We came across a bullish thesis on Arista Networks Inc. on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks Inc's share was trading at $135.87 as of September 2nd. ANET’s trailing and forward P/E were 53.28 and 41.32 respectively according to Yahoo Finance. Stifel Maintains Buy Rating on Lumentum, Raises Price Target to$100 Arista Networks (ANET) has delivered another strong quarter in Q2 2025, with revenues of $2.2 billion, up 30.4% ...