Últimas noticias sobre Arista Networks (NYSE:ANET) Bolsa

Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

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Edge AI, Apple y la consolidación en el sector tecnológico marcarán el 2025, según predicciones de JPMorgan. Inversiones y oportunidades.

Edge AI y Apple lideran la revolución tecnológica en 2025: Predicciones de JPMorgan

Arista Networks Inc

Wall Street bulls held their ground to start 2025 despite the DeepSeek artificial intelligence (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ai#NYSE">AI</a>) news, tariff worries, and beyond.
The bulls are holding the line near the S&amp;P 500 and Nasdaq&#39;s 50-day moving averages and the post-Trump election breakout levels. The sideways start to 2025, which helped cool an overheated stock market, came even though earnings results and guidance have been largely positive. &nbsp;
See the Zacks&nbsp;<a href="https://www.zacks.com/earnings/earnings-calendar?icid=quote-detailed_estimates-nav_tracking-zcom-main_menu_wrapper-earnings_calendar">Earnings Calendar</a>&nbsp;to stay ahead of market-making news.&nbsp;
Today&#39;s episode of Full Court Finance at Zacks explores two Zacks Rank #1 (Strong Buy) stocks&mdash;Arista Networks and Robinhood Markets&mdash;that investors might want to buy heading into their earnings releases and hold for long-term growth.
<iframe height="360" src="//html5-player.libsyn.com/embed/episode/id/35180560/height/360/theme/standard/thumbnail/yes/direction/backward/" width="100%"></iframe>
<h2>&nbsp;</h2>
<h2>Why This Soaring AI Stock is a Great Buy-and-Hold Investment</h2>
Arista Networks ANET&nbsp;stock has ripped 75% higher in the last 12 months to triple the Zacks Tech sector. ANET&#39;s recent outperformance is part of a much stronger run over the last decade.
Arista is back above some key technical levels following its DeepSeek selloff. Yet, ANET trades 10% below its highs heading into its Q4 2024 earnings release on Tuesday, February 18.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/a8/93192.jpg?v=1406327644" /> 
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Arista Networks is a client-to-cloud networking powerhouse, concentrating on large AI, data center, campus, and routing environments. ANET&#39;s networking infrastructure expanded rapidly over the past decade alongside the explosion of cloud computing, big data, and most recently artificial intelligence.
Microsoft MSFT&nbsp;and Meta META&nbsp;are two of Arista&#39;s largest clients and both are dedicated to spending billions of dollars on their AI data center expansion despite the DeepSeek news.
ANET grew its revenue from $361 million in 2013 to $5.86 billion in 2023, posting 37% average sales growth in the trailing three years. Arista Networks is projected to boost its sales by 19% in FY24 and 18% in 2025 to $8.18 billion.
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The networking infrastructure firm is projected to grow its adjusted earnings by 26% in 2024 and 10% in FY25, following 52% EPS expansion in FY23. Arista&#39;s earnings revisions have continued to climb over the last year, and its Most Accurate FY25 estimate came 9% above consensus.
ANET&#39;s upbeat EPS outlook earns it a Zacks Rank #1 (Strong Buy) and it&#39;s topped our estimate by an average of 15% in the trailing four quarters. &nbsp;
Arista has an impressive balance sheet, with $7.4 billion in cash and equivalents and nearly $13 billion in assets against $3.6 billion in total liabilities and zero debt.
ANET&#39;s valuation could hold the stock back.&nbsp;ANET trades at 52X forward earnings, compared to Tech&#39;s 26X.
But Wall Street has gladly paid a big premium for ANET for a decade as they celebrate its growth in a critical industry.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/71/93194.jpg?v=270319654" /> 
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ANET stock skyrocketed roughly 2,800% in the past 10 years, leaving Meta&#39;s 840% and Microsoft&#39;s 850% runs in the dust and blowing away Tech&#39;s 320%. This includes a 240% surge in the last two years and a 45% jump in the last six months.
ANET tumbled on the back of the DeepSeek news, but buyers pushed it right back above its 50-day. The recent selloff and the comeback took it from heavily overbought RSI levels to neutral.
