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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
7949 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
4971 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
7949 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
7949 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.
Posted by Neauxla
New Orleans
Member since Feb 2008
34860 posts
Posted on 2/18/26 at 3:13 pm to
Anyone still in this? It seems to have stalled.
Posted by Morpheus
In your Dreams
Member since Apr 2022
7949 posts
Posted on 8/3/26 at 9:31 pm to
No stall, still balling.

186.50 today

Anyone here get in on this at any point?
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/3/26 at 9:50 pm to
quote:

100% retard money in this thread.

There’s been a $60 to $190 move in roughy 15 months. That’s the move. If you bought this, and sold it during that run. Congrats. Excellent trading,

If you are buying now, after the move is over, and the Forward PE is still 42 with a PEG approaching 2...

You are an idiot.

I mean, Price to Sales is 24 with Price to FCF at 52!

Going to get absolutely buried buying the top of a peak that will never come again.
This is a parody post.
Posted by Hitman67
Lumberton, TX
Member since Jul 2024
306 posts
Posted on 8/4/26 at 8:56 am to
I owned this stock about 3 years ago and made good money and sold, wish I wouldn't have. I bought 200 shares yesterday for the long haul.
Posted by Morpheus
In your Dreams
Member since Apr 2022
7949 posts
Posted on 8/4/26 at 11:17 am to
I’ll be honest I have no idea what the fuk that even means bro.
Posted by Morpheus
In your Dreams
Member since Apr 2022
7949 posts
Posted on 8/4/26 at 11:20 am to
Earnings report out today.

194.00 now
Posted by Neauxla
New Orleans
Member since Feb 2008
34860 posts
Posted on 8/4/26 at 11:28 am to
LFG! Take my 80 shares to the moon!
Posted by Morpheus
In your Dreams
Member since Apr 2022
7949 posts
Posted on 8/4/26 at 4:10 pm to
Up to $214 after today’s earnings call
Today!!

Quickly growing company Wow.
This post was edited on 8/4/26 at 4:18 pm
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/4/26 at 7:03 pm to
Congrats
Posted by Neauxla
New Orleans
Member since Feb 2008
34860 posts
Posted on 8/4/26 at 10:06 pm to
You still buying to sitting ?
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17568 posts
Posted on 8/4/26 at 10:28 pm to
sold last year after getting impatient with it. reeeeeee
Posted by Morpheus
In your Dreams
Member since Apr 2022
7949 posts
Posted on 8/5/26 at 12:24 am to
Been nibbling the last couple years and holding strong.
Always wish it was more at this point.

They did better than their projected earnings is why the nice bump today.

Steady frickin company so far.

Stuff can change in the blink of an eye now in this AI landscape so I’ve still been cautious.
This post was edited on 8/5/26 at 12:30 am
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