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2024-03-08 00:28:52 ET Summary David Tepper's 13F portfolio value increased from ~$5.07B to ~$5.79B this quarter. Tepper established new stakes in Oracle, ARK Innovation ETF, and United Parcel Service. Tepper increased his stakes in Microsoft, Amazon, Alibaba Group Holding, Ca...
2024-03-06 17:43:11 ET Arista Networks, Inc. (ANET) Morgan Stanley Technology, Media and Telecom Conference Call March 06, 2024, 01:15 PM ET Company Participants Jayshree Ullal - CEO Chantelle Breithaupt - CFO Conference Call Participants Meta Marshall - ...
Arista Networks, Inc (NYSE: ANET), an industry leader in data driven client to cloud networking, today announced a new network observability software offering merging network infrastructure performance and data from compute and server systems-of-record to deliver keen insights into application an...
2024-02-20 23:32:36 ET Summary Arista Networks reported strong growth in FY23, with revenue up 34% and improved margins. Management forecasts stronger adoption in eFY25. The company is well-positioned for higher networking speed requirements as companies further adopt GenAI. A...
2024-02-20 03:51:00 ET Shares of data center equipment designer Arista Networks (NYSE: ANET) have been on fire, more than doubling since the start of 2023. The fourth-quarter 2023 earnings update justified this company's dominant position in the market as the realization settles in ...
2024-02-19 04:40:50 ET Summary Arista Networks produced robust growth in 2023, driven by increased demand for AI infrastructure from customers like Microsoft and Meta Platforms. The company faces risks from high customer concentration. It provides networking infrastructure in ...
2024-02-16 08:30:17 ET Summary Arista Networks stock has increased strongly based primarily on higher market expectations. ANET has a history of beating expectations but is fairly valued so the stock remains a hold. Arista reported strong 4Q23 earnings, beating consensus estim...
2024-02-15 01:30:00 ET Summary Vision Capital is fundamental-driven, bottom-up, and only focuses on investing in long-only publicly-listed equities. For 2023, Vision Capital returned +69.9% versus the S&P 500’s +24.0%. A large majority of our holdings were sold off ...
2024-02-14 05:32:38 ET Summary Arista Networks has had impressive returns since the pandemic, driven by the deployment of AI and machine learning in the enterprise. Q4 earnings beat expectations, with strong revenue growth and expanding margins. ANET's growth initiatives, incl...
2024-02-14 03:33:43 ET Summary Arista Networks is down after 4Q23 earnings, as guidance might be seen as conservative despite upgrades in customer capex. The company has a strong market position in Ethernet AI and its wins over Infiniband solidifies Ethernet in the AI networking s...
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