Amerikaanse aandelen Terug naar discussie overzicht

Arista Networks (ANET)

1. nine_inch_nerd 27 april 2024 22:12

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Draadje geopend voor cloudnetwerkbedrijf Arista Networks!
   "De nieuwe Cisco"
   
   Arista Networks is an industry leader in data-driven, client to cloud networking for large data center/AI, campus and routing environments. Arista’s award-winning platforms deliver availability, agility, automation, analytics and security through an advanced network operating stack
   Arista was founded by industry luminaries Andy Bechtolsheim, Ken Duda and David Cheriton, launched in 2008 and is led by CEO Jayshree Ullal. Its seasoned leadership team is globally recognized as respected leaders and visionaries with a rich and extensive history in networking and innovation.
   The company went public in June 2014, is listed with NYSE (ANET), and currently has more than 9,000+ cloud customers worldwide.
   
   www.arista.com/en/company/company-ove...
   www.arista.com/en/
   
   Koers: nl.investing.com/equities/arista-netw...
   
   Vandaag heeft Marc Langeveld nog eens uitgelegd wat dit bedrijf interessant maakt.
   Minuut 1:27:45-1:32:15 Arista Networks
   youtu.be/btgCSlPcjKc?si=ajicQS0sHszbwdXo
   
   Hier een oude webcast van Langeveld bij Saxo rond 1 uur 11 min.
   Door je email op te geven en je naam kun je deze zien.
   www.home.saxo/nl-nl/campaigns/webinar...

   Bijlage:
2. nine_inch_nerd 28 april 2024 10:20

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Aankomende events:
   
   May 7, 2024 4:30 PM ET
   Arista Networks Q1 2024 Earnings Conference Call & Webcast
   
   May 21, 2024 1:45 PM ET
   J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference
   Webcast
   
   June 4, 2024 9:00 AM ET
   William Blair 44th Annual Growth Stock Conference
   Webcast
3. nine_inch_nerd 28 april 2024 10:57

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   ZACKS analyse
   
   Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
   Fri, Apr 26, 2024
   finance.yahoo.com/news/arista-network...
   
   Conclusion
   The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Arista Networks. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
4. nine_inch_nerd 28 april 2024 22:39

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Simply Wall St.
   
   Arista Networks' (NYSE:ANET) 31% CAGR outpaced the company's earnings growth over the same five-year period
   Sun, Apr 28, 2024
   
   REWARDS
   - Earnings are forecast to grow 10.42% per year
   - Earnings grew by 54.3% over the past year
   
   RISK ANALYSIS
   No risks detected for ANET from our risk checks.
   
   finance.yahoo.com/news/arista-network...
   simplywall.st/stocks/us/tech/nyse-ane...
5. nine_inch_nerd 29 april 2024 12:46

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Concurrent.
   
   Bron: Bolero.
   
   Juniper Networks boekte een 16% lagere omzet
   Het bedrijf boekte een 16% lagere omzet als gevolg van de trage vraag naar hun producten in een onzekere economie. Juniper publiceerde een winst van 29 cent per aandeel, vergeleken met de ramingen van analisten van 40 cent per aandeel.
   
   Commentaar Marc Langeveld:
   "Er was in 2024 Q1 bij JNPR sprake van Macro + Inventory Digestion, waar Arista ook last van zou kunnen hebben. Maar JNPR wordt ook afgeleid door hun acquisitie van HPE. Kan het voor ANET Q1 24 helaas niet helemaal uitsluiten, maar de capex trend voor 2025-2027 cloud infra ziet er voor ANET solide uit."
6. nine_inch_nerd 30 april 2024 15:24

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Arista Launches Next Generation Multi-Domain Segmentation for Zero Trust Networking
   Microsegmentation solution mitigates threats across east-west lateral networks
   www.arista.com/en/company/news/press-...
   
   SANTA CLARA, Calif.,-- April 30, 2024 -- Arista Networks (NYSE: ANET), a leading provider of cloud networking solutions, today announced a significant update to its Arista MSS? (Multi-Domain Segmentation Service) offerings that address the challenge of creating a truly enterprise-wide zero trust network. Without the need for endpoint software agents and proprietary network protocols, Arista MSS enables effective microperimeters that restrict lateral movement in campus and data center networks and thus reduces the blast radius of security breaches such as ransomware.
7. nine_inch_nerd 4 mei 2024 15:55

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Why Arista Networks Stock Flew Higher on Friday
   Sat, May 4, 2024
   finance.yahoo.com/news/why-arista-net...
   
   Upgraded to buy
   The person behind the Arista upgrade was Jefferies' George Notter, who now rates the stock a buy at a price target of $320 per share. Previously, he tagged it as a hold at a much lower price point ($240).
   The reasoning behind this is straightforward, clear, and entirely realistic. In his latest research note on the networking company, Notter said that spending on cloud computing is "extraordinary right now," a trend that plays very nicely into Arista's core competencies.
   That ramp-up in spending is due in no small measure to the skyrocketing popularity of artificial intelligence (AI). Many companies in a variety of economic sectors are intrigued by the many possibilities of AI and are gearing up to leverage the technology in their businesses. Due to its advanced nature, AI requires more powerful processing and greater storage requirements, hence the potentially lucrative opportunities for companies like Arista.
   
