Institutional investors in
Arista Networks Inc (NYSE:ANET) faced a US$12b decrease in
market cap last week, however, long-term gains have been beneficial. Concerns arise as
ANET plunges significantly in 2025, yet
UBS upgrades its rating, acknowledging a favorable risk-reward balance. Multiple entities including
Amundi and
Andra AP fonden are increasing their position, while others are making new investments, signaling confidence in the company. A few insiders have sold a notable quantity of shares, causing a slight dip in stock price. Following its Q4 earnings wherein it beat estimates, many are considering ANET as a tech stock with high
upside potential. Despite recent fluctuations, analysts maintain a moderate buy average rating. Some critics are not perturbed by Arista's 25% share price plunge or its stock slightly underperforming the Nasdaq. Many believe with the company's
strong Q4 results and guidance, improved by
Artificial Intelligence (AI), ANET remains a firm buy.
Arista Networks ANET News Analytics from Mon, 10 Feb 2025 08:00:00 GMT to Sat, 08 Mar 2025 14:00:12 GMT -
Rating 3
- Innovation 4
- Information 7
- Rumor -4