<h2>This Stock&nbsp;Might Be Ready for a Breakout After&nbsp;Climbing 385%&nbsp;in the Last Year</h2>
Robinhood Markets HOOD&nbsp;has been a Wall Street star over the last year, soaring 385%, including an 80% surge in the past three months. The free stock-trading app transformed into a true competitor to Fidelity and other online broker giants.
Robinhood looks ready to possibly surpass its 2021 peaks before or after it reports its Q4 results on Wednesday, February 12.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/3b/93195.jpg?v=695052651" /> 
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Robinhood helped change the entire online broker industry when it rolled out commission-free stock trading, which is now standard across many digital brokers including Fidelity. Robinhood has transformed from a popular pandemic-era trading app into a legitimate rival to Fidelity, catering to a large swath of investors and sophisticated traders with a growing portfolio.
Robinhood has rolled out retirement accounts, crypto trading, futures, and more. HOOD in October introduced Robinhood Legend, a browser-based desktop trading platform built for active traders.
Robinhood is expanding into the robo-advisor and wealth management&nbsp;businesses.&nbsp;HOOD in November agreed to buy TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs).
Wall Street is also glad Robinhood finalized its SEC settlement in January.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/88/93196.jpg?v=1011377958" /> 
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Robinhood grew its monthly active users by 7% YoY in Q3 to 11.0 million, with average revenue per user 31% higher to $105. HOOD&#39;s Assets Under Custody jumped 76% YoY to $152.2 billion, &quot;driven by continued Net Deposits and higher equity and cryptocurrency valuations.&quot;
HOOD is projected to swing from an adjusted loss of -$0.61 a share last year to +$0.97 a share in 2024 and then add 22% to the bottom line next year.
Robinhood&#39;s earnings outlook has surged over the last year, including 20% jumps for FY24 and FY25 in the last few months. HOOD&#39;s upward earnings revisions land it a Zacks Rank #1 (Strong Buy).&nbsp;&nbsp;
Meanwhile, its revenue is expected to pop 54% in FY24 and 23% higher in FY25 to hit $3.53 billion vs. $1.9 billion in 2023.
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Robinhood shares have skyrocketed 385% in the last year and 210% the last six months. HOOD might face some resistance at its post-IPO highs in 2021 (outside of a massive short-term spike). HOOD stock dipped on Thursday and it could test its 21-day or 50-day moving averages depending on its guidance.
Robinhood&#39;s valuation is improving, trading at a 50% discount to its 12-month highs at 44.9X forward 12-month earnings. Its PEG ratio, which accounts for its EPS growth outlook, sits at 0.7 vs. the Finance sector&#39;s 1.3 and Tech&#39;s 1.7.
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<a href="https://www.zacks.com/registration/pfp?ALERT=ZER_LINK&amp;t=MSFT&amp;ADID=SYND_BENZ_TCK_INVESTMENTIDEAS_2411524_MSFT&amp;cid=CS-BENZ-FT-investment_ideas-2411524">Microsoft Corporation (NASDAQ: </a><a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>): Free Stock Analysis Report 
&nbsp; 
<a href="https://www.zacks.com/registration/pfp?ALERT=ZER_LINK&amp;t=ANET&amp;ADID=SYND_BENZ_TCK_INVESTMENTIDEAS_2411524_ANET&amp;cid=CS-BENZ-FT-investment_ideas-2411524">Arista Networks, Inc. (NYSE: </a><a class="ticker" href="https://www.benzinga.com/stock/anet#NYSE">ANET</a>): Free Stock Analysis Report 
&nbsp; 
<a href="https://www.zacks.com/registration/pfp?ALERT=ZER_LINK&amp;t=META&amp;ADID=SYND_BENZ_TCK_INVESTMENTIDEAS_2411524_META&amp;cid=CS-BENZ-FT-investment_ideas-2411524">Meta Platforms, Inc. (META): Free Stock Analysis Report</a> 
&nbsp; 
<a href="https://www.zacks.com/registration/pfp?ALERT=ZER_LINK&amp;t=HOOD&amp;ADID=SYND_BENZ_TCK_INVESTMENTIDEAS_2411524_HOOD&amp;cid=CS-BENZ-FT-investment_ideas-2411524">Robinhood Markets, Inc. (HOOD): Free Stock Analysis Report</a>
<a href="https://www.zacks.com/commentary/2411524/2-market-crushing-tech-stocks-to-buy-in-february-and-hold-anet-hood?cid=CS-BENZ-FT-investment_ideas-2411524">To read this article on Zacks.com click here.</a>
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2 Market-Crushing Tech Stocks To  Buy In February And Hold: ANET, HOOD

