ANET
Status-Quo-PlayerArista Networks
$152.02
+3.18%
as of 13 Apr
Power Core
The moat in one sentence: Arista's power derives from the operational lock-in created by EOS, a unified network operating system whose single-image architecture becomes more entrenched with every automation workflow a customer builds on top of it.
Direction of Movement
Upward on AI Tailwinds, Campus Expansion, Ethernet Momentum
ROC 200
+33.2%
ANET
Arista Networks
$152.02
+3.18%
as of 13 Apr
DCF Fair Value: $75.09
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
Arista Networks, Inc. is a leading provider of cloud networking solutions designed for large-scale data center and campus environments. The company develops high-performance Ethernet switches, routers, and software that deliver low-latency, high-throughput connectivity through its flagship Extensible Operating System (EOS), a Linux-based network operating system known for its programmability and modularity. Arista's product portfolio encompasses data center and cloud networking, artificial intelligence infrastructure, campus solutions, network automation tools, and cloud-grade routing platforms. The company's solutions address diverse use cases including hyperscale data centers, high-performance computing, financial services trading networks, and enterprise campus networks. Founded in 2004 and headquartered in Santa Clara, California, Arista serves customers globally across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region. Under the leadership of CEO Jayshree Ullal, the company positions itself as a strategic partner for organizations pursuing digital transformation and leveraging advanced networking technologies for competitive advantage.