Arista Networks (ANET) shares soared 6.2% in the last trading session to close at $106.54. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 10% loss over the past four weeks.The Arista 2.0 strategy is resonating well with customers with its modern networking platforms being foundational for transformation from silos to centers of data. The company is well-positioned with the right network architecture for client-to-campus data cen ...

As the first month of 2025 comes to a close, we have seen announcements of incremental higher capital investments being poured into the AI space.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam als ...

Some years ago, I might have assumed that Arista Networks (ANET -0.54%) had something to do with Arista Records, the music label famous for stars such as Whitney Houston and Aretha Franklin. But no -- Arista Networks is a specialist in networking (think routers, network switches, etc.) and cloud computing, among other things. Those are vital products and services in our modern days, and as you might expect, Arista stock has been a terrific performer.How much would you have now if you'd invested, say, $10,00 ...

Arista Networks (ANET 6.85%) stock surged in Wednesday's trading. The networking hardware company's share price ended the daily session up 6.8% and had been up as much as 8% earlier in trading. Meanwhile, the S&P 500 index closed out the day up 0.6%, and the Nasdaq Composite index ended the session up 1.2%.At the White House yesterday, leaders from OpenAI, Oracle, and Softbank announced they had formed a new joint company that will invest up to $500 billion in U.S. artificial intelligence (AI) infrastructur ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Stock Performance - Arista Networks shares have risen 6 3% over the past month and hit a new 52-week high of $120 98 [1] - The stock has gained 8 5% since the start of the year compared to the Zacks Computer and Technology sector's 32 9% and the Zacks Communication - Components industry's 85 9% [1] Earnings and Revenue - Arista Networks has consistently beaten earnings consensus estimates in the last four quarters with the latest EPS of $0 6 versus the estimate of $0 52 and revenue beating the consensus by 3 15% [2] - For the current fiscal year the company is expected to post earnings of $2 42 per share on $6 96 billion in revenues and for the next fiscal year earnings of $2 83 per share on $8 18 billion in revenues representing year-over-year changes of 10 34% and 17 54% respectively [3] Valuation Metrics - The stock trades at 49 5X current fiscal year EPS estimates a premium to the peer industry average of 23 3X [7] - On a trailing cash flow basis the stock trades at 75 5X versus its peer group's average of 18 2X and has a PEG ratio of 2 9 [7] Zacks Style Scores and Rank - Arista Networks has a Value Score of F Growth Score of A and Momentum Score of B resulting in a VGM Score of B [6] - The company currently holds a Zacks Rank of 2 (Buy) due to rising earnings estimates fitting the criteria for stocks with Zacks Rank of 1 or 2 and Style Scores of A or B [8]

Core Viewpoint - Arista Networks has emerged as a significant player in the networking and cloud computing industry, showing impressive stock performance and financial growth, making it a strong investment opportunity for the future [1][6][12] Company Performance - Arista Networks has achieved consecutive revenue growth rates of 27% in 2021, 48.6% in 2022, and 33.7% in 2023, indicating strong business momentum [7] - The company reported net income of $2.05 billion for the first nine months of the year, a 39% increase from the previous year [8] - Earnings per share have also seen substantial growth, with increases of 31.94% in 2021, 60.86% in 2022, and 54.01% in 2023 [7] Market Position - Arista Networks is well-positioned within the industry, benefiting from the increasing reliance on cloud computing and networking solutions [3][9] - The company has over 10,000 cloud customers globally, showcasing its relevance and utility to major enterprises [5] Future Outlook - Fourth-quarter guidance suggests revenues between $1.85 billion and $1.90 billion, projecting full-year revenues of approximately $6.92 billion, reflecting a 36.49% growth compared to 2023 [10] - Analyst estimates predict full-year earnings of $1.87 per share, leading to a forward price-to-earnings (P/E) ratio of around 64 times earnings, which is considered reasonable given the company's growth trajectory [11] Innovation and Technology - Arista's Extensible Operating System is a key component of its cloud networking solutions, positioning the company as an innovator in next-generation data centers [4]

Company Performance - Arista Networks (ANET) closed at $116.10, reflecting a +1.04% change from the previous day, underperforming compared to the S&P 500's gain of 1.83% [1] - Over the past month, shares of Arista Networks increased by 1.74, while the Computer and Technology sector and the S&P 500 declined by 3.84% and 3.31%, respectively [1] Upcoming Earnings - The upcoming earnings release is anticipated, with an expected EPS of $0.57, indicating a 9.62% increase from the same quarter last year [2] - Revenue is projected to reach $1.89 billion, representing a 22.42% growth compared to the previous year [2] Analyst Estimates - Recent adjustments to analyst estimates for Arista Networks are noteworthy, as positive revisions suggest optimism regarding the company's business outlook [3] - The Zacks Rank system, which incorporates these estimate changes, indicates a current Zacks Rank of 2 (Buy) for Arista Networks, with a 0.53% rise in the Zacks Consensus EPS estimate over the past month [5] Valuation Metrics - Arista Networks has a Forward P/E ratio of 47.43, which is significantly higher than the industry's average Forward P/E of 22.33 [6] - The company's PEG ratio stands at 2.77, compared to the Communication - Components industry's average PEG ratio of 1.28 [7] Industry Context - The Communication - Components industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 42, placing it in the top 17% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

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]