Arista Networks (ANET) Stock Looks Fairly Valued On Its 7x Run

Arista Networks has ridden a powerful multi year rally in cloud and AI networking, and after such a strong run the question is whether the cash the business can generate really supports where the stock trades today. With investors now weighing fresh AI product news against a recent pullback, the focus tightens on what its cash flows can justify rather than just what the share chart shows. Over the past 5 years, Arista stock has risen by roughly 7x, which puts a lot of expectations about...