Arista Networks Inc (ANET)

$191.52 +2.85 (1.51%)
Market Cap 237.96B
Revenue (ttm) 9.01B
Net Income (ttm) 3.51B
EPS (ttm) N/A
PE Ratio 60.86
Forward PE 57.85
Profit Margin 38.99%
Debt to Equity Ratio 0.00
Volume 5,421,372
Avg Vol 8,429,742
Day's Range N/A - N/A
Shares Out 1.26B
Stochastic %K 55%
Beta 1.60
Analysts Strong Sell
Price Target $238.34

Company Profile

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networki...

Industry: Computer Hardware
Sector: Technology
Phone: 408 547 5500
Fax: 408 538 8920
Address:
5453 Great America Parkway, Santa Clara, United States
vjtweet
vjtweet Aug. 10 at 8:21 PM
$ANET Added a bit more today.
0 · Reply
Dvb3445
Dvb3445 Aug. 10 at 8:03 PM
$ANET On a RED day we held up Great -Tomorrow $200
0 · Reply
NebulaArb
NebulaArb Aug. 10 at 3:29 PM
$BRK.A $ZIM $DOCS $AMAT $ANET Berkshire Hathaway provides diversified earnings and strong capital allocation, ZIM remains tied to container-shipping rates, Doximity benefits from physician engagement, Applied Materials benefits from semiconductor capex, and Arista benefits from AI networking demand. I'm watching capital allocation, freight rates, healthcare adoption, chip spending, and AI infrastructure.
0 · Reply
petrus61magnum
petrus61magnum Aug. 10 at 2:59 PM
$ANET in addition to selling on the rips… You gotta buy puts on this thing spikes guaranteed make money both ways until they get some volume and buyers lined up… 
0 · Reply
Tormentor2023
Tormentor2023 Aug. 10 at 2:58 PM
$ANET what trash price action
1 · Reply
ADB5210
ADB5210 Aug. 10 at 2:54 PM
$ANET Gosh she so weak. The post earnings sell off is the kind of stuff that gives the market the rigged and crooked reputation that it deserves
1 · Reply
petrus61magnum
petrus61magnum Aug. 10 at 2:42 PM
$ANET all we need now is volume and start trending… The stock has so far to go. We’re gonna see a 20 point jump in one single day very soon… 
0 · Reply
deeprocks
deeprocks Aug. 10 at 2:41 PM
$ANET flying so far under the radar
0 · Reply
azoz123
azoz123 Aug. 10 at 2:03 PM
$ANET added at $190, but!! what that singularity point !! any explaination?! what volume?
0 · Reply
ADB5210
ADB5210 Aug. 10 at 1:38 PM
$ANET this one smiles as it craps itself!!
0 · Reply
Latest News on ANET
Arista Networks price target raised to $215 from $173 at Citi

