3Semana·

Arista Networks - a nobrainer?

If you look at the sales & earnings performance of $ANET (-9,36%) you can see a steady upward trend, which is not reflected in the share price. I am thinking about massively increasing my position again, as I see massive potential for the future in Arista Networks and in my opinion the share is clearly undervalued at the moment. What do you think?

4 Comentários

Chris@Multibagger

3Semana

One of the top picks for me. And from the last 13 F reports one of the biggest gainers in terms of participation by major investors. Vanguard alone bought USD 10.6 billion worth of shares in the last quarter 24 and the target price is USD 144. Investors bought in for an average of 110$.

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Wachstums_Aktionär@schokosahne

3Semana

The share is fundamentally an incredibly strong player.
You have no debt, the growth is right and their industry is also a dream because they offer something that others cannot.

The software is their moat and long term it's a great company for mixh and already have a lot of profit here, the valuation is appropriate for a technology company.

Quality deserves a high valuation

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Marto@Maddy-0

3Semana

I also had it on my screen...but then decided on Synopsis in the last few meters

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Pezi@Pezi

3Semana

I don't see it as undervalued. Fair value is around 65$...

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