Arista Networks (ANET)
Q4 2024 Results
We first covered ANET stock in September 2023 and established a position soon afterwards. That original note can be found here. The stock appreciated strongly and gave a 100% gain. In the last three or four quarterly reports, we have noted the valuation was too high and did not add to our position. The last note can be found here.
We revisit the company in the light of their most recent quarterly (Q4) results.
Q4 Earnings
Overall, this was another excellent set of results.
Keep reading with a 7-day free trial
Subscribe to Long-term Investing to keep reading this post and get 7 days of free access to the full post archives.