The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Arista Networks (ANET) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Arista Networks is a member of our Computer and Te ...

Buoyed by a holistic growth model, Arista Networks, Inc. (ANET) has skyrocketed 94.9% over the past year compared with the industry’s growth of 67.4%. It has also outperformed its peers like Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO) over this period.Driven by improved market demand on the back of a flexible business model and solid cash flow, Arista continues to benefit from strong momentum and diversification across its top verticals and product lines. The company has a software-driven, ...

When it comes to gaining exposure to the generative artificial intelligence (GenAI) growth boom, investors have many options. However, owning shares in AI chip makers, or software companies, isn’t the only way to play this trend. One can also gain exposure, by owning of edge computing stocks.What is edge computing? A computing model that differs from the traditional data server model, edge computing entails functions like calculations and data storage happening closer to the data source. This results in fas ...

文章核心观点 - 公司最近一个月股价上涨10.17%,超过行业和大盘的涨幅 [2] - 公司即将发布2024年第二季度财报,预计每股收益和营收同比分别增长22.15%和12.31% [3] - 全年来看,公司预计每股收益和营收同比分别增长14.12%和14.15% [4] - 分析师对公司业务健康状况和盈利能力持乐观态度,这反映在最近的估计修正中 [5][6] - 公司当前市盈率为45.7,高于行业平均水平,PEG率也高于行业平均 [8][9] 行业概况 - 公司所属的通信设备行业属于计算机和技术板块,行业排名靠前,在250多个行业中位于前24% [10][11] - 行业排名靠前的公司整体表现优于行业后半部分公司2倍 [11]

When stocks are cruising at or nearing 52-week highs, it reflects considerable bullishness with trends where buyers are in control. Stocks making new highs tend to make even higher highs, particularly when analysts' positive earnings estimate revisions are rolling in. That’s been precisely the case for Arista Networks (ANET) , Datadog (DDOG) , and Walmart (WMT) , all of which presently sport a favorable Zacks Rank and are trading near 52-week highs. Let’s take a closer look at what’s been driving the bullis ...

文章核心观点 - 公司最近一个交易日收盘价为$371.07,较前一交易日上涨1.35%,表现优于标普500指数[1] - 公司股价在过去一个月内上涨23.37%,超过了计算机和技术板块8.41%和标普500指数4.08%的涨幅[2] - 公司将于2024年7月30日发布财报,分析师预计公司每股收益将同比增长22.15%至$1.93[3] - 分析师预计公司收入将同比增长12.31%至$16.4亿[4] - 分析师预计公司全年每股收益和收入将分别同比增长14.12%和14.15%[5] 公司相关 - 分析师对公司的预测数据有所修正,反映了对公司业务和盈利能力的乐观[6] - 公司目前被评为Zacks Rank 1(强烈买入),这一评级系统在过去30年中表现出色[7][8] - 公司当前市盈率为46.24,高于行业平均水平17.94[9] - 公司当前PEG率为2.88,高于行业平均水平1.75[10] 行业相关 - 公司所属的通信-元件行业目前在250多个行业中排名靠后,位于底部19%[11][12] - 根据Zacks研究,排名靠前的行业往往能够战胜排名靠后的行业2倍[12]

文章核心观点 - AI如同现代版的“点石成金”许多AI股票在过去18个月大幅增长但分析师对部分AI股票不再乐观文章列举了华尔街认为股价将下跌的三只AI股票并探讨华尔街的观点是否正确[1] Arm Holdings相关 - Arm Holdings股票今年迄今飙升超120%其最新季度营收同比增长47%达9.28亿美元创历史新高超半数营收来自客户使用其芯片架构支付的特许权使用费AI是其关键增长动力[2] - 华尔街不看好Arm的近期前景其股票12个月平均目标价较当前股价低29%最悲观的分析师预测股价可能下跌65%[3] Palantir相关 - Palantir Technologies是AI领域的大赢家其股票在2024年上涨近50%主要得益于2月的大幅上涨其旗舰产品AIP推动公司2024年第一季度营收同比增长21%达6.34亿美元[4] - 尽管AIP前景良好但分析师认为Palantir的增长势头即将停止其股票12个月平均目标价较当前股价低约15%[4] Arista Networks相关 - Arista Networks股票今年飙升50%公司提供云网络技术AI推动其发展公司2024年第一季度营收同比增长超16%达15.7亿美元其CEO认为还有更多增长空间[5] - 华尔街对Arista既不过于悲观也不乐观其股票12个月平均目标价较当前股价低约6%[6]

Identifying the best growth stocks to outperform the market with is no easy task. Especially ones that can consistently outperform the market year after year. Odds are that if you are not new to the stock market, you’ve invested in a company that had one or more exceptional years followed by many bad ones. Suddenly your hard-earned cash is lost after what seemed like a sustainable rally. This is why careful selection of growth stocks is paramount to protect your wealth and limit the potential downside risk ...

文章核心观点 - Arista Networks (ANET)股票自2023年以来已经涨超47%,成为市场表现最佳的公司之一 [1][2] - Arista的解决方案已经成为数据中心和云计算环境的关键,人工智能的发展进一步增强了这一需求 [3][4] - Arista在每个季度都超过了Zacks EPS共识预期,并连续18个季度超过销售预期 [5] 财务数据总结 - Arista 2024财年和2025财年的EPS预估分别上调了6%和5% [6] - 预计Arista今年的年度收益将增长14%,2025财年将增长12%至每股8.90美元 [7] - 预计Arista 2024财年和2025财年的收入将分别增长14%和15%至77亿美元 [8] 估值分析 - Arista目前的市盈率为42.1倍,高于行业平均20.1倍和标普500指数23倍,但低于英伟达(NVDA)47.2倍 [8][9]

It’s no secret that the hardware industry stands to gain a lot from the boom in artificial intelligence. After all, it is the continued growth of the tech hardware industry that makes developments, such as AI, more available to the public.The global computer hardware market is expected to grow to $914.55 billion by 2028 at a 6.5% CAGR. While this growth comes from a myriad of factors, one of the more notable ones include the expansion of data centers. All of the cloud service industry leaders, Amazon (NASDA ...