Arista Networks (ANET) Draws Fresh AI Attention, Is The Stock Still Cheap?

Arista Networks (ANET) is back in the spotlight after fresh analyst coverage and fund letters cited the stock as a key beneficiary of AI data center spending and stronger earnings sentiment. Recent trading reflects that enthusiasm. Arista Networks has delivered a 30.5% 90 day share price return and a 54.0% year to date share price return. The 3 year total shareholder return of more than 3x signals strong, sustained momentum as AI networking demand and valuation debates both intensify. Spot...