Key Takeaways ANET is pivoting to Arista 2.0, focusing on cloud platforms, AI, SaaS and adjacent market expansion. The strategy emphasizes AI-driven networking, SaaS for revenue stability and broader customer reach. Arista trades at a forward P/S ratio of 13.63, with earnings estimates rising over the past 60 days.Arista Networks, Inc. (ANET) is aiming to transform itself into Arista 2.0 cloud and data-driven platforms. The company is benefiting from the expanding cloud networking market, which is led by ...