:ANET)

$ 311.64 1.77 (0.55%) Market Cap: 97.66 Bil Enterprise Value: 92.69 Bil PE Ratio: 43.40 PB Ratio: 12.43 GF Score: 93/100

Arista Networks Inc at Needham Security, Networking and Communications Conference Transcript

Nov 12, 2019 / 06:00PM GMT

Release Date Price: $48.49 (+1.46%)

Transcript

Alexander Henderson;Ita M. Brennan

Needham & Company, LLC, Research Division - Senior Analyst;Arista

Well, at the risk of starting out here early and having people walk in. Arista has been one of my favorite companies for the last 5 years, I was absolutely heartbroken to have to bring my rating down on it off the last print. We're currently at a hold on it. I'm hoping we'll see the fundamentals get back on track, and we can get back to a more constructive position soon and most probably talk to a lot of those dynamics.

I still strongly believe that Arista has the best technology in the category. I strongly believe that over time, they're going to continue to gain significant share versus Cisco and Juniper. I strongly believe that the company will penetrate into the campus market, continue to drive the router-based switch technology. And I think, the optics market is moving in a direction that will help them as well. So there's

A lot of positives coming down the pipe. But obviously, there's some recent news that it is a little harder to swallow.

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.