Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
38.0%/yr
±2.0% · revenue growth to justify current price
FCF-Based Reverse DCF
30.8%/yr
±3.3% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
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ANET delivered 28.6% revenue growth in FY2025 (~.0B), operating margins hit a 'historic milestone' of 47.5%, and Q4 EPS of $0.82 beat consensus by $0.07. Q1 2026 guidance of ~$2.60B implies continued ...