John Lamb Arista Networks (NYSE:ANET) is positioned for a strong eFY24 as the network equipment industry takes a turn into bullish territory. With management’s q1’24 beat and raise, customers’ digestion of their equipment inventory builds, and the drive to build out the networking component to cater to the high-speed demands of AI/ML, I believe Arista is in the beginning phase of the next cycle and should realize significant top-line growth and margin expansion. Arista will be reporting q2’24 earnings r ...

U.S. economic growth in the second quarter beat estimates on robust consumer outlays. All at once, receding inflationary pressure has paved the way for an interest rate cut as early as fall. This has opened the door to a Goldilocks economy, which bodes well for growth-oriented tech stocks. Economic Growth Faster Than ExpectedUS GDP registered an annualized growth of 2.8% in the second quarter, per the advance estimate of the Bureau of Economic Analysis, which is above analysts’ expectations of 2%. The secon ...

Arista Networks, Inc. (ANET) is scheduled to report second-quarter 2024 earnings on Jul 30. The Zacks Consensus Estimate for revenues and earnings is pegged at $1.64 billion and $1.94 per share, respectively.Earnings estimates for Arista have improved from $7.49 per share to $7.93 for 2024 and from $8.47 per share to $8.93 for 2025 over the past 90 days.ANET Estimate TrendImage Source: Zacks Investment ResearchEarnings Surprise HistoryThe communications components provider delivered a four-quarter earnings ...

Just as the ancient Roman Empire was powered by human labor deployed in agriculture, the modern era relies on semiconductors to power the digital age. This makes investing in semiconductor stocks an easy proposition, as it is investing in the civilization itself.Globally, the semiconductor stocks market is headed for a 10% CAGR by 2029 at $980.80 billion, according to Statista Market Insights. In the meantime, investors should put these stocks on a watchlist, if they haven’t already. Let’s explore three top ...

投资逻辑 公司是高速以太网交换机龙头厂商,自研 EOS 操作系统,提供交 换机白盒方案。公司凭借生态优势导入数据中心客户实现快速增 长。我们认为公司有望充分受益 AI 趋势。以太网有望在 AI 获得 广泛应用。以太网端口速度、线缆带宽更高,在大规模集群较 Infiniband 有优势。以太网是公开协议,有望受益大规模训练集 群的部署、非英伟达 AI 芯片训练组网及推理。根据博通 24 年 6 月业绩会,网络通信硬件在 GPU 集群成本占比已从 20%提升至约 1/3,在年底有望升至 40%,博通认为 25 年所有的超大规模集群都 将采用以太网。根据 Semianalysis,10 万 H100 集群需要超 3000 个搭载 Tomahawk5 的交换机。根据公司,24 年全球数据中心以太 网交换机市场约 160 亿美元,28 年将超 210 亿美元。 凭借高速交换机市场市占率提升及市场增长,公司营收 22、23 年 同比+48.6%、+33.8%。公司高速交换机市场已有较高份额,未来 提升空间有限,叠加产品换代周期,公司指引 24 年营收增长 12%~14%,24Q1 公司营收 15.7 亿美元,同比+16. ...

The market expects Arista Networks (ANET) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be releas ...

We’ve seen some wild market action so far in July! First, we had former leaders like “Big Tech” getting sold, while former laggards like small caps were getting bought. Then more recently, almost EVERYTHING got dumped in a broad-based selling wave. What’s behind the moves? And what should investors do now? Top MoneyShow expert contributors weigh in below.Jon Markman Digital Creators & ConsumersTechnology stocks had a really bad day Wednesday as political wrangling sent professional money managers scurrying ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Arista Networks (ANET) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Arista Networks is a member of our Computer and Te ...

Buoyed by a holistic growth model, Arista Networks, Inc. (ANET) has skyrocketed 94.9% over the past year compared with the industry’s growth of 67.4%. It has also outperformed its peers like Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO) over this period.Driven by improved market demand on the back of a flexible business model and solid cash flow, Arista continues to benefit from strong momentum and diversification across its top verticals and product lines. The company has a software-driven, ...

When it comes to gaining exposure to the generative artificial intelligence (GenAI) growth boom, investors have many options. However, owning shares in AI chip makers, or software companies, isn’t the only way to play this trend. One can also gain exposure, by owning of edge computing stocks.What is edge computing? A computing model that differs from the traditional data server model, edge computing entails functions like calculations and data storage happening closer to the data source. This results in fas ...