Earnings season is always an exciting time for investors, with companies finally revealing what’s transpired behind closed doors. As usual, the big banks shifted the cycle into a much higher gear, with many other companies scheduled to follow suit. And concerning looming surprises, Arista Networks (ANET) , Coinbase (COIN) , and KB Home (KBH) could all bring positivity, with each boasting a positive Earnings ESP Score. But how do expectations stack up heading into the releases? Let’s take a closer look. Coin ...

Erik Isakson Background We think it is not controversial to say that data centers play an ever-increasing role in our daily lives. The networks that allow you to check your email or upload photos into the cloud (and everything in between) are ubiquitous, and in the middle of that ubiquity sits Arista Networks (NYSE:ANET). Until recently, Arista investors didn't have much to complain about. ANET vs SPY (Koyfin) Over the past three years Arista has, on a total return basis, delivered 218% to investors, while ...

In the latest market close, Arista Networks (ANET) reached $254.77, with a +1.43% movement compared to the previous day. The stock outpaced the S&P 500's daily gain of 0.02%. Elsewhere, the Dow lost 0.11%, while the tech-heavy Nasdaq added 0.1%. The the stock of cloud networking company has fallen by 15.66% in the past month, lagging the Computer and Technology sector's loss of 5.13% and the S&P 500's loss of 3.01%. The investment community will be closely monitoring the performance of Arista Networks in it ...

股市走势 - 2024年4月，华尔街的牛市在面临严重阻力，三大股指道琼斯指数、标普500指数和纳斯达克综合指数分别下跌了4.6%、5.5%和6.7%[1] - 最近的市场崩盘是暂时的，公司认为当前的下跌趋势为购买优质股票提供了良好的机会。在这个阶段，抄底购买将是最佳的投资策略，以充分利用华尔街的牛市。目前有几家大型企业巨头的估值非常有吸引力[7] 通胀情况 - 根据劳工部4月10日的报告，3月份的消费者价格指数（CPI）环比上涨了0.4%，同比上涨了3.5%。核心CPI（不包括食品和能源价格波动）环比上涨了0.4%，同比上涨了3.8%[4] - 美国的通胀率仍然居高不下，尽管在过去24个月里实行了严格的货币政策和极高的利率制度。联邦储备委员会官员担心，即使从2022年6月的峰值大幅下降，通胀率仍未显示出任何令人信服的迹象，逐渐接近目标水平2%[5] 投资预期 - 投资者的预期受到了6月份的影响。根据3月份CPI数据发布后，芝加哥商品交易所联邦基金观察显示，6月份降息的可能性仅为15%。大多数受访者现在预计首次降息将在9月份发生。更重要的是，16%的受访者预计2024年不会降息[6] 经济增长 - 美国经济基本面保持坚实。亚特兰大联储预测2024年第一季度的GDP增长率为2.9%。值得注意的是，2023年美国经济增长了2.5%。消费支出是美国GDP的最大驱动力，尽管储蓄率下降，但消费支出仍然强劲，这消除了近期经济衰退的可能性[8]

Arista Networks (ANET) closed the latest trading day at $259.27, indicating a -1.33% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.58%. Elsewhere, the Dow saw a downswing of 0.12%, while the tech-heavy Nasdaq depreciated by 1.15%. The cloud networking company's shares have seen a decrease of 8.42% over the last month, not keeping up with the Computer and Technology sector's loss of 0.47% and the S&P 500's loss of 1.09%. The upcoming earnings release ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Arista Networks (ANET) , which belongs to the Zacks Communication - Components industry. When looking at the last two reports, this cloud networking company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 18.73%, on average, in the last two quarters. For the most recent quarter, Arista Networks was expected t ...

If a start-up or renowned company doesn’t make money, it won’t last long. Therefore, earnings growth is the highest priority for any organization. So, what is earnings growth? Study a company’s revenues over a given period, subtract the production cost, and you have earnings. By the way, this is also considered the most important variable influencing share price. But, expectations of earnings play a significant role. Earnings Estimates & Share Price Movements Frequently, we have seen a decline in the stock ...

Escalating geopolitical tensions and inflation worries shook Wall Street last week. The three major indices capped weekly losses, with the S&P 500 shedding 1.5%, marking its worst week since October 2023. A broad decline in major bank shares after quarterly earnings failed to impress added to the chaos. All 11 major sectors in the S&P 500 closed the week in negative territory for the first time since September 2023. SPDR S&P 500 ETF Trust (SPY), the proxy version of the S&P 500 Index, shed 1.5% last week. W ...

Arista Networks股票分析 - Rosenblatt分析师将Arista Networks Inc (NYSE: ANET) 股票评级下调至“卖出”，导致股价下跌近10%[1] - 分析师Mike Genovese警告称，Arista Networks股票可能再跌20%，因为在人工智能热潮中可能无法获得预期的利益[2] - 尽管Arista Networks预计在当前季度每股盈利1.53美元，较去年同期的1.26美元有显著增长，但Genovese仍对该股持悲观态度[4]

The stock caught a big downgrade on an unexpected competitive threat from Nvidia. Shares of data center switch juggernaut Arista Networks (ANET -8.61%) plunged on Friday, down about 8.6% as of 2:20 p.m. ET. While the entire tech sector and frankly the entire market was down today, Arista was doubly affected by an analyst downgrade. The content of the downgrade was especially worrying, given that Arista may find itself with a tough brand-new competitor: Nvidia. Nvidia is getting into Ethernet switches Analys ...