This summary was created by AI, based on 3 opinions in the last 12 months.
Experts are overall positive about Arista Networks, Inc., with one expert recommending it as a top pick and stating that the stock is at all-time highs. Another expert compares it to Nvidia and sees it as a consistent grower with a good future. The CEO is also praised. Some caution is advised due to the high PE ratio, but the company's profitability is acknowledged. Overall, the stock seems to be in a good position, with potential opportunities for new buyers in the future.
He was asked to compare Nvidia and Arista. He feels Nvidia has 3 to 5 years more growth and even though it is getting a little expensive he would hold. Arista is one of the networks to move all the AI information and is a consistent grower with a good future.
A fine CEO here. Trades at a high PE, but they make a lot of money.
Largest holding in his momentum portfolio. Almost made it a Top Pick today. Not deterred by the chart's steep incline. Acceleration of AI adoption will have trickle-down effects. Earnings are growing quickly, estimates are rising, stock price is going up and to the right. Good things ahead. High conviction holding. Given growth prospects, undemanding valuation of less than 30x. PEG ratio is pretty modest.
A great company that's impervious to rate hikes. They pay down their debt which is 3% of overall annual cash flow. They reduced debt by 20% last year. 23% revenue growth in the past year.
He just bought this. They beat top and bottom lines, and raised guidance. They've done this the past 10 of 11 quarters. They focus on enterprise clients as opposed to the consumer. They do business with Microsoft and Meta. 55% revenue growth last quarter and 72% EPS growth.
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.
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.
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)
Arista Networks, Inc. is a American stock, trading under the symbol ANET-N on the New York Stock Exchange (ANET). It is usually referred to as NYSE:ANET or ANET-N
In the last year, 2 stock analysts published opinions about ANET-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Arista Networks, Inc. .
Arista Networks, Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Arista Networks, Inc. .
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Arista Networks, Inc. In the last year. It is a trending stock that is worth watching.
On 2024-11-21, Arista Networks, Inc. (ANET-N) stock closed at a price of $401.59.
Loves it. Getting closer to the upper range of the channel, but nothing to worry about. He clipped some profits, which he often does when a stock's really volatile -- it's more like housekeeping, tending the portfolio garden and being a good steward of your assets.
For new buyers, over the next month he'd look for a spot to add.