NYSE:ANET

Arista Networks (ANET)

192.84
+5.03 (2.68%)
as of Sep 15, 2026, 8:00:00 pm Market Open.
55 watching
0
BUY
Still a lot of time to get into this. $180 was a level, but he sees it hitting $250.
PAST TOP PICK
(A Top Pick Apr 05/18, Up 0.5%) Got stopped out in the summer of last year. They are in the switching market. CISCO is their biggest competitor. He owns CISCO that is a less volatile name.
TOP PICK
A switching networking company. Data centre switching. Tremendous revenue going forward. Delivering 23% or better on revenue growth, which he sees going into 2020-21. Price target of $360. No dividend. (Analysts’ price target is $291.37)
PAST TOP PICK
(A Top Pick Apr 05/18, Up 19%) They target the data center like Cisco. He got stopped out in the downdraft in September. He made quite some money with it in the last couple of years. Goldman Sachs just recently added them to the conviction buy list saying that they are growing at a much faster rate than any of their competitors.
BUY ON WEAKNESS

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

DON'T BUY

He has owned it in the past, but not now since it plateaued. His price target is $233. Management is made up of the old guard from Cisco. He thinks there are better choices out there.

TOP PICK

Innovative company in the cloud space. Increased revenues 10 times in six years. Still taking more market share. Their leadership are well-known Silicon Valley legends who own over 25% of the company. He added when it pulled back in
February. (Analysts' price target $286.04)

Showing 16 to 22 of 22 entries