2026-08-06T10:41:11.000Z - 4 days ago

Arista Networks price target raised to $215 from $173 at Citi

Memory is the new gold, says Arista Networks CEO Jayshree Ullal

Aug 5, 2026, 7:32 PM EDT - 4 days ago

Memory is the new gold, says Arista Networks CEO Jayshree Ullal

Arista Networks price target raised to $250 from $200 at Evercore ISI

2026-08-05T14:24:03.000Z - 5 days ago

Arista Networks price target raised to $250 from $200 at Evercore ISI

Arista Networks price target raised to $220 from $190 at Morgan Stanley

2026-08-05T14:15:20.000Z - 5 days ago

Arista Networks price target raised to $220 from $190 at Morgan Stanley

Arista Networks price target raised to $234 from $175 at Truist

2026-08-05T14:11:23.000Z - 5 days ago

Arista Networks price target raised to $234 from $175 at Truist

Arista Networks price target raised to $259 from $187 at UBS

2026-08-05T14:03:59.000Z - 5 days ago

Arista Networks price target raised to $259 from $187 at UBS

Early Earnings Movers: SHOP, BKNG, ANET

Aug 5, 2026, 9:54 AM EDT - 5 days ago

Early Earnings Movers: SHOP, BKNG, ANET

BKNG SHOP

Arista Networks price target raised to $250 from $210 at TD Cowen

2026-08-05T13:52:57.000Z - 5 days ago

Arista Networks price target raised to $250 from $210 at TD Cowen

Arista Networks price target raised to $280 from $210 at Rosenblatt

2026-08-05T13:46:37.000Z - 5 days ago

Arista Networks price target raised to $280 from $210 at Rosenblatt

Arista Networks price target raised to $225 from $196 at Goldman Sachs

2026-08-05T13:45:52.000Z - 5 days ago

Arista Networks price target raised to $225 from $196 at Goldman Sachs

ANET stock jumps after strong Arista Networks earnings, but risks remain

Aug 5, 2026, 8:00 AM EDT - 5 days ago

ANET stock jumps after strong Arista Networks earnings, but risks remain

Arista Networks price target raised to $240 from $181 at Piper Sandler

2026-08-05T11:16:34.000Z - 5 days ago

Arista Networks price target raised to $240 from $181 at Piper Sandler

Arista Networks price target raised to $250 from $220 at JPMorgan

2026-08-05T10:56:16.000Z - 5 days ago

Arista Networks price target raised to $250 from $220 at JPMorgan

Arista Networks price target raised to $255 from $200 at Wells Fargo

2026-08-05T10:46:15.000Z - 5 days ago

Arista Networks price target raised to $255 from $200 at Wells Fargo

Arista Networks price target raised to $240 from $200 at BofA

2026-08-05T10:20:52.000Z - 5 days ago

Arista Networks price target raised to $240 from $200 at BofA

Arista Networks price target raised to $250 from $200 at KeyBanc

2026-08-05T10:15:58.000Z - 5 days ago

Arista Networks price target raised to $250 from $200 at KeyBanc

Arista Networks price target raised to $289 from $195 at Barclays

2026-08-05T10:05:44.000Z - 5 days ago

Arista Networks price target raised to $289 from $195 at Barclays

Arista forecasts upbeat quarterly revenue on AI-driven networking demand

Aug 4, 2026, 6:14 PM EDT - 5 days ago

Arista forecasts upbeat quarterly revenue on AI-driven networking demand

Arista Networks raises FY26 revenue view to $12.6B, consensus $11.62B

2026-08-04T21:06:18.000Z - 5 days ago

Arista Networks raises FY26 revenue view to $12.6B, consensus $11.62B

Arista Networks Earnings Call Transcript: Q2 2026

Aug 4, 2026, 4:30 PM EDT - 6 days ago

