ANET
Arista Networks, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 2
position
Fall 2025
Gavin Baker, Atreides Management
long
inconclusive
Newsletter
Arista Networks offers a superior total-cost-of-ownership proposition for large customers like Meta and Microsoft, who rely on its technology for effective network management and power efficiency. Des
position
Fall 2025
David Poppe
long
inconclusive
Newsletter
David Poppe discusses his investment in Arista Networks, emphasizing the importance of aligning with great managers and the company's quality characteristics.