In this post I’m sharing with you my Watchlist. Stocks that I would like to buy if the price is right. What is your opinion on this watchlist? Feel free to share yours with me and everyone too.

Arista Networks
Price
Discussione su ANET
Messaggi
23Depot update
First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅
As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈
since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹
At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆
In my portfolio introduction post, I mentioned that I would like to $DHR (-0,72%) against $SYK (+0,13%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (-0,81%) I also parted with
I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂
I tried as best I could to increase "every" position in the portfolio a bit🧐
First of all, I'll mention the positions that were further expanded
$VWCE (-0,56%) + ~10k
$GRAB (+0,39%) + ~1k to (3.38)
$BLK (-0,72%) + ~ 1.3k (678)
$ASML (+0,35%) + ~2.7k (555,45)
$GOOGL (-0,5%) + ~ 1.5k (124,66)
$MPWR (-2,2%) + ~ 1.6k (409,21)
$SOFI (+1,02%) + ~ 0.7k (7,78)
$LIN (-0,63%) + ~ 1.1k (388,20)
$QCOM (-1,22%) + ~ 1.5k (113,62)
$CRWD (+0,12%) + ~ 0.9k (289,75)
$MSCI (-0,75%) + ~1.3k (451)
$V (-0,67%) + ~ 1.4K (274)
$AMZN (-0,28%) + ~ 1.4K (159,74/159,34)
$MSFT (+0,71%) + ~ 1.7k (335/337,75)
$MC (-1,47%) + ~ 1.9k (482,31)
$NOVO B (+0,45%) + ~ 2.5k (51,68)
$ABBV (+0%) +~ 1.5k (152)
$NVDA (-2,42%) +~ 2k (85,04)
$UNH (-2,45%) +~ 1.7k (336,30)
$PEP (-0,89%) +~ 1.1k (114,97)
$MRK (-1,02%) +~ 1k (67,70)
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now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇
$SYK (+0,13%) ~ 2.1k (305,72)
$META (-0,96%) ~ 1.4k (467,30)
$AVGO (-4,11%) ~ 1.1k (156,76)
$ISRG (+0,16%) ~ 1.6k (398,30)
$SPGI (+0,34%) ~ 1.2k (403,22)
$ANET (-0,24%) ~ 1.8k (70,50/58,65)
$UNP (-0,2%) ~ 0.9k (187,56)
$CAT (-0,41%) ~ 1.5k (246,50)
(I hope I have not forgotten anything)
I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬
Now I'm curious to see what you've bought, my dear investors?
Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣
thanks again for reading 🥸
in that sense
have a nice weekend ✌️

Business at Arista is up and running
- Revenue was $2.005 billion, an increase of 3.9% compared to the fourth quarter of 2024 and an increase of 27.6% compared to the first quarter of 2024
- GAAP net income of $813.8 million, or $0.64 per diluted share, compared to GAAP net income of $637.7 million, or $0.50 per diluted share, in the first quarter of 2024.
- In May 2025, Arista's Board of Directors approved an additional repurchase program of up to $1.5 billion The actual timing and size of repurchases will depend on market and business conditions, capital requirements, share price, acquisition opportunities and other factors.
Source

Arista Networks, Inc. reported earnings Q1 FY2025 results ended on Mar 31, 2025
🌱Revenue & Growth
- Total Revenue: $2.005B, +27.6% YoY
- Product Revenue: $1.692B, +27.4% YoY
- Service Revenue: $312.3M, +28.7% YoY
- Revenue Growth: +3.9% QoQ
💰Profits & Health
- GAAP Gross Margin: 63.7%, unchanged YoY
- Non-GAAP Gross Margin: 64.1%, -0.1% YoY
- GAAP Net Income: $813.8M, +27.6% YoY
- Non-GAAP Net Income: $826.2M, +29.6% YoY
- GAAP EPS: $0.64, +28% YoY
- Non-GAAP EPS: $0.65, +30% YoY
📌Business Highlights
- Board authorized $1.5B stock repurchase program
- Introduced Cluster Load Balancing for AI networking
- Launched AI job-centric observability with CloudVision
- Recognized as leader in 2025 Gartner Magic Quadrant
- Completed $787M stock repurchases in Q1 2025
🔮Future Outlook
- Q2 2025 Revenue: ~$2.1B
- Non-GAAP Gross Margin: ~63%
- Non-GAAP Operating Margin: ~46%
continuing the dca
I continue to make small but recurring purchases during this volatile period, I also want to increase my position in large tech stocks like $AMZN (-0,28%)
$ASML (+0,35%)
$MU (+2,03%)
$TSM (+0,17%)
$ANET (-0,24%)
$GOOGL (-0,5%)
$CEG (-3,78%)
$MRVL (-2,82%) Do you think I should add another position or which one should I focus on reinforcing?
Arista Networks (ANET) - Networks for the future
For me, Arista is currently one of the most exciting tech stocks away from the big hype names. While the whole world is watching Nvidia, Arista is providing the infrastructure in the background so that the data streams can flow at all - whether in the data center, in the cloud or in AI-optimized networks in the future. And this is precisely where the appeal lies: Arista doesn't sell the show - it builds the stage.
Of course, the share price has fallen considerably since its high in January - down almost 45%. But let's be honest: fundamental weakness looks different. The company continues to grow, earns a decent amount and, with a P/E ratio of just over 45, is anything but overpriced for a premium tech stock - especially when you consider the growth opportunities.
What I particularly like is that Arista is positioning itself strongly in the field of AI infrastructure. While many companies are still writing concepts, Arista is already delivering ready-to-use solutions. This is not only future-proof, but also pretty smart. Cloud providers are among its biggest customers - including big names such as Microsoft and Meta.
In short: Arista is a hidden champion in the background of the AI boom. Anyone who believes in the cloud, data centers and AI should consider looking at the companies that provide the foundation for it. For me, this is a long-term quality stock - and after the correction, the entry looks quite interesting.
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