Arista Networks Earnings Call Transcript: Q2 2026

Arista Networks Earnings release: Q2 2026

Aug 4, 2026, 4:30 PM EDT - 6 days ago

Arista Networks Earnings release: Q2 2026

Arista Networks Slides: Q2 2026

Aug 4, 2026, 4:30 PM EDT - 6 days ago

Arista Networks Slides: Q2 2026

Arista Networks Quarterly report: Q2 2026

Aug 4, 2026, 4:30 PM EDT - 6 days ago

Arista Networks Quarterly report: Q2 2026

Arista Networks reports Q2 adjusted EPS $1.02, consensus 89c

2026-08-04T20:12:25.000Z - 6 days ago

Arista Networks reports Q2 adjusted EPS $1.02, consensus 89c

Arista Networks sees Q3 adjusted EPS $1.06-$1.08, consensus 92c

2026-08-04T20:12:07.000Z - 6 days ago

Arista Networks sees Q3 adjusted EPS $1.06-$1.08, consensus 92c

Arista Networks, Inc. Reports Second Quarter 2026 Financial Results

Aug 4, 2026, 4:05 PM EDT - 6 days ago

Arista Networks, Inc. Reports Second Quarter 2026 Financial Results

Arista Networks Slides: Investor presentation

Aug 1, 2026, 8:00 AM EDT - 9 days ago

Arista Networks Slides: Investor presentation

Arista Networks' Huge AI Sales, Upcoming Earnings Lift Shares

Jul 31, 2026, 7:05 AM EDT - 10 days ago

Arista Networks' Huge AI Sales, Upcoming Earnings Lift Shares

Arista Networks Introduces AI-Driven Zero Trust Branch

Jul 21, 2026, 9:00 AM EDT - 20 days ago

Arista Networks Introduces AI-Driven Zero Trust Branch

Arista Networks to Announce Q2 2026 Financial Results on Tuesday, August 4, 2026

Jul 7, 2026, 4:05 PM EDT - 4 weeks ago

Arista Networks to Announce Q2 2026 Financial Results on Tuesday, August 4, 2026

Arista Networks Sees AI Sales Doubling, Nears New High

Jun 26, 2026, 7:37 AM EDT - 6 weeks ago

Arista Networks Sees AI Sales Doubling, Nears New High

These stocks are falling the most on Tuesday as the tech sector comes under pressure

Jun 23, 2026, 11:21 AM EDT - 6 weeks ago

These stocks are falling the most on Tuesday as the tech sector comes under pressure

ADI AMAT CCL COHR FIX GLW KLAC

Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabrics

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabrics

Ignore the Noise: These 2 Undervalued Stocks Could Be Winners

Jun 3, 2026, 12:00 PM EDT - 2 months ago

Ignore the Noise: These 2 Undervalued Stocks Could Be Winners

SCHW

Arista Networks Transcript: Bank of America 2026 Global Technology Conference

Jun 3, 2026, 10:45 AM EDT - 2 months ago

Arista Networks Transcript: Bank of America 2026 Global Technology Conference

Arista Networks Transcript: 46th Annual William Blair Growth Stock Conference

Jun 2, 2026, 1:00 PM EDT - 2 months ago

Arista Networks Transcript: 46th Annual William Blair Growth Stock Conference

Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN

May 20, 2026, 12:30 PM EDT - 2 months ago

Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN

Arista Networks Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

May 19, 2026, 2:15 PM EDT - 2 months ago

Arista Networks Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

3 More Stocks to Buy After Earnings

May 19, 2026, 11:15 AM EDT - 2 months ago

3 More Stocks to Buy After Earnings

NOC SCHW

Institutional investors boosted holdings of AI infrastructure plays during first quarter

May 15, 2026, 1:17 PM EDT - 3 months ago

Institutional investors boosted holdings of AI infrastructure plays during first quarter

