- Entry
- $199.22
- Now
- $218.00 +9.4%
- Target
- $190.00
- Score
- —
Arista sells Ethernet switches and networking software for data centers, with Microsoft and Meta as its two largest customers, together representing 26% and 16% of 2025 revenue respectively. The pitch is that as hyperscalers build AI clusters, they need networking fabric that can move data between GPUs without becoming the bottleneck, and Arista's Etherlink platform has become one of the standard choices for that job, competing against proprietary alternatives like InfiniBand. Q2 2026 was genuinely a record: $3.04 billion in …
— ORIGINAL POST ·
Arista's deferred revenue is $6.87 billion and growing 69% a year. That number is doing a lot of the heavy lifting for the bull case.
· r/ValueInvesting
· Aug 25, 2026