Financial giants have made a conspicuous bearish move on Arista Networks. Our analysis of options history for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) revealed 24 unusual trades.
Delving into the details, we found 33% of traders were bullish, while 58% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $452,220, and 19 were calls, valued at $998,938.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $55.0 to $160.0 for Arista Networks over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Arista Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Arista Networks's substantial trades, within a strike price spectrum from $55.0 to $160.0 over the preceding 30 days.
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738786523_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$20.9</td>
<td>$20.7</td>
<td>$20.9</td>
<td>$127.50</td>
<td>$179.7K</td>
<td>100</td>
<td align="right">86</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$10.5</td>
<td>$10.3</td>
<td>$10.5</td>
<td>$110.00</td>
<td>$107.1K</td>
<td>2.6K</td>
<td align="right">207</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$38.3</td>
<td>$38.0</td>
<td>$38.0</td>
<td>$80.00</td>
<td>$98.8K</td>
<td>1.6K</td>
<td align="right">55</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$14.7</td>
<td>$14.6</td>
<td>$14.7</td>
<td>$115.00</td>
<td>$79.3K</td>
<td>2.0K</td>
<td align="right">239</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$14.5</td>
<td>$14.3</td>
<td>$14.35</td>
<td>$115.00</td>
<td>$71.8K</td>
<td>2.0K</td>
<td align="right">179</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Following our analysis of the options activities associated with Arista Networks, we pivot to a closer look at the company's own performance.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>With a trading volume of 4,076,522, the price of ANET is up by 3.02%, reaching $115.71.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 13 days from now.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $132.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Goldman Sachs continues to hold a Buy rating for Arista Networks, targeting a price of $135. 
&#x2A; Consistent in their evaluation, an analyst from Evercore ISI Group keeps a Outperform rating on Arista Networks with a target price of $130. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Markets

Check Out What Whales Are Doing With ANET

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 27.92% on an annualized basis producing an average annual return of 39.3%. Currently, Arista Networks has a market capitalization of $135.85 billion. 
Buying $100 In ANET: If an investor had bought $100 of ANET stock 10 years ago, it would be worth $2,753.65 today based on a price of $107.84 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738185308_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Here's How Much You Would Have Made Owning Arista Networks Stock In The Last 10 Years

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Shares of technology companies are trading higher amid a rebound in the broader space, which sold off on Monday amid AI competition concerns from China.

