Arista Networks Inc
Why Cisco Is a Leader in the Switching Market
According to IDC, Cisco Systems’ share in the ethernet switching market was over 59% in 4Q15. Hewlett Packard Enterprise (HPE) closely follows at 9.3%.
How Cisco Is Creating Value for Shareholders
Cisco said its sales in 4Q17 plunged 4.0%, extending its top-line decline to seven consecutive quarters.
Cisco Introduces New Products to Keep Pace with the IoT Evolution
Cisco is looking to introduce a range of switch products that will enable businesses to keep up with the rapid change brought about by the IoT evolution.
Inside Switches: Why Is the Switching Business so Integral to Company Growth?
When a network contains a substantial number of devices, switches are used instead of hubs to ensure the communication between devices does not slow down.
What’s in the Cards for Cisco’s Q3 Earnings?
Cisco Systems (NASDAQ:CSCO) stock rose 3.92% on May 8 and closed at $42.99. The stock was trading 26.2% below its 52-week high of $58.26.
Get Real: Recession Fears, Is It Time to Panic?
In today’s Get Real, we saw the rationale of recession fears, the latest about Tesla’s European Gigafactory, Nike’s departure from Amazon, and more.
Why Does Cisco Expect Lower Revenues in Q2?
For the second quarter of fiscal 2020, Cisco expects its revenues to fall 3–5% YoY. The company plans to remain conservative with its outlook.
Two Tech Stocks Trading 40% below Their 52-Week Highs
Hardware networking tech stocks Nokia (NOK) and Arista Networks (ANET) have been hit hard recently. NOK is trading 47% below its 52-week high.
Will Cisco Adjust Its Forecast for Fiscal 2020?
Information tech and networking giant Cisco Systems (CSCO) is set to report its fiscal 2020 first-quarter results today at 4:30 PM ET.
Alteryx Stock Gains 8% after Strong Q3 Results
Alteryx shares have risen close to 8% in early market trading today. The company announced its third-quarter earnings during after-market hours on Thursday.
Fortinet and Qorvo Gain while ANET Sinks After-Hours
Tech stocks Qorvo (QRVO), Fortinet (FTNT), and Arista Networks (ANET) just reported earnings and are big movers in today’s after-hours trading session.
Overview: The status of Box’s initial public offering
One of the reasons why the IPO may be delayed is because of sub-optimal equity markets.
Cisco Stock Down 8% on Weak Outlook
Cisco (CSCO) stock fell 8% today after releasing its Q4 results after the market closed yesterday. Cisco reported sales of $13.4 billion, a rise of 6% YoY.
Tech Stocks: Are They Attractive after Recent Pullback?
Tech stocks led the sell-off. Investors have been concerned about a slowdown in tech spending after NetApp’s preliminary guidance on August 2.
Was Friday’s Tech Sell-Off Justified?
Last week, Donald Trump threatened 10% tariffs on $300 billion in Chinese imports. The stock market was sent tumbling on August 2, led by a tech sell-off.
ANET Stock Slumps despite Earnings Beat
Hardware networking company Arista Networks (ANET) saw its stock fall over 9.0% in early market trading today.
Arista Networks: Why Its Q2 Earnings Are Critical
Arista Networks’ (ANET) second-quarter earnings are expected on August 1. Analysts expect Arista Networks to post revenues of $606.86 million.
Is Arista Stock Undervalued after Its Recent Pullback?
Arista Networks (ANET) stock is trading at a forward PE multiple of 22.2x. This multiple doesn’t seem expensive considering that Arista stock has fallen close to 25.0% in the last two and a half months and considering its expected earnings growth rate going forward.
What Are Arista Networks’ Revenue Drivers in 2019 and Beyond?
Arista Networks (ANET) expects its total available market to reach $30 billion by 2023, up from $16 billion in 2018. The cloud networking market will continue to expand, and ANET expects to gain market share in the switching category.
Here’s Why Arista’s Slowing Revenue Growth Isn’t Too Concerning
In the first quarter of 2019, Arista’s sales slowed for the third consecutive quarter. We can see why investors were concerned, which drove its stock down. But is this really a cause for concern? Though the company’s sales are slowing, they’re still expected to grow ~20.0% annually in the next three years.
What’s Affected Arista Networks’ Performance Recently?
Arista Networks (ANET) stock fell 21.7% in May 2019. In the first three months of this year, the stock rose an impressive 51.0%. At that point, Arista had to justify its spectacular bull run to support its price rise. Sadly, it failed to do so.
Arista Networks Stock Has Fallen Almost 25.0% since April
Shares of hardware networking company Arista Networks have lost almost a quarter of their value since April 2019. Despite the recent pullback, Arista stock has gained over 12.0% since the start of 2019. The stock has created significant investor wealth over the years.
Arista Stock Is Trading 22.0% below Its 52-Week High
Arista Networks (ANET) shares have fallen 17.6% since the beginning of May. Despite the recent pullback, the shares have risen 22.0% YTD.
Arista Networks Stock Has Fallen Over 14% This Month
Arista Networks (ANET) stock has generated multifold returns to investors over the years.
Are These High-Growth Tech Stocks Trading at a Discount?
