Arista Networks Inc

ANET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$671.00	Wdc	Sdmftmcc

Arista Gaining From High-End Switching Demand as Cloud Data Centers Expand, FVE $115

Brian Colello

Aug 2, 2022

Business Strategy and Outlook

Arista Networks has solidified its market presence through data center switching and software-based networking innovation, and we believe customers will remain loyal to the firm's Extensible Operating System software and peripheral products. Arista's initial growth came from high-frequency trading firms that found value in its low-latency switches and EOS. By remaining at the forefront of switching and routing speeds, Arista became a key networking supplier to giant cloud operators, service providers, and enterprises.

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