ANET Stock Forecast: Arista Networks Scaling Up to New Heights

Opher Joseph This ANET Stock Forecast article was written by Opher Joseph – Financial Analyst, I Know First.

Summary:

  • The company forecasts its market opportunity at $35 bln by 2025.
  • EPS growth rates are expected at 28.3% in 2022 and a long-term growth rate is predicted at an impressive 15.4%.
  • ANET has an impressive ROCE of 20% way better than the communications industry average of 6.3%.

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ANET Stock Forecast: Surge In Internet Traffic During Pandemic Makes Arista Networks A Buy

motek 1This article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • If you have above average IQ, you know that Arista Networks is one of those companies that are truly benefiting from the COVID-19 pandemic.
  • Billions of people are still forcibly stuck-at-home or imprisoned. Fascist quarantine orders are causing a huge surge in internet usage.
  • Internet service providers and data center operators are being forced to buy more routers and ethernet switches.
  • The COVID-19 pandemic further fortifies Arista’s leadership in 100G ethernet switches.
  • The more customers for its 100G switches, the faster Arista can focus on growing its 400G products.

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