High-growth tech stocks have made a massive comeback this year after a volatile 2018.
These High-Growth Tech Stocks Could Be Undervalued
Let’s look at the high-growth tech stocks discussed in this series and their valuations at their current prices.
Arista Networks Is Trading at a Premium to Analysts’ Estimate
Arista Networks (ANET) was listed back in June 2014. The stock has generated multifold returns since then driven by impressive sales and earnings growth.
Will Arista Stock Rise Further in 2019?
Goldman Sachs (GS) upgraded Arista Networks (ANET) stock to a “conviction buy” last month.
A Look at Arista’s Revenue and Earnings Growth in 2019 and Beyond
Arista Networks’ revenue growth has been impressive in recent years. The company is operating in the mature hardware networking segment.
How Arista Networks Stock Has Performed in the Last Year
The stock of hardware networking company Arista Networks (ANET) has generated a return of 37% in the last 12 months.
Arista Expands Its Product Portfolio
Arista Networks (ANET) recently unveiled a new network application platform.
Why Cisco Thinks US Should Leave Huawei Alone
Cisco CEO Chuck Robbins said that the ongoing push by some Western governments to exclude Huawei from supplying equipment for the building of their 5G networks was unnecessary.
Why Cisco Fears for Its Future
Cisco Systems (CSCO) executives aren’t sitting pretty even as the United States and China negotiate a resolution to their trade war.
Nokia Brings LTE Network to Finnish Port
Nokia (NOK) and Ukkoverkot are providing a private LTE network at the Finnish port of HaminaKotka, the companies have announced.
What Does Nokia Spend on Research and Development?
Since August, Nokia (NOK) has secured at least 750 million euros in financing committed from two European banks.
ServiceNow Stock Rose More than 2% in November
In this series, we’ll look at the performances of high-growth tech stocks ServiceNow, Splunk, Pure Storage, Arista Networks, and Square.
Why Cisco Is Acquiring Ensoft
Cisco Systems is acquiring British networking software company Ensoft in a move to continue its expansion in the software and service space.
What’s Nokia Seeking with Its Dedicated Enterprise Group?
Nokia (NOK) has created a dedicated group that will be responsible for serving enterprise customers outside its core telecommunications market.
Cisco’s Hope after the Midterm Elections
Cisco Systems (CSCO) hopes the conclusion of the recent US midterm elections will create room for healthy discussions with China on trade.
Behind Cisco’s Latest Layoffs
Cisco Systems (CSCO) is shrinking its customer experience team, the Register has reported. As many as 300 jobs are reportedly being eliminated.
Could Cisco Be a Safe Bet for Investors?
Cisco (CSCO) is likely to experience revenue growth over the next three fiscal years despite being part of mature markets.
How Cisco Is Responding to Trump Tariffs
The latest round of tariffs targeting $200 billion worth of Chinese goods entering the US went into effect on September 24.
How Nutanix’s Valuation Stacks Up with Peers
On August 20, Nutanix’s (NTNX) market capitalization stood at $9.2 billion.
Will Amazon’s Entry into Hardware Devices Hurt Cisco and Juniper?
Amazon (AMZN) recently announced that it might start selling its own switching devices through its cloud unit, Amazon Web Services (or AWS), which could help shif traffic onto its own servers.
Arista Networks Is Challenging Cisco in Campus Networking
Morgan Stanley (MS) is optimistic about Arista Networks and reiterated an “overweight” rating in the stock with a price target of $310.00.
18 Earnings Reports We’re Watching Closely Next Week
Last big week of earnings kicks off with not a lot to show for it in the market The week of April 30 is an exciting one in terms of earnings, and here are 18 companies we will be watching closely: Monday McDonald’s Corporation (NYSE: MCD) – before the market opens – great year last […]
Cisco Aims to Transition to Recurring Revenue Sources
Cisco (CSCO) is transitioning its business model to rely more on software sales and recurring revenues.
Why Cisco-IBM Partnership Could Get Even Stronger
As part of the efforts to sharpen its security edge and turn around its fortunes, Cisco announced in May that it was partnering with IBM (IBM) to tackle cybercrime.
How Uber Complicates Alphabet’s Patent Philosophy
Given its war chest, Alphabet can pick up fights frequently and win many of them, which helps explain why its legal dispute with Uber is getting a lot of attention.
Cisco Systems Pushes Back against Patent Trolls
Earlier this year, Cisco Systems (CSCO) joined LOT Network, a nonprofit alliance originally forged by Alphabet’s (GOOGL) Google as a long-term defense against patent trolls.
Which Broadcom Segment Will Benefit Most from the Merger?
In fiscal 2Q16, wired revenue stood at $2.1 billion, which is a 439% YoY (year-over-year) growth.
How Did Juniper’s Data Center Growth Drive Switching Revenue?
Juniper Networks (JNPR) generated $176 million from its switching business segment. This represented a rise of 5% YoY and a decrease of 17% QoQ.
Where Does Juniper Stand in the Ethernet Switch Market?
In another record quarter in the Ethernet switching segment Juniper’s revenues rose 32% year-over-year and 5.8% quarter-over-quarter in 4Q15.