The AI boom that fueled a historic rally in semiconductor and infrastructure stocks over the past two years came to a screeching halt Monday, as a wave of selling swept through the market following the launch of DeepSeek, <a href="https://www.benzinga.com/markets/asia/25/01/43243584/deepseek-r1-vs-openai-what-consumers-need-to-know-about-ais-latest-challenger">China's open-source AI model.</a>
While NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) grabbed the top of headlines for its $600 billion market-cap wipeout — the largest single-day loss in U.S. market history — and triggered a 7.8% fall in the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>), the pain was even more severe in AI infrastructure stocks, which have soared on expectations of an arms race in AI-driven capital expenditures.
Power, cooling and data center giants that once rode the AI euphoria saw single-day losses exceeding 20%, as investors reassessed the sustainability of relentless spending in the sector.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>2023 Return</td>
<td>2024 Return</td>
<td> % Change on Jan. 27, 2025 </td>
</tr>
<tr>
<td>Vertiv Holdings Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</td>
<td>+251%</td>
<td>+136%</td>
<td>-29.87%</td>
</tr>
<tr>
<td>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>+66%</td>
<td>+257%</td>
<td>-28.31%</td>
</tr>
<tr>
<td>Astera Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</td>
<td>N/A</td>
<td>+154%</td>
<td>-28.08%</td>
</tr>
<tr>
<td>Comfort Systems USA, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>)</td>
<td>+79%</td>
<td>+106%</td>
<td>-25.65%</td>
</tr>
<tr>
<td>Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</td>
<td>+94%</td>
<td>+87%</td>
<td>-22.38%</td>
</tr>
<tr>
<td>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</td>
<td>N/A</td>
<td>+185%</td>
<td>-21.55%</td>
</tr>
<tr>
<td>Constellation Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>)</td>
<td>+36%</td>
<td>+91%</td>
<td>-21.00%</td>
</tr>
</tbody>
</table>
</figure>
&#8220;What makes Monday&#8217;s tech sell-off so jarring is that the valuations of many of these AI and tech companies offer no margin of error. Excessive valuation always becomes a problem, eventually, but fundamental news becomes a heightened problem when it is combined with excessive valuation,&#8221; said David Bahnsen, chief investment officer at The Bahnsen Group.
<h1 class="wp-block-heading">Why These AI Infrastructure Stocks Soared, Why They're Crashing Now</h1>
Stocks tied to data centers, power and networking, some of the biggest winners of the AI boom over the past two years, were hammered Monday as investors started questioning whether the relentless spending on AI infrastructure is truly sustainable.
<h1 class="wp-block-heading">1. Vertiv Holdings Co</h1>
Vertiv, a leader in data center cooling, surged 251% in 2023 and another 136% in 2024 as AI-driven computing loads pushed cooling demand through the roof. Yet, with concerns that data center expansion could slow, shares plunged nearly 30% on Monday, marking the worst day since Feb. 2022. 
<h1 class="wp-block-heading">2. Vistra Corp. </h1>
Vistra, one of the biggest power suppliers, had been riding the AI energy boom on bets that AI-driven electricity demand would continue to soar. Monday's sell-off crushed that narrative, sending shares down 28%, the worst single-day decline since the company went public in 2017.
In 2024, Vistra returned 257% to shareholders, recording the second-strongest performance among S&amp;P 500 stocks behind Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>). 
<h1 class="wp-block-heading">3. Astera Labs </h1>
Astera Labs, which specializes in connectivity chips for AI workloads, went public in 2024 and quickly gained 154% as its products became critical for AI data centers. However, Monday's rout saw the stock plummet nearly 30%, the worst drop since the company&#8217;s IPO last March, as investors feared a pullback in AI server deployments.
<h1 class="wp-block-heading">4. Comfort Systems USA</h1>
Comfort Systems, a HVAC and engineering solutions provider for commercial buildings and data centers, surged on AI-related construction demand. Yet, with AI firms now potentially reining in expansion, shares fell 26%. This represented the worst one-day drop since October 1999. 
<h1 class="wp-block-heading">5. Arista Networks </h1>
Arista Networks, a leading supplier of high-speed networking equipment for cloud providers, nearly doubled in 2023 as AI-driven upgrades boosted orders. Yet, with DeepSeek's efficiency raising questions about demand for high-end AI networking, the stock slid 22%.
<h1 class="wp-block-heading">6. GE Vernova </h1>
GE Vernova, the energy spin-off from General Electric, had benefited from AI-driven electrification trends, posting a 185% gain in 2024. However, with data center demand expectations cooling, shares slumped 21.5%.
<h1 class="wp-block-heading">7. Constellation Energy</h1>
Constellation, a nuclear energy leader, had been a key bet for long-term AI power needs, rallying 91% in 2024. On Monday, CEG shares tumbled 21% — the largest drop since the company&#8217;s IPO in 2022 — amid investor doubts creeping in over AI's real energy demand.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43250480/nvidia-sinks-below-200-day-average-for-first-time-in-2-years-deepseek-technical-reset">Nvidia Sinks Below 200-Day Moving Average For First Time In 2 Years As DeepSeek Sparks Historic Technical Reset</a></li>
</ul>
Photo: Pathdoc on Shutterstock.

