04/29/2025, 06:27 AM UTC
Arista Networks：股价寻获支撑，财报前估值偏低（评级上调）Arista Networks: Shares Find Support, Undervalued Into Earnings (Rating Upgrade)
1. 分析师将Arista Networks（ANET）评级上调至“买入”，理由是财报前估值具备吸引力且技术面出现有利入场点；2. 尽管2025年股价下跌25%，ANET仍保持强劲盈利增长（毛利率64.2%），并作为AI和云基础设施领域核心标的；3. 风险包括行业竞争和AI支出依赖，但积极季节性趋势及88美元内在价值目标表明当前估值偏低，风险回报比具吸引力。1. The analyst upgrades Arista Networks (ANET) to 'Buy' citing attractive growth-adjusted valuation and a favorable technical setup ahead of earnings; 2. Despite a 25% YTD decline in 2025, ANET maintains strong earnings growth (64.2% gross margin) and is positioned as a key player in AI and cloud infrastructure; 3. Risks include competition and reliance on AI spending, but bullish seasonal trends and a $88 intrinsic value target suggest undervaluation and upside potential.---
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