In the latest market close, Arista Networks (ANET) reached $116.10, with a +1.04% movement compared to the previous day. The stock's performance was behind the S&P 500's daily gain of 1.83%. Elsewhere, the Dow gained 1.65%, while the tech-heavy Nasdaq added 2.45%.Coming into today, shares of the cloud networking company had gained 1.74% in the past month. In that same time, the Computer and Technology sector lost 3.84%, while the S&P 500 lost 3.31%.The upcoming earnings release of Arista Networks will be of ...

Most of us would love to have a portfolio full of "monster stocks" -- growth stocks that have posted outsized gains over many years. Fortunately, there are more than a few of these stocks, and some are well worth considering for your long-term portfolio.Here are five investments to consider for your monster-seeking portfolio. 1. NvidiaNvidia (NVDA -1.10%) has been an exceptional monster stock, averaging annual gains of 87% over the past five years and 75% over the past decade. Best of all, it still doesn't ...

Market Overview - The S&P 500 is experiencing a bull market that has lasted over two years, with a current pause but expected upside due to advancements in artificial intelligence (AI) [1][2] - The S&P 500 gained 24% in 2023 and an additional 23% in 2024, with historical data suggesting continued growth in 2025 [2] - The index has generated positive returns 78% of the time over the past 50 years, with an average increase of 12% following back-to-back gains of 20% or more [2] Stock Splits and Investment Opportunities - There is a renewed interest in stock splits, which often indicate strong operational and financial results, providing investment opportunities linked to the AI boom [3] - Two notable companies that have recently split their stocks and are tied to the AI sector are Palo Alto Networks and Arista Networks [3] Palo Alto Networks - Palo Alto Networks (PANW) achieved a 23% gain in 2024 and a remarkable 715% increase over the past decade, leading to a 2-for-1 stock split [4][12] - The company is a leader in cybersecurity, addressing the increasing threat of sophisticated hacks and data breaches [5] - Palo Alto has consolidated its cybersecurity modules into a unified AI-driven platform, enhancing its ability to identify and mitigate threats [6][7] - The company generated $2.1 billion in revenue for fiscal Q1 2025, a 14% year-over-year increase, with EPS soaring 77% to $0.99 [10] - Annual recurring revenue from next-generation security services grew to $4.5 billion, up 40%, indicating successful strategic shifts [10] - Despite a high valuation of 47 times earnings, its PEG ratio of 0.14 suggests it is undervalued [12] Arista Networks - Arista Networks (ANET) saw an 88% gain in 2024 and a staggering 2,700% increase over the past decade, prompting a 4-for-1 stock split [13] - The company specializes in high-speed network switches, crucial for data transfer in AI applications [14] - Arista's Ethernet offerings are designed for the demands of large language models, positioning the company well in the AI ecosystem [15] - In Q3, Arista reported $1.8 billion in revenue, a 20% year-over-year increase, with EPS climbing 35% to $2.33, surpassing forecasts [16] - The stock is currently valued at 53 times earnings, but a forward PEG ratio of 0.9 indicates it may not be as expensive as it seems [17]

Billionaire Stanley Druckenmiller of Duquesne Family Office outperformed the S&P 500 (^GSPC -1.54%) by 50 percentage points during the last three years. He purchased 239,980 shares of Broadcom (AVGO -2.18%) during the third quarter, and it now ranks among his top 15 holdings.Billionaire Steven Cohen of Point72 Asset Management outperformed the S&P 500 by 30 percentage points during the last three years. He bought 211,823 shares of Arista Networks (ANET -1.01%) in the third quarter, and it now ranks among hi ...

Core Viewpoint - Arista Networks (ANET) has shown strong stock performance recently, outperforming the S&P 500 and the Zacks Communication - Components industry, raising questions about its future stock trajectory [2]. Earnings Estimate Revisions - The consensus earnings estimate for Arista Networks is $0.57 per share for the current quarter, reflecting a year-over-year increase of +9.6% [5]. - For the current fiscal year, the consensus earnings estimate stands at $2.20, indicating a +26.4% change from the previous year [5]. - The next fiscal year's consensus earnings estimate is $2.41, suggesting a +9.9% increase compared to the prior year [6]. - The Zacks Rank for Arista Networks is 2 (Buy), indicating a positive outlook based on earnings estimate revisions [7]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $1.89 billion, representing a year-over-year growth of +22.4% [9]. - For the current fiscal year, the revenue estimate is $6.96 billion, indicating an +18.7% change, while the next fiscal year's estimate is $8.15 billion, reflecting a +17.1% change [9]. Last Reported Results and Surprise History - In the last reported quarter, Arista Networks generated revenues of $1.81 billion, a +20% increase year-over-year [10]. - The reported EPS was $0.60, up from $0.46 a year ago, with a revenue surprise of +3.15% and an EPS surprise of +14.83% [11]. Valuation - Arista Networks is graded F in terms of valuation, indicating it is trading at a premium compared to its peers [15].

Back in October, we posed a simple question about the artificial intelligence (AI) boom; who keeps the lights on? New year, same question. Utility stocks like Vistra (VST) and Constellation Energy (CEG) won 2024 thanks to their association with AI. Which stocks could be next?ANET Gets Goldman Sachs BlessingArista Networks Inc (NYSE:ANET) was named a top AI pick by Goldman Sachs to start 2025. Last seen trading at $115.51 and up 88.4% year-over-year, there's technical support at ANET's upwardly-sloping 100-d ...

Arista Networks, Inc. (ANET) has surged 93.1% over the past year compared with the communication components industry’s growth of 75.3%. It has also outperformed its peers like Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO) .Arista continues to benefit from the expanding cloud networking market, which is led by a strong demand for scalable infrastructure. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance and programmability, enabl ...

Technology hardware companies are well-poised to gain from increasing demand for innovative devices amid rapid technological advancement especially artificial intelligence (AI) proliferation and 5G rollout.Enterprise spending remains a key growth driver of the tech hardware segment. Businesses are allocating significant budgets to upgrade their IT infrastructure amid accelerated digital transformation and cloud migration and AI. Investment in high-performance servers, cloud-enabled devices, and secure netwo ...

The most recent trading session ended with Arista Networks (ANET) standing at $114.86, reflecting a +0.18% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.04% loss on the day. At the same time, the Dow added 0.07%, and the tech-heavy Nasdaq lost 0.05%.Coming into today, shares of the cloud networking company had gained 14% in the past month. In that same time, the Computer and Technology sector gained 5.93%, while the S&P 500 gained 1.05%.Investors will be eagerly watchi ...

Subscribers to Schaeffer's Weekend Trader options recommendation service received this ANET commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. Learn more about why Weekend Trader is one of our most popular options trading services.Arista Networks Inc (NYSE:ANET) stock’s weekly breakout recently cleared long-term resistance at the $108 level. The equity has been in a seasonally strong period dating back to March. With this technical ...