Netflix - Netflix (NFLX)是2024年买入的最佳成长股之一，公司在2023财年经历了令人难以置信的转型，为长期增长奠定了基础[3] - Netflix公司大力投资于新的广告计划会员制度，目前正赢得客户基础，季度增长率达到70%，创造了全新的收入增长机会[4] Arista Networks - Arista Networks (ANET)是AI热潮的领头羊，未来24个月有望表现出色，其高性能计算(HPC)交换机在数据中心中发挥着关键作用[6] - Arista Networks的盈利能力在过去3年大幅增长，2023财年年净利润首次超过20亿美元，操作利润率保持在38.5%，Cloudvision平台继续推动数据中心网络流量优化[8] Shopify - Shopify (SHOP)在电子商务革命中继续发挥领导作用，2023年进行了重大重组，投资者对其推动盈利增长的能力持乐观态度[10] - Shopify在2023财年，营收同比增长26%至71亿美元，GMV增长20%至2359亿美元，自由现金流从负1.86亿美元转为9.05亿美元，成本削减措施取得成效，管理层对增加股东价值充满信心[12]

Artificial intelligence (AI) isn’t just a buzzword. According to Goldman Sachs, this transformative technology will disrupt industries and boost global economic growth. Considering the potential, let’s discuss some of the best AI stocks to buy in April that could have multi-year growth.It has become clear that AI will boost productivity across many industries. First, it will automate routine tasks like customer service and data entry, saving labor costs and freeing up employees for other tasks. Already, thi ...

Shares of Arista Networks, Inc. (ANET) have surged 72.9% over the past year, driven by solid demand trends and healthy customer additions. Its current fiscal-year earnings estimates have moved up 16.5% over the past year and that for the next fiscal year has appreciated 21.2%, implying healthy growth potential.Despite intense market volatility, this Zacks Rank #2 (Buy) stock appears to be a solid investment option at the moment. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here ...

公司业绩 - Arista Networks (NYSE:ANET) 自2015年以来股价大幅上涨，公司在FY23实现了33.8%的营收增长和51%的净利润增长[1] - Arista 预计在未来几年将继续保持高增长势头，实现22%的有机营收增长，反映数据中心市场营收增长25%，校园和其他领域营收增长10%[13] 市场竞争 - Arista 在云计算和人工智能工作负载领域经历了爆炸性增长，从传统交换机供应商如思科（CSCO）手中获得了大量市场份额[2] - Arista 在AI网络市场上面临来自Nvidia（NVDA）和Broadcom（AVGO）等竞争对手，需要密切关注他们的发展和研发路线图[17] 产品特点 - Arista 提供了可扩展且价格实惠的硬件，与思科和Juniper Networks（JNPR）等传统供应商相比，提供了更灵活的解决方案[3] - Arista 的产品针对高性能数据交换市场，适用于低延迟、叶脉和脊柱HPC网络设计，满足了人工智能网络的高带宽需求[5]

Arista Networks (ANET) 股价表现 - Arista Networks (ANET) 在最新的市场收盘中达到了306.42美元，较前一天上涨了0.6%。[1] - 云网络公司的股票在上个月上涨了13.34%，超过了计算机和技术行业的6.81%以及标普500指数的5.34%的表现。[2] Arista Networks (ANET) 财报预期 - 分析师和投资者将密切关注Arista Networks在即将公布的财报中的表现。[3] - 预计公司将报告每股收益为1.71美元，比去年同期增长了19.58%。[3] - 最新的共识估计预计公司营收为154亿美元，较去年同期增长了14.19%。[3] - 根据Zacks Consensus Estimates，整年的预计每股收益为7.41美元，营收为65.4亿美元，较去年分别增长了6.77%和11.55%。[4]

The Zacks Communication - Components industry appears well poised to benefit from healthy demand trends and an increasing user propensity to stay abreast of the latest digital innovations. However, price volatility due to elevated customer inventory levels, high capital expenditures for infrastructure upgrades, margin erosion, geopolitical conflicts and raging wars have dented the industry’s profitability.Nevertheless, Arista Networks, Inc. (ANET) , AudioCodes Ltd. (AUDC) and Turtle Beach Corporation (HEAR) ...

