Super Micro Computer (SMCI -1.27%) completed a 10-for-1 stock split in October 2024, and Arista Networks (ANET -1.28%) completed a 4-for-1 stock split in December 2024. Interestingly, neither stock has beaten the S&P 500 (SNPINDEX: ^GSPC) since the splits were announced, which is somewhat atypical.
Arista Networks remains a market leader in AI connectivity and networking solutions, despite temporary setbacks from trade tensions and tariff uncertainties. The Ethernet switching market for data centers is projected to grow in double digits, with Arista Networks continuing to outpace market growth. Arista's valuation is attractive at 24x forward EBITDA, presenting a compelling buying opportunity given its 25% EBITDA growth and market leadership.
Arista Networks Inc is a high-growth IT stock with a strong position in AI infrastructure, making it a compelling buy despite recent market volatility. The company's valuation, while not a bargain in terms of the current EV/S ratio, is justified by its continued market shares gains and its projected free cash flow margin of 44%. The company is a leader in the AI Networking space and revenues from the company is projecting $750 million in incremental revenue from back-end AI networking connections.
Five high-quality AI stocks are currently available on the dip at attractive valuations. These are ANET, PATH, JBL, BWXT and FIVN.
Major U.S. equities indexes sputtered in the midweek trading session following reports that President Trump would announce levies on vehicles imported to the U.S.
In the latest trading session, Arista Networks (ANET) closed at $86.94, marking a -0.65% move from the previous day.
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Arista Networks (ANET) reachead $83.99 at the closing of the latest trading day, reflecting a -1.29% change compared to its last close.
Five AI infrastructure behemoths have fabulous upside left in the near term. These are: NVDA, AVGO, ANET, MRVL, TEAM.
Arista Networks Inc ANET has seen a recent pullback with the stock down about 25% over the past month. But JPMorgan analyst Samik Chatterjee sees it as an opportunity rather than a red flag.
Data Center stocks have been hit hard in the market's recent wave of volatility, perhaps bringing about nice buying opportunities for those looking to join the trade.
Arista introduces new features to boost AI cluster efficiency and performance.