   Double-digit growth expected for the first quarter
   We should get a clearer picture of how the trend is affecting Arista next week; the company is scheduled to publish its latest set of earnings on Tuesday, May 7. On average, it is expecting a beefy 22% year-over-year rise in per-share net income (to $1.74), on the back of a 19% increase in revenue to $1.55 billion.
8. nine_inch_nerd 7 mei 2024 22:16

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   - Revenue of $1.571 billion, an increase of 2.0% compared to the fourth quarter of 2023, and an increase of 16.3% from the first quarter of 2023.
   - GAAP gross margin of 63.7%, compared to GAAP gross margin of 64.9% in the fourth quarter of 2023 and 59.5% in the first quarter of 2023.
   - Non-GAAP gross margin of 64.2%, compared to non-GAAP gross margin of 65.4% in the fourth quarter of 2023 and 60.3% in the first quarter of 2023.
   - GAAP net income of $637.7 million, or $1.99 per diluted share, compared to GAAP net income of $436.5 million, or $1.38 per diluted share in the first quarter of 2023.
   - Non-GAAP net income of $637.7 million, or $1.99 per diluted share, compared to non-GAAP net income of $452.5 million, or $1.43 per diluted share in the first quarter of 2023.
   
   “Arista is off to a strong start to 2024 with solid first quarter results,” said Jayshree Ullal, Chairperson and CEO of Arista Networks. “As we get ready to celebrate the 10th anniversary of our IPO in June, I am pleased with our progress in the Arista 2.0 journey as seen in breakthrough innovations, customer traction and building our next generation leaders."
   
   Commenting on the company's financial results, Chantelle Breithaupt, Arista’s CFO said, "We are pleased with our performance this quarter, which exceeded expectations across key financial metrics. Our commitment remains to deliver long-term value to our shareholders through sustained financial performance and strategic investments."
   
   Arista Networks, Inc. Reports First Quarter 2024 Financial Results
   Tue, May 7, 2024 at 10:05 PM
   finance.yahoo.com/news/arista-network...

   Bijlage:
9. nine_inch_nerd 7 mei 2024 22:58

   auteur info

   • nine_inch_nerd

     Lid sinds: 04 feb 2015

     Laatste bezoek: 30 mei 2024

   • Aanbevelingen

     Ontvangen: 4531

     Gegeven: 3746

   •    Aantal posts: 13.771

   Bijna 45 minuten nabeurs horizontale beweging eindstand 22:00u en nu komt ie los: +6% momenteel.
10. nine_inch_nerd 8 mei 2024 16:46

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Ben tevreden. Een rustige oplopende koers vandaag...

    Bijlage:
11. nine_inch_nerd 10 mei 2024 18:04

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Event:
    J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference
    May 21, 2024 1:45 PM ET
    
    Goeie rebound afgelopen week.
    
    Op moment weer bijna +6%. :)

    Bijlage:
12. nine_inch_nerd 11 mei 2024 17:28

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Arista Networks, Inc. Just Beat EPS By 25%: Here's What Analysts Think Will Happen Next
    
    finance.yahoo.com/news/arista-network...
    
    REWARDS
    - Trading at 17.2% below our estimate of its fair value
    - Earnings are forecast to grow 12.2% per year
    - Earnings grew by 50.9% over the past year
    
    RISK ANALYSIS
    No risks detected for ANET from our risk checks.
13. nine_inch_nerd 23 mei 2024 16:09

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Kleine correctie: -6% momenteel.
    Zoekende wat hier de oorzaak van is. Niet verwacht tijdens een NVDA hype.
14. nine_inch_nerd 23 mei 2024 19:00

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Ja, hier enig technisch gezwets...
    Nee, geen toegevoegde waarde.
    
    Nvidia's Rosy Outlook On Data Center Networking Chips Pressures Arista
    www.investors.com/news/technology/nvi...
15. nine_inch_nerd 24 mei 2024 18:59

    auteur info

    • nine_inch_nerd

      Lid sinds: 04 feb 2015

      Laatste bezoek: 30 mei 2024

    • Aanbevelingen

      Ontvangen: 4531

      Gegeven: 3746

    •    Aantal posts: 13.771

    Puur technische benadering...
    Zacks Equity Research
    
    Bears are Losing Control Over Arista Networks (ANET), Here's Why It's a 'Buy' Now
    Fri, May 24, 2024 at 3:55 PM GMT+2
    Shares of Arista Networks (ANET) have been struggling lately and have lost 5.8% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.
    The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this cloud networking company enhances its prospects of a trend reversal.
    finance.yahoo.com/news/bears-losing-c...