经纪推荐和Zacks Rank - 投资者通常依赖分析师推荐来决定是否买入、卖出或持有股票[1] - Arista Networks目前的平均经纪推荐（ABR）为1.64，介于1到5之间，表示强烈买入和买入之间[2] - 经纪推荐往往带有强烈的正面偏见，因为经纪公司对其覆盖的股票有利益关系，通常会给出强烈买入的评级[5] - Zacks Rank是一种可靠的股票评级工具，将股票分为五组，从Zacks Rank 1（强烈买入）到Zacks Rank 5（强烈卖出），可以帮助做出盈利性投资决策[7] - 经纪推荐和Zacks Rank虽然都在1到5的范围内，但它们是两种完全不同的衡量标准[8] - Zacks Rank主要基于盈利预期修订，与近期股价走势之间存在强烈相关性[11] - Zacks Rank和ABR在新鲜度方面也有关键区别，Zacks Rank会更及时地反映经纪分析师对盈利预期的修订[13] - Arista Networks的盈利预期保持不变，导致Zacks Rank为3（持有），可能需要对其买入等级持谨慎态度[16]

Arista Networks (ANET) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this cloud networking company have returned +16.5%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Communication - Components industry, which Arista Networks falls in, has gained 7.5%. The key question now is: What could be the stock's futu ...

股价表现 - Arista Networks (ANET) 最近的股价为 $286.92，较前一个交易日下跌了 -0.83% [1] - 云网络公司的股价在过去一个月内上涨了 10.53%，表现优于计算机和技术行业的增长率 3.42% 和标普500指数的增长率 2.97% [2] 财务预测 - 投资界将密切关注Arista Networks在即将发布的财报中的表现。公司即将公布的每股收益预计为 $1.73，较去年同期增长了 20.98%。目前的共识预测收入为 $15.4 亿美元，较去年同期增长了 14.19% [3] - Zacks Consensus Estimates 预测全年每股收益为 $7.46，营收为 $65.4 亿美元，分别较去年增长了 +7.49% 和 +11.55% [4] 分析师预测 - ANET 最近的分析师预测调整可能代表近期业务趋势的变化，积极的预测修正可视为公司业务前景的良好迹象 [5] - 研究表明，这些预测变化与即将到来的股价表现有直接关系。为了从中受益，公司开发了 Zacks Rank 模型，该模型考虑了这些预测变化并提供可操作的评级系统 [6] Zacks Rank 和行业评级 - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出)，自 1988 年以来，1 股票的年均回报率为 +25%。过去 30 天，Zacks Consensus EPS 预测上调了 0.68%。目前，Arista Networks 持有 3 (持有) 的 Zacks Rank [7] - 从估值角度看，Arista Networks 目前的前瞻市盈率为 38.76，高于行业平均前瞻市盈率 18.56 [8] - ANET 目前的 PEG 比率为 2.22，与市场上显著接受的市盈率相似，PEG 比率也考虑了公司的预期盈利增长。昨日收盘时，通信 - 部件行业的平均 PEG 比率为 1.5 [9] - 通信 - 部件行业属于计算机和技术行业。目前，该行业的 Zacks Industry Rank 为 81，位于 250 多个行业的前 33% [10] - Zacks Industry Rank 通过计算组内个别股票的平均 Zacks Rank 来评估特定行业群体的活力。研究显示，评级排名前 50% 的行业的表现是后 50% 的两倍 [11] 提醒 - 请记住依靠 Zacks.com 在接下来的交易日观察所有这些影响股价的指标，以及更多内容 [12]

Arista Networks (ANET) closed at $280.71 in the latest trading session, marking a -0.41% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.19%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 0.54%.Shares of the cloud networking company have appreciated by 6.16% over the course of the past month, outperforming the Computer and Technology sector's gain of 2.36% and the S&P 500's gain of 3.18%.The upcoming earnings r ...