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Giverny Capital Asset Management's investment thesis on Arista Networks, Inc. ($ANET) — Q4 2025 | Buyside Digest

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$ANETNASDAQArista Networks, Inc.

BULL

Giverny Capital Asset Management—ANET

Fund Letter

Q4 2025

Published October 24, 2025

View Fund Profile

$203.59USD

+5.1% vs last month

$157.69Pitched

+29.1% since pitch

Market Cap$242.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the year ended December 31, 2025, GCAM's model portfolio posted a net return of 12.58%, underperforming the S&P 500 TR's 17.88% due to an underweight stance on mega-cap tech. In the letter,...

— David M. Poppe

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Other pitches on $ANET

Other investors who've written on Arista Networks, Inc.

Giverny Capital Asset ManagementBULL

Pitched Apr 13, 2026

Arista Networks declined 6.3% in the first quarter, acting as a minor drag on overall performance. The manager views...

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