Arista Networks, Inc.
AI Valuation
AI-generated fair value estimate for this company.
AI Fair Value
$165.76
Market Price
$216.40
Overvalued By
30.6%
Method: 10-year unlevered FCF DCF: $5,155M TTM FCF base; 18% growth yrs 1-5 (AI/cloud data-center networking demand); 10% yrs 6-10; 10% discount rate; 4% terminal growth; $13.34B net cash added back; 1.26B shares outstanding.
Reasoning: Arista's AI-driven data-center switching demand supports high near-term growth, moderating as the AI infrastructure buildout matures; net cash is added back given its debt-free balance sheet.