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SOXX

7 AI Infrastructure Stocks Plunge Over 20%, Outpace Semiconductor Rout As DeepSeek Upends Investment Landscape

U.S. tech stocks are crumbling like dry sand in premarket trading Monday as Chinese open-source artificial intelligence platform DeepSeek R1 sparks investor fears over AI competition and capital allocation into <a href="https://www.benzinga.com/markets/equities/25/01/43221806/nvidia-amd-broadcom-smci-tsmc-and-other-tech-giants-lead-monday-pre-market-selloff-as-nasdaq-100-futures-plummet-over-650-points-amid-reports-of-chinese-ai-startup-deepseek-overtaking-chatgpt">high-cost American firms.</a>
Futures on the Nasdaq 100 plunged 4% as of 8:00 a.m. ET, setting the stage for their worst session since September 2022. 
Semiconductor stocks, the backbone of AI development, are bearing the brunt of the selloff, with AI darling Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) plunging 12%, potentially eyeing its worst day since March 18, 2020.
The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) is down 4.5%, with heavy losses also hitting Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), down 13%, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), down 11%, and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), down 9.5%.
AI infrastructure and data center stocks are also seeing steep declines, with GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) plummeting 14%, Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) and Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) both sliding 11.5%, and Arista Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) falling 10%.
The S&amp;P 500 is not immune to the fallout, with futures on the index falling 2.2%, while the Dow Jones Industrial Average is inching 0.8% lower due to its smaller exposure to tech. 
With AI stocks leading market gains over the past year, today's rout threatens to wipe out $1.2 trillion in market capitalization.
<h3 class="wp-block-heading">DeepSeek: A Game-Changer In AI?</h3>
DeepSeek R1, an open-source AI model, is reportedly rivaling top U.S. AI models at a fraction of the cost, leveraging lower-power NVIDIA chips to bypass U.S. export restrictions.
&#8220;DeepSeek has produced a large language model that rivals many of the leading U.S. offerings. And they've done it at a fraction of the cost, using less powerful chips,&#8221; said David Morrison, senior market analyst at Trade Nation.
Investors are now questioning whether AI software firms can sustain their pricing models. 
Bloomberg Intelligence analyst Mandeep Singh highlighted that OpenAI charges $200 per month for its premium subscription, raising doubts about its pricing power if open-source alternatives offer similar or superior performance at a significantly lower cost.
&#8220;How do you justify that cost if an open-source platform does it better?&#8221; Singh said.
With billions in capital expenditures planned for 2025-2027, any shift in corporate spending could redefine the trajectory of AI investing.
&#8220;I don't think they are walking back on 2025 capex,&#8221; Singh added, dismissing the idea that companies would scale back investments immediately.
The AI frenzy that has propelled the &#8220;Magnificent Seven&#8221; stocks to record highs is now facing its biggest test. With major U.S. tech earnings due this week, investors are demanding answers.
&#8220;If the Mag-7&#8217;s Q4 earnings disappoint, these seven stocks could drag the S&amp;P 500 down significantly since they account for a whopping 30.5% of the market cap of the index,&#8221; warned Ed Yardeni, President of Yardeni Research.
<h3 class="wp-block-heading">Chinese Stocks To Watch</h3>
In a note on Sunday, Goldman Sachs analyst Ronald Keung highlighted that DeepSeek's breakthrough could lower barriers to entry in AI, paving the way for increased global competition. 
&#8220;We believe increasingly agile Chinese models and significant improvement in computing cost efficiencies could drive further room for wider adoption, exploration, and proliferation of AI applications,&#8221; Keung said.
He also indicated the potential for Chinese AI firms to expand their influence, pointing to companies like Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), China's largest cloud provider, and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), which has deep AI integration within its WeChat ecosystem.
According to Keung, also data centers GDS Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>) and Vnet Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>) are expected to &#8220;benefit from ongoing public cloud and AI computing demand growth from multi-year higher AI adoption.&#8221;
Now Read: 
<ul>
<li><a href="https://www.benzinga.com/tech/25/01/43223228/satya-nadella-said-we-should-take-development-out-of-china-very-very-seriously-now-deepseeks-r1-has-emerged-as-chatgpt-killer-outperforming-openai-with-50x-cheaper-prices-heres-more">Satya Nadella Said &#8216;We Should Take Development Out Of China Very, Very Seriously.&#8217; Now, DeepSeek&#8217;s R1 Has Emerged As A ChatGPT Killer, Outperforming OpenAI With 50x Lower Costs: Here&#8217;s More</a></li>
</ul>
Image: Shutterstock

