May. 22 at 2:24 AM
$ANET $GLW Thanks for loading GLW , the next jet ANEY is ready to fly. why ?
check updates just got in today.
The Raymond James Upgrade (The Big Catalyst)
Raymond James officially upgraded ANET to "Outperform" today and slapped a
$164 price target on it.
Clearing Up the Supply vs. Demand Narrative
Top management spoke at the JPMorgan Global Technology Conference just before today's session, which finally cleared up the post-earnings confusion
The Institutional Cash Flow Trap
A fresh analysis also dropped today highlighting that Arista’s Q1 operating cash flow exploded to
$1.69 Billion (compared to just
$641.7 Million this time last year). Deferred revenue jumped to
$6.20 Billion due to massive upfront contract payments from cloud giants.