0%

est. 2Y upside i

CybersecuritySeries C

Rank

#2108

Sector

Cybersecurity

Est. Liquidity

~0Y

Data Quality

Data: Low

The company was already acquired by Arista Networks in September 2020.

Last updated: July 19, 2026

Bull (20%)+50%

Arista Networks stock outperforms due to strong earnings and market share gains, driving Awake's equity value up 50% from acquisition price.

Base (55%)0%

Acquisition closes at $180M, equity converts to Arista stock which trades flat over 2 years, resulting in no gain or loss.

Bear (25%)-30%

Arista stock declines amid sector downturn or integration issues, reducing equity value by 30% from acquisition price.

Est. time to liquidity~0.0 years

Preference Stack Risk

severe

Funding Intensity

4380%

Total preferred funding of $78.8M vs $180M valuation gives preference a 43.8% overhang, leaving $101.2M for common stock.

Dilution Risk

low

No further dilution expected as the company is already acquired and part of a public entity.

Secondary Liquidity

active

Equity is converted to publicly traded Arista Networks stock, providing full liquidity.

Questions to Ask at the Interview

Strategic questions based on Awake's data — designed to show you've done your homework.

  • 1

    “How will Arista's integration of Awake Security differentiate its network security offering from competitors like Cisco and Palo Alto Networks?”

  • 2

    “What is the expected revenue contribution from Awake Security to Arista's overall growth?”

  • 3

    “Given the acquisition was announced in 2020, what metrics indicate successful integration so far?”

Community

Valuation Sentiment

Our model estimates 0% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.