Some growth stocks have reported exceptional earnings that have investors excited about future earnings reports. While some companies report high revenue and rising net losses, others can grow their top and bottom lines.It’s possible to find companies achieving double-digit year-over-year revenue growth that also have high net profit margins. Pinpointing these investments before they become mainstream can unlock the doors to outperformance. These are some of the promising stocks to buy that can generate mas ...

Shares of data center equipment designer Arista Networks (ANET -1.78%) have been on fire, more than doubling since the start of 2023. The fourth-quarter 2023 earnings update justified this company's dominant position in the market as the realization settles in that artificial intelligence (AI) -- or maybe just accelerated computing -- is more than just a passing fad.But as Arista is ultimately a hardware-based business, periods of rapid growth can quickly come to an end. In fact, growth is expected to slow ...

Arista Networks (ANET) - ANET是计算机和技术领域中的一家公司，目前在Zacks Sector Rank中排名第13位[2] - ANET目前的Zacks Rank为2（买入），分析师对公司的盈利前景持乐观态度，全年盈利预期已经上调了3.5%[3] - ANET今年迄今为止的股价上涨了11.1%，表现优于整个计算机和技术行业的平均水平[4] - ANET属于通信-组件行业，该行业今年迄今为止的股价上涨了8.1%，ANET在该行业中表现更好[7] CrowdStrike Holdings (CRWD) - CRWD是另一家在计算机和技术领域表现优异的公司，今年股价上涨了29%[5] - CRWD的一致盈利预期今年已经增长了45.8%，目前拥有Zacks Rank 1（强烈买入）[6] - CRWD属于互联网-软件行业，该行业今年迄今为止的股价上涨了18.3%[8] - 投资者应该继续关注ANET和CRWD，因为它们可能会继续保持良好的表现[9]

SOPA Images/LightRocket via Getty Images Arista Networks (NYSE:ANET) was one of the hottest stocks in 2023, up 94%, in part due to its customers' eagerness to build out Artificial Intelligence ("AI") infrastructure after OpenAI introduced ChatGPT in late 2022. Two of Arista's largest customers, Microsoft (MSFT) and Meta Platforms (META) were also two of the most prominent investors in AI infrastructure last year. One of generative AI's most significant requirements is the type of networking equipment th ...

Yelp Inc. (YELP) reported fourth-quarter 2023 results, wherein earnings matched the Zacks Consensus Estimate and revenues surpassed the same. Also, the fourth-quarter top and bottom lines marked a significant year-over-year improvement.The company reported fourth-quarter earnings of 37 cents per share, which was in line with the consensus mark. The bottom line increased 32% from the year-ago quarter’s earnings of 28 cents per share, mainly driven by higher revenues and the benefits of disciplined cost manag ...

Key PointsArista Networks' fourth-quarter results surpassed analysts' expectations, and the company boosted guidance.Cloud computing dominance is fueling Arista's growth, as the company's CEO highlighted revenue from cloud titans Microsoft and Meta.Arista is collaborating with Nvidia, AMD and Intel on AI infrastructure.5 stocks we like better than Arista NetworksArista Networks Inc. NYSE: ANET may not be as well known among tech investors as Cisco NASDAQ: CSCO, but it's outperformed its larger rival by a wi ...

Investor’s Business Daily’s IBD 50 is “a weekly, rules-based, computer-generated stock index.” It “seeks to identify the current top 50 growth stocks.” Since the companies on the IBD Top 50 do tend to have strong fundamentals and excellent growth characteristics, it’s a good screening tool that enables investors to find good stocks to buy. Moreover, not all of the names on the list are well-known firms. It’s possible to find “hidden gems” well-positioned to outperform the stock market on the IBD 50. For exa ...

Cadence Design Systems (CDNS) - Cadence Design Systems是电子设计自动化软件提供商，专注于设计和验证集成电路，为智能手机到AI超级计算机等设备提供动力 [4] ASML Holdings (ASML) - ASML Holdings是极紫外光刻系统的领导者，为生产AI应用所需的先进芯片提供支持 [7] Arista Networks (ANET) - Arista Networks是高性能数据中心网络解决方案领导者，为AI应用之间的高效数据传输和通信提供支持 [12]

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Arista Networks (ANET) .Arista Networks currently has an average brokerage recommendation (ABR) ...

公司业绩 - Arista Networks在Q4和全年FY23的业绩中表现强劲，收入达到15.4亿美元，同比增长20%，远超市场预期[3] - 公司的核心产品线包括云、人工智能和数据中心产品，其中核心产品贡献了Arista收入的约65%[5] - 公司的毛利率稳定在62.6%，非GAAP运营利润率在FY23继续扩张至44.4%[7][8] 财务状况 - 非流动递延收入增长46.3%，现金及现金等价物大幅增加至19.38亿美元[10][11] 预测展望 - 公司预计长期运营模式下，收入将以约15%的复合年增长率增长，管理层对AI网络、数据中心和校园网络的持续增长持乐观态度[12][13] 风险因素 - 风险因素包括经济衰退可能导致企业保守预算，竞争对手如思科与英伟达合作可能对Arista构成竞争压力[16] 管理层信心 - CFO的离职和新CFO的上任并未影响公司的长期目标，管理层对公司的长期运营模式持续保持信心[17] 投资建议 - 综合Q4财报和管理层讨论，Arista仍然在实现长期目标的轨道上，具有强劲的增长前景，值得在任何回调时买入[18]