Broad U.S. Equity ETFs

Econ #s

AVGO

BABA

MRVL

TCEHY

VNET

DeepSeek Jitters Shatter US Tech Stocks, Wipe Out $1.2 Trillion On Wall Street: Analyst Eyes Four Chinese Giants Set To Benefit

AMAT

ASML

KLAC

LITE

LRCX

MPWR

ORCL

PSTG

SMCI

Shares of tech and AI stocks are trading lower amid AI competition concerns from China's DeepSeek.

Investors with a lot of money to spend have taken a bullish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 66 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 54% bullish and 25%, bearish.
Out of all of the special options we uncovered, 14 are puts, for a total amount of $812,079, and 52 are calls, for a total amount of $3,454,782.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $50.0 to $170.0 for Arista Networks during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Arista Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Arista Networks's substantial trades, within a strike price spectrum from $50.0 to $170.0 over the preceding 30 days.
<h3>Arista Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737576036_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$37.6</td>
<td>$37.1</td>
<td>$37.32</td>
<td>$97.50</td>
<td>$149.2K</td>
<td>777</td>
<td align="right">43</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$18.8</td>
<td>$18.2</td>
<td>$18.4</td>
<td>$125.00</td>
<td>$147.2K</td>
<td>1.8K</td>
<td align="right">115</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$36.5</td>
<td>$35.8</td>
<td>$35.6</td>
<td>$95.00</td>
<td>$142.5K</td>
<td>980</td>
<td align="right">52</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$3.8</td>
<td>$3.6</td>
<td>$3.6</td>
<td>$120.00</td>
<td>$140.4K</td>
<td>819</td>
<td align="right">432</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$16.2</td>
<td>$16.0</td>
<td>$16.0</td>
<td>$120.00</td>
<td>$139.2K</td>
<td>2.5K</td>
<td align="right">343</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 6,317,790, the ANET's price is up by 3.56%, now at $125.83. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 27 days.</li>
</ul>
<h3>What Analysts Are Saying About Arista Networks</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $132.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Evercore ISI Group keeps a Outperform rating on Arista Networks with a target price of $130. 
&#x2A; An analyst from Goldman Sachs has decided to maintain their Buy rating on Arista Networks, which currently sits at a price target of $135. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Spotlight on Arista Networks: Analyzing the Surge in Options Activity

Goldman Sachs analyst Michael Ng maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and raises the price target from $120 to $135.

Price Target

Analyst Ratings

Goldman Sachs Maintains Buy on Arista Networks, Raises Price Target to $135

Evercore ISI Group analyst Amit Daryanani maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Outperform and raises the price target from $110 to $130.

