Entry176.0→Now181.19
AI networking growth makes Arista attractive. Open original source
ANET Arista Networks, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:15
Oct 18
Oct 18
El Arte de Invertir
AI networking growth makes Arista attractive.
Eisman is buying Arista Networks as an AI networking highway for data centers. He sees solid growth of 29% and 22%, high margins, EPS rising from $4 to almost $6, and the company can supply parts of the AI ecosystem without facing the same strategic chip restrictions as Nvidia.
ANET
Arista Networks, Inc.
Long
1ST
Position: Opened
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22:48
Oct 05
Oct 05
CNBC
Arista's AI networking opportunity; about 20% below its own $242 consensus target.
Jeff Kilburg recommends Arista as a way to participate in AI infrastructure spending. He highlights roughly 50% operating margins and the networking needed to connect hyperscalers' GPUs. Arista is about 20% below its consensus target of $242, while the other two named net stocks are not below their own consensus targets. He does not confirm an executed Arista purchase or current holding.
ANET
Arista Networks, Inc.
Long
1ST
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About ANET Investor Commentary
Across the available history and selected sources, Buzzberg tracks ANET (Arista Networks, Inc.) across 56 sources: 84 bullish vs 0 bearish calls from 91 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 285 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 4 other directions. Latest voices: Steve Eisman, Jeff Kilburg, thebigberbowski.