Posts on ANET

Latest ideas and analyses related to Arista Networks Inc. Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
ANET

+13 pts



ANET: Demand Strong, Robust Growth Gated by Supply Constraints

By junkfoodlover on Sept. 22, 2022, 12:24 p.m.
Tagged topics: supply constrained

Views: 6, Votes: 4, Responses: 0, Attachments: 1
ANET , COHR

+13 pts



Cloud Capex Growth to Moderate in 2023; Expect Networking & Optical to Buck Trends; Reiterate OW on ANET & COHR

By realjoe on Sept. 21, 2022, 3:12 p.m.
Tagged topics: slower growth

Views: 9, Votes: 4, Responses: 0, Attachments: 1
ANET

+34 pts



$ANET Managing to Shine Through Supply Clouds

By mooreideas on Aug. 2, 2022, 11:07 a.m.
Tagged topics: earnings results , beat expectations

Views: 13, Votes: 4, Responses: 0, Attachments: 1
VVNT , COMM , AVYA , AAPL , CRSR , CMBM , INFN , HPE , CIEN , QCOM , ANET , PSTG

+44 pts



Assessing deep recession risk for 27 companies; Trimming Base cases further as recession risk increases

By ethonomics on July 6, 2022, 6:40 p.m.
Tagged topics: analyst lowers estimates , recession risk

Views: 43, Votes: 6, Responses: 0, Attachments: 1
CSCO , JNPR , CIEN , ANET

+34 pts



Strong Orders, Backlog Should Be a Positive

By mooreideas on June 15, 2022, 5:10 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 5, Responses: 0, Attachments: 1
ANET , CMBM , CSCO , HPE , IIVI , JNPR , LITE , NOKIA

+34 pts



Silicon Valley Visit: Lots of Pent Up Demand for IT Infrastructure and Face-to-Face Meetings

By labjordan on June 10, 2022, 1:31 p.m.
Tagged topics: analyst checks

Views: 26, Votes: 4, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN

+36 pts



Key Takeaways from Global Hardware Outlook Call

By puckerman17 on June 7, 2022, 12:52 p.m.
Tagged topics: analyst checks

Views: 29, Votes: 5, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+50 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 42, Votes: 5, Responses: 2, Attachments: 1
AMD , INTC , NVDA , MRVL , AVGO , ANET , JNPR , FFIV

+18 pts



The high level play on Intel is that it is aiming to become, for lack of a more American term, a national champion. Gelsinger has...

By wineced142@azteen.com on May 9, 2022, 9:04 p.m.
Tagged topics: analyst checks

Views: 37, Votes: 7, Responses: 0, Attachments: 0
AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 59, Votes: 5, Responses: 1, Attachments: 1
ANET

+31 pts



$ANET driving share gains through smart supply management

By puckerman17 on May 3, 2022, 2:07 p.m.
Tagged topics: supply constrained

Views: 25, Votes: 1, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN

+36 pts



Commercial over Consumer with growing concern of recession and signs of reversal for Value over Growth

By bbern3 on April 1, 2022, 11:27 a.m.
Tagged topics: analyst checks

Views: 144, Votes: 3, Responses: 0, Attachments: 1
ANET

+35 pts



$ANET - analysts met with management, believe Arista can meet or exceed 2022 revenue expectations

By junkfoodlover on March 2, 2022, 10:04 a.m.
Tagged topics: non deal roadshow

Views: 136, Votes: 3, Responses: 0, Attachments: 1
ANET

+32 pts



$ANET: Beat & Raise on Cloud Titan/Enterprise strength

By realjoe on Feb. 15, 2022, 12:03 p.m.
Tagged topics: beat and raise

Views: 28, Votes: 2, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , DELL , HPQ , NTAP

+42 pts



$AAPL & $QCOM positioned to outperform on estimates upside and improving supply management

By puckerman17 on Feb. 7, 2022, 11:40 a.m.
Tagged topics: analyst checks

Views: 322, Votes: 5, Responses: 0, Attachments: 1
AAPL , QCOM , QRVO , SWKS , ANET , CIEN , FFIV , KEYS

+82 pts



Handset industry looks attractive given identifiable catalysts through 2022, and discount valuations

By mooreideas on Jan. 25, 2022, 12:51 p.m.
Tagged topics: earnings preview , buy the dip

Views: 381, Votes: 6, Responses: 0, Attachments: 2
CSCO , ANET , JNPR , FFIV , HPE , DELL , AAPL

+32 pts



Checks indicate supply headwinds showing signs of easing, though still elevated

By bbern3 on Jan. 20, 2022, 4:34 p.m.
Tagged topics: analyst checks , supply constrained

Views: 33, Votes: 1, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 227, Votes: 8, Responses: 2, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1