Cloud networking solutions leader Arista Networks (ANET)  has been a top-performing tech stock in recent years. Like Nvidia (NVDA) , Arista has seen its stock more than double since 2023, leading to a stock split.Implementing a 4-1 stock split on Tuesday, let’s see if now is still a good time to buy Arista’s stock with the company aiming to make shares more accessible to a broader base of investors.Image Source: Zacks Investment Research Arista’s Dominance & ConsistencyArista’s strong financial performance ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sc ...

It may come as a surprise to some that, broadly speaking, semiconductor stocks have underperformed in 2024. The PHLX Semiconductor Sector Index, a widely used proxy for semiconductor industry performance, has returned 21% this year. That is substantially less than the 28% total return of the S&P 500 Index. Additionally, 36 of the largest 70 semiconductor stocks in the United States have a negative total return this year. Furthermore, only 14 U.S. semiconductor stocks are beating the performance of the S&P 5 ...

Leveraging a software-driven, data-centric approach that helps customers build their cloud architecture, Arista Networks, Inc. (ANET) has surged 90.7% over the past year compared with the industry’s growth of 79.1%. It has also outperformed its peers like Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO) over this period.The Arista 2.0 strategy is resonating well with customers, with its modern networking platforms being foundational for transformation from silos to centers of data. The company i ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this articl ...

文章核心观点 - 通信组件行业受益于健康的需求趋势和用户对最新数字创新的关注增加，但价格波动、高资本支出、利润侵蚀、地缘政治冲突和战争等因素影响了行业的盈利能力 [1] - Arista Networks, Inc. (ANET), Corning Incorporated (GLW) 和 Harmonic Inc. (HLIT) 有望在长期内受益于对无缝连接的可扩展基础设施的需求增加 [2] 行业描述 - 通信组件行业主要由提供多样化电信产品和服务的公司组成，用于开发可扩展的网络架构、需求驱动的视频解决方案和宽带接入设备 [3] - 产品包括小型基站、路由器、天线等，用于服务提供商构建网络 [3] - 产品组合包括光纤和铜连接产品、混合光纤同轴设备、边缘路由器、城域Wi-Fi、存储和分配设备、调制解调器、EMTAs、网关、机顶盒、模拟和数字麦克风、音频处理器、LCD电视和笔记本电脑的玻璃基板、移动设备的陶瓷基板和实验室过滤产品 [3] 未来发展趋势 - **光纤密集化**：公司可能受益于软件驱动、数据中心的方法，帮助客户构建云架构并增强云体验 [4] - **高质量产品需求**：随着消费者和企业对网络的使用增加，对高质量网络组件的需求巨大 [5] - **增加可扩展性**：随着运营商转向融合或多用途网络结构，行业正在开发支持有线和无线网络融合的解决方案 [6] 行业排名和表现 - 通信组件行业在Zacks行业排名中位列第79位，属于前32%的Zacks行业 [9] - 行业在过去一年中上涨了79.9%，超过了S&P 500和Zacks计算机和技术部门的涨幅 [11] - 行业目前的市净率为6.86倍，低于S&P 500的8.79倍和计算机和技术部门的10.07倍 [12] 推荐股票 - **Arista Networks, Inc. (ANET)**：提供云网络解决方案，过去一年股价上涨83.4%，当前财年和下一财年的盈利预期分别上调了20.4%和19.1% [14] - **Corning Incorporated (GLW)**：生产用于多个市场的先进玻璃基板，过去一年股价上涨73.7%，当前财年和下一财年的盈利预期分别上调了3.7%和5.5% [17] - **Harmonic Inc. (HLIT)**：提供视频交付软件、产品和系统解决方案，过去一年平均盈利惊喜为65%，VGM评分为A [20]

Artificial intelligence (AI) is Wall Street’s new obsession, with companies discussing the technology in a snowballing fashion and helping to keep market sentiment positive.The robust quarterly results we’ve received from NVIDIA over the last year have added further fuel to the fire, with the company flexing the scorching-hot demand it’s been witnessing regarding its AI chips.Still, outside of NVIDIA, there are several other stocks investors can tap into for AI exposure, including Vertiv (VRT) , Arista Netw ...

The market expects networking company Arista Networks (NYSE: ANET ) to become a significant beneficiary of Artificial Intelligence ("AI") adoption, a prime reason the stock is up this year by around 70% as of November 25, substantially beating the S&P 500's (I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering backgr ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks w ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...