DLR META MSFT ORCL PLTR SHOP VRT

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

May 15, 2026, 11:30 AM EDT - 3 months ago

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

META MSFT

Arista Networks Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

May 14, 2026, 11:45 AM EDT - 3 months ago

Arista Networks Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

UBER & DIS Surge, ANET Falls

May 6, 2026, 10:30 AM EDT - 3 months ago

UBER & DIS Surge, ANET Falls

DIS UBER

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

May 5, 2026, 6:29 PM EDT - 3 months ago

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

AMAT AMZN ASML CAT CMI CSCO DELL

Arista Networks Earnings Call Transcript: Q1 2026

May 5, 2026, 4:30 PM EDT - 3 months ago

Arista Networks Earnings Call Transcript: Q1 2026

Arista Networks Earnings release: Q1 2026

May 5, 2026, 4:30 PM EDT - 3 months ago

Arista Networks Earnings release: Q1 2026

Arista Networks Slides: Q1 2026

May 5, 2026, 4:30 PM EDT - 3 months ago

Arista Networks Slides: Q1 2026

Arista Networks Quarterly report: Q1 2026

May 5, 2026, 4:30 PM EDT - 3 months ago

Arista Networks Quarterly report: Q1 2026

Arista Networks, Inc. Reports First Quarter 2026 Financial Results

May 5, 2026, 4:05 PM EDT - 3 months ago

Arista Networks, Inc. Reports First Quarter 2026 Financial Results

Arista Networks Slides: Investor presentation

May 1, 2026, 8:00 AM EDT - 3 months ago

Arista Networks Slides: Investor presentation

Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio

Apr 27, 2026, 6:45 PM EDT - 3 months ago

Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio

AMD ARM MRVL POET

See How Institutions Boost Arista Networks

Apr 22, 2026, 7:35 AM EDT - 3 months ago

See How Institutions Boost Arista Networks

Arista Networks Proxy statement: Proxy filing

Apr 16, 2026, 8:00 AM EDT - 4 months ago

Arista Networks Proxy statement: Proxy filing

Arista Networks Proxy statement: Proxy filing

Apr 16, 2026, 8:00 AM EDT - 4 months ago

Arista Networks Proxy statement: Proxy filing

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

Apr 14, 2026, 9:55 AM EDT - 4 months ago

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

AMD APP AVGO CIEN CRWD DDOG FICO

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

Apr 8, 2026, 10:49 AM EDT - 4 months ago

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

AMAT AVGO CCL CIEN COHR CRWD GLW

Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026

Apr 7, 2026, 4:05 PM EDT - 4 months ago

Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026

Arista Networks Gets Upgraded. AI Hyperscalers Could Push the Stock to a Record.

Apr 7, 2026, 1:30 PM EDT - 4 months ago

Arista Networks Gets Upgraded. AI Hyperscalers Could Push the Stock to a Record.

Tuesday's Morning Movers: ANET & MS Upgrades, Homebuilder Downgrades

Apr 7, 2026, 11:01 AM EDT - 4 months ago

Tuesday's Morning Movers: ANET & MS Upgrades, Homebuilder Downgrades

MS

Arista Networks Transcript: Status update

Apr 2, 2026, 1:00 PM EDT - 4 months ago

Arista Networks Transcript: Status update

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

Apr 1, 2026, 3:50 PM EDT - 4 months ago

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

COHR LITE

Here are 12 top tech-themed stock picks from UBS analysts

Mar 31, 2026, 5:32 PM EDT - 4 months ago

Here are 12 top tech-themed stock picks from UBS analysts

ACN AMT AMZN ENTG FROG GBTG GLBE

Why Arista Might Be A Smarter Play Than Ciena Stock Right Now

Mar 16, 2026, 12:50 PM EDT - 5 months ago

Why Arista Might Be A Smarter Play Than Ciena Stock Right Now

Arista Announces XPO High Density Liquid Cooled Pluggable Optics

Mar 12, 2026, 3:05 AM EDT - 5 months ago

Arista Announces XPO High Density Liquid Cooled Pluggable Optics

Should You Buy ANET Stock At $135?

Mar 5, 2026, 1:15 PM EST - 5 months ago

Should You Buy ANET Stock At $135?

Arista Networks Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Mar 3, 2026, 2:30 PM EST - 5 months ago

Arista Networks Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Why Arista Networks Might Be The Better AI Play Than Ciena

Feb 26, 2026, 11:25 AM EST - 5 months ago

Why Arista Networks Might Be The Better AI Play Than Ciena

Arista Networks Transcript: Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum

Feb 25, 2026, 4:00 PM EST - 5 months ago

Arista Networks Transcript: Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum

Top Wall Street analysts are bullish on the growth potential of these three stocks

Feb 22, 2026, 7:33 AM EST - 6 months ago

Top Wall Street analysts are bullish on the growth potential of these three stocks

DDOG VRT

Nvidia's stock is down and AMD is up. The culprit may be Arista.

Feb 13, 2026, 3:38 PM EST - 6 months ago

Nvidia's stock is down and AMD is up. The culprit may be Arista.

AMD NVDA

ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth

Feb 13, 2026, 11:50 AM EST - 6 months ago

ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth

Arista Networks Stock Climbs. Why It Is Outshining Cisco.

Feb 13, 2026, 8:45 AM EST - 6 months ago

Arista Networks Stock Climbs. Why It Is Outshining Cisco.

