Is It Too Late To Consider Arista Networks (ANET) After AI Data Center Hype-Driven Rally?

2026-02-13 23:00:55

Abstract generation in progress

This article evaluates Arista Networks (ANET) after a significant share price rally, driven by its role in AI data center and cloud networking. Using DCF analysis and P/E ratio comparisons, the article suggests ANET may be overvalued by approximately 20.8% and trades at a premium to its industry. It also presents “Narratives” offering both bullish and bearish perspectives on the stock’s future valuation.

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