Evercore ISI Group Maintains Outperform on Arista Networks, Raises Price Target to $130

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has fallen 4.55% since its last report. The company recently reported that it has 13.00 million shares sold short, which is 1.26% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.36 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045923_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Arista Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 6.85%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Arista Networks's Recent Short Interest

Deep-pocketed investors have adopted a bullish approach towards Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ANET usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 20 extraordinary options activities for Arista Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 55% leaning bullish and 30% bearish. Among these notable options, 2 are puts, totaling $89,010, and 18 are calls, amounting to $1,155,585.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $47.5 to $140.0 for Arista Networks during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $47.5 to $140.0 in the last 30 days. 
<h3>Arista Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737042325_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$69.8</td>
<td>$69.1</td>
<td>$69.13</td>
<td>$47.50</td>
<td>$359.3K</td>
<td>426</td>
<td align="right">17</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$20.6</td>
<td>$20.3</td>
<td>$20.6</td>
<td>$122.50</td>
<td>$138.0K</td>
<td>243</td>
<td align="right">68</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$24.9</td>
<td>$24.5</td>
<td>$24.5</td>
<td>$95.00</td>
<td>$73.5K</td>
<td>975</td>
<td align="right">12</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$5.5</td>
<td>$5.4</td>
<td>$5.4</td>
<td>$115.00</td>
<td>$54.0K</td>
<td>594</td>
<td align="right">113</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$22.0</td>
<td>$21.7</td>
<td>$22.0</td>
<td>$95.00</td>
<td>$50.6K</td>
<td>2.7K</td>
<td align="right">15</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
After a thorough review of the options trading surrounding Arista Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Arista Networks</h3>
<ul>
<li>With a volume of 1,131,898, the price of ANET is up 1.94% at $118.35. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 25 days.</li>
</ul>
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20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Arista Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Arista Networks Unusual Options Activity

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 28.42% on an annualized basis producing an average annual return of 39.77%. Currently, Arista Networks has a market capitalization of $146.66 billion. 
Buying $1000 In ANET: If an investor had bought $1000 of ANET stock 10 years ago, it would be worth $28,451.50 today based on a price of $116.42 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736954108_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 10 Years Ago, You Would Have This Much Today

ABTS

AISP

AMBA

AMPL

ARQQ

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CIEN

ESTC

FIVN

FOXX

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SNPS

TIXT

TWLO

WDAY

WKEY

WULF

ZETA

Shares of companies within the broader tech sector are trading lower amid overall market weakness following recent economic data and a rise in yields. Also, the sector may be falling in response to a recent pullback in NVIDIA as investors evaluate CES announcements.

APLD

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Shares of companies within the broader tech sector are trading higher amid market strength and may be in reaction to Microsoft's plan to invest approximately $80 billion into AI data center development in FY25.

The change of the Company's independent auditor was made after careful consideration and evaluation process and was approved by the board of directors of the Company (the "Board") and the audit committee of the Board.

AirNet Technology Announced The Appointment Of Assentsure Pac As The Company's Independent Registered Public Accounting Firm To Replace Audit Alliance, Effective January 2