CSCO

Arista succeeds where Cisco came up short — to the benefit of its stock

Feb 12, 2026, 9:53 PM EST - 6 months ago

Arista succeeds where Cisco came up short — to the benefit of its stock

Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

Feb 12, 2026, 5:22 PM EST - 6 months ago

Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

Arista Networks Earnings Call Transcript: Q4 2025

Feb 12, 2026, 4:30 PM EST - 6 months ago

Arista Networks Earnings Call Transcript: Q4 2025

Arista Networks Annual report: Q4 2025

Feb 12, 2026, 4:30 PM EST - 6 months ago

Arista Networks Annual report: Q4 2025

Arista Networks Earnings release: Q4 2025

Feb 12, 2026, 4:30 PM EST - 6 months ago

Arista Networks Earnings release: Q4 2025

Arista Networks Slides: Q4 2025

Feb 12, 2026, 4:30 PM EST - 6 months ago

Arista Networks Slides: Q4 2025

Arista Networks Annual report: Q4 2025

Feb 12, 2026, 4:30 PM EST - 6 months ago

Arista Networks Annual report: Q4 2025

Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

Feb 12, 2026, 4:05 PM EST - 6 months ago

Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

Arista Networks Is the S&P 500's Top Stock Today. It's Not Clear Why.

Jan 22, 2026, 10:53 AM EST - 7 months ago

Arista Networks Is the S&P 500's Top Stock Today. It's Not Clear Why.

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

Jan 20, 2026, 1:30 PM EST - 7 months ago

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

CIEN

Is Arista Networks Winning AI Infra Race?

Jan 16, 2026, 11:55 AM EST - 7 months ago

Is Arista Networks Winning AI Infra Race?

Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026

Jan 15, 2026, 4:05 PM EST - 7 months ago

Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026

What's The Risk If You Buy Arista Networks Stock Today?

Jan 13, 2026, 9:15 AM EST - 7 months ago

What's The Risk If You Buy Arista Networks Stock Today?

These ‘underappreciated' AI stocks could finally get their chance to shine

Jan 7, 2026, 12:55 PM EST - 7 months ago

These ‘underappreciated' AI stocks could finally get their chance to shine

CIEN CLS CSCO LITE META ORCL

Bullish On ANET? Then You Can Not Miss This Smart Trade

Dec 30, 2025, 9:21 AM EST - 7 months ago

Bullish On ANET? Then You Can Not Miss This Smart Trade

Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY

Dec 19, 2025, 3:00 PM EST - 8 months ago

Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY

LLY COHR

Arista Networks Transcript: Barclays 23rd Annual Global Technology Conference

Dec 11, 2025, 2:00 PM EST - 8 months ago

Arista Networks Transcript: Barclays 23rd Annual Global Technology Conference

Arista Introduces Massive Scale Campus Mobility

Dec 10, 2025, 9:00 AM EST - 8 months ago

Arista Introduces Massive Scale Campus Mobility

Arista Networks Transcript: Raymond James TMT and Consumer Conference

Dec 9, 2025, 10:00 AM EST - 8 months ago

Arista Networks Transcript: Raymond James TMT and Consumer Conference

Arista Networks Transcript: UBS’s 2025 Global Technology and AI Conference

Dec 2, 2025, 12:15 PM EST - 8 months ago

Arista Networks Transcript: UBS’s 2025 Global Technology and AI Conference

Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee

Nov 26, 2025, 4:05 PM EST - 9 months ago

Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee

AKAM AMZN BOX CSCO DBX DOCN GOOG

As ANET Stock Drops, How Bad Can Things Get?

Nov 24, 2025, 1:20 PM EST - 9 months ago

As ANET Stock Drops, How Bad Can Things Get?

