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re: ANET - Arista Networks

Posted on 7/11/25 at 9:10 pm to
Posted by Morpheus
In your Dreams
Member since Apr 2022
7266 posts
Posted on 7/11/25 at 9:10 pm to
Guess we will see.

Not sure I know enough about it to make an informed opinion .

Someone thought it was a good idea and they are shareholders so I’m assuming they thought it through.

Certainly doesn’t mean it’s not wrong as you say.
This post was edited on 7/11/25 at 9:11 pm
Posted by FriscoTiger
Frisco, TX
Member since Aug 2005
4545 posts
Posted on 7/11/25 at 9:34 pm to
Five years ago they were the market leader, but once Broadcom bought them they have fallen way behind. When VMware owned them they had AT&T and other Telco's recommending them to small, medium and some larger enterprise customers. That is no longer the case and now that HP bought silverpeak and PRISMA has improved they will have a very tough time gaining market share in a super competitive market.
Posted by Morpheus
In your Dreams
Member since Apr 2022
7266 posts
Posted on 7/30/25 at 11:28 pm to
Up to $125 today.

The important numbers to note now after this year long thread is where the stock split at the end of December 24’ in a 4way at $420 and then was at $105.

Rose all the way to $130 when we had the “Tech” recession with all the new Tariff talk that sent them backwards earlier this year but seems to be fighting back.

Someone likes em.
Posted by Morpheus
In your Dreams
Member since Apr 2022
7266 posts
Posted on 8/5/25 at 10:48 pm to
Strong Q2 earnings report today and it was better than analysts expected.

CEO now expects revenue to be at 10 Billion by 2026 vs what they had been projecting which was by 2028.

All good news today.

Stock up to $133.
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