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Connectivity, RF & Positioning

Research snapshot · 6/30/26

ANETArista Networks

800G and 1.6T optical interconnect

Open ANET in Robinhood ↗
ACCUMULATE
Conviction●●●●○4 of 5
Research target210Snapshot target
Thesis statusINTACTLast reviewed 6/30/26
Market cap198.45BSnapshot value
The thesis

800G/1.6T AI networking backbone below entry $172.50 — conservative accumulate; enterprise floor limits capex-bear downside

Catalysts

800G/1.6T ramp; enterprise AI networking adoption

What breaks it

Hyperscaler shift to in-house/white-box switching at scale

Social sentiment

n/a

Snapshot · 6/30/26
Smart money

🔴 Caution · ins-$92.8M · 13F 15+/10- · short↑0.32

Snapshot · 6/30/26