vjtweet
vjtweet Aug. 10 at 8:21 PM
$ANET Added a bit more today.
0 · Reply
Dvb3445
Dvb3445 Aug. 10 at 8:03 PM
$ANET On a RED day we held up Great -Tomorrow $200
0 · Reply
NebulaArb
NebulaArb Aug. 10 at 3:29 PM
$BRK.A $ZIM $DOCS $AMAT $ANET Berkshire Hathaway provides diversified earnings and strong capital allocation, ZIM remains tied to container-shipping rates, Doximity benefits from physician engagement, Applied Materials benefits from semiconductor capex, and Arista benefits from AI networking demand. I'm watching capital allocation, freight rates, healthcare adoption, chip spending, and AI infrastructure.
0 · Reply
petrus61magnum
petrus61magnum Aug. 10 at 2:59 PM
$ANET in addition to selling on the rips… You gotta buy puts on this thing spikes guaranteed make money both ways until they get some volume and buyers lined up… 
0 · Reply
Tormentor2023
Tormentor2023 Aug. 10 at 2:58 PM
$ANET what trash price action
1 · Reply
ADB5210
ADB5210 Aug. 10 at 2:54 PM
$ANET Gosh she so weak. The post earnings sell off is the kind of stuff that gives the market the rigged and crooked reputation that it deserves
1 · Reply
petrus61magnum
petrus61magnum Aug. 10 at 2:42 PM
$ANET all we need now is volume and start trending… The stock has so far to go. We’re gonna see a 20 point jump in one single day very soon… 
0 · Reply
deeprocks
deeprocks Aug. 10 at 2:41 PM
$ANET flying so far under the radar
0 · Reply
azoz123
azoz123 Aug. 10 at 2:03 PM
$ANET added at $190, but!! what that singularity point !! any explaination?! what volume?
0 · Reply
ADB5210
ADB5210 Aug. 10 at 1:38 PM
$ANET this one smiles as it craps itself!!
0 · Reply
NetworkNewsWire
NetworkNewsWire Aug. 10 at 1:34 PM
As AI Races Ahead, the Real Battle Is Over Power and Infrastructure $AZIO $NVDA $AMD $ANET $CRWV https://ibn.fm/0VyAL
0 · Reply
Lacroix71
Lacroix71 Aug. 10 at 9:10 AM
$ANET back to 200.
0 · Reply
HumblKing
HumblKing Aug. 10 at 1:24 AM
$ANET yep. Retest pf the breakout. When we pass 215 its gonna go parabolic
1 · Reply
NasdaqFrontier6
NasdaqFrontier6 Aug. 9 at 4:07 PM
THE AI INVESTING CYCLE PHASE 2 — CONNECTING $CRDO — Credo $ANET — Arista Networks $MRVL — Marvell $ALAB — Astera Labs $COHR — Coherent The AI boom started with chips. Then the bottleneck moved to networking and connectivity. Now the next phase may be about renting compute at massive scale. The interesting part? Each phase creates a new group of potential winners. Owning the compute. Connecting the compute. Monetizing the compute. The AI cycle may be much bigger than GPUs alone. Follow my profile and check my homepage for the next AI infrastructure opportunities I’m watching before the market fully prices them in. NFA. DYOR.
0 · Reply
JuanitaBayas230
JuanitaBayas230 Aug. 9 at 2:32 PM
$ARM $TXN $KLAC $AXP $ANET Arm powers next-generation chip designs, Texas Instruments benefits from industrial semiconductors, KLA dominates semiconductor process control, American Express serves premium consumers, and Arista Networks leads AI networking.
0 · Reply
holdingbags
holdingbags Aug. 9 at 3:40 AM
$ANET again, another name that needs follow through.
0 · Reply
Dvb3445
Dvb3445 Aug. 9 at 12:52 AM
$ANET MONDAY = $200+
0 · Reply
TrendAlpha
TrendAlpha Aug. 8 at 9:33 PM
AI IS STILL IN THE EARLY INNINGS - AND THESE NAMES ARE KEY Jensen Huang says the AI buildout is only getting started. Here are 15 stocks covering the full AI stack. $NVDA - Nvidia | Semiconductors The core engine powering AI $ASML - ASML Holding | Chip Equipment A critical bottleneck in advanced AI chips $ANET - Arista Networks | Networking High-speed connectivity for AI GPUs The AI race is just beginning - and the infrastructure behind it could be the bigger opportunity. Visit my profile for the latest trading ideas, strategies, and market insights.
0 · Reply
Krakow11
Krakow11 Aug. 8 at 1:03 PM
$ANET Same old pattern as always. Multiple upgrades but this stock takes its time to manifest that in its price. Patience is key or is it?
2 · Reply
petrus61magnum
petrus61magnum Aug. 7 at 11:23 PM
$ANET come Monday buying puts every day for the close… And then someday they’ll turn it around 
0 · Reply