Adding Arista to the Long List of Overheated Names - $ANET 2Q'25 Consensus Earnings Preview
Arista has never traded north of 42x forward earnings into a print with a positive next day reaction (they traded +0.8% in response in 2015 at 41x). Arista swings into earnings tomorrow at 45x forward and with the largest relative outperformance going back years:
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