The tech world in 2025 is set to be defined by resilience, consolidation, and the unstoppable rise <a href="https://www.benzinga.com/topic/artificial-intelligence">of Edge AI</a>. 
JPMorgan analyst Samik Chatterjee has unveiled his top predictions for hardware and networking in 2025, and it's clear: the year will be all about resilience, edge AI, and a few surprising twists. Here's what investors need to know.
<h2 class="wp-block-heading">Apple, Edge AI: 2 Hot Tickets For 2025</h2>
Chatterjee is betting on Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to flex its muscles. He sees iPhone 17 hype and the rise of Edge AI keeping investors hooked. Forget the valuation debates—AI integration in smartphones and PCs could make Apple untouchable for much of the year.
While hyperscalers may grapple with AI scaling debates, Edge AI will steal the spotlight. By December, expect it to solidify as the darling of the tech world, powering smarter gadgets and keeping investors excited well into 2026.
AI's ROI remains focused on cost-cutting rather than driving revenue gains. Enterprises will stick to the basics, leveraging AI for leaner operations rather than headline-grabbing revenue boosts, the analyst said.
Read Also: <a href="https://www.benzinga.com/25/01/42758055/tim-cook-sundar-pichai-elon-musk-mark-zuckerberg-and-more-how-top-tech-ceos-ushered-in-2025-with-new-year-cheers-and-big-dreams">Tim Cook, Mark Zuckerberg, Elon Musk, And More: Tech Moguls Post Upbeat New Year Greetings: &#8216;Have A Good Feeling About 2025&#8217;</a>
<h2 class="wp-block-heading">Cloud Wars Favor Hardware</h2>
The long-running tug-of-war between on-premise and cloud infrastructure tilts toward hardware in 2025. According to Chatterjee, companies like Dell Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>) and Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) could shrug off fears of cloud dominance as enterprises reconsider the cloud's ROI for AI workloads.
<h2 class="wp-block-heading">AI Stocks: A Rollercoaster Ride</h2>
It won't be smooth sailing for AI-leveraged players like Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), per Chatterjee. Early-year uncertainty will weigh on shares until mid-year earnings provide clarity. 
Investors will wait for the likes of Nvidia Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell and 800G Ethernet switching to gain traction.
<h2 class="wp-block-heading">Valuation Squeeze, Cyclicality To Spark M&amp;A Frenzy</h2>
Premium valuations across the hardware sector will narrow the gap between winners and laggards, says Chatterjee. The year's theme? Find value in the underdogs or wait for M&amp;A opportunities to unlock hidden potential.
As Telco, enterprise, and cable players gear up for a cyclical rebound, consolidation could heat up. Chatterjee predicts stronger players will snap up rivals to amplify recovery gains and slash costs.
<h2 class="wp-block-heading">Contract Manufacturers: The New Favorites</h2>
Historically overshadowed by OEMs, contract manufacturers are ready to shine. Lower risks, better margins, and ties to AI infrastructure projects could make them 2025's surprise winners.
<h2 class="wp-block-heading">Tariff Troubles Overblown</h2>
Worried about tariffs? Don't be. Chatterjee expects years of supply chain investments to shield companies from the worst, leaving doomsayers scratching their heads as stocks rise.
<h2 class="wp-block-heading">EV, AV: Hype Fatigue Sets In</h2>
Electric and autonomous vehicles will face another year of growing pains. With U.S. EV subsidies on shaky ground and slower progress in autonomous tech, optimism might fizzle—except for robotaxis, which could gain traction in tightly controlled spaces, says Chatterjee.
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Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has risen 388.89% since its last report. The company recently reported that it has 13.63 million shares sold short, which is 1.32% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.44 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735677909_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Arista Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 7.10%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 28.03% on an annualized basis producing an average annual return of 39.37%. Currently, Arista Networks has a market capitalization of $138.93 billion. 
Buying $100 In ANET: If an investor had bought $100 of ANET stock 10 years ago, it would be worth $2,765.64 today based on a price of $110.28 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735677010_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Arista Networks 10 Years Ago Would Be Worth This Much Today

Investors with a lot of money to spend have taken a bearish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 19 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 42% bullish and 47%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $68,200, and 17 are calls, for a total amount of $912,074.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $52.5 and $121.0 for Arista Networks, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Arista Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale activity within a strike price range from $52.5 to $121.0 in the last 30 days. 
<h3>Arista Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735065922_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$39.3</td>
<td>$38.5</td>
<td>$39.0</td>
<td>$75.00</td>
<td>$195.0K</td>
<td>1.2K</td>
<td align="right">50</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$49.6</td>
<td>$48.7</td>
<td>$48.9</td>
<td>$65.00</td>
<td>$107.5K</td>
<td>2.9K</td>
<td align="right">22</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$31.2</td>
<td>$30.9</td>
<td>$31.2</td>
<td>$92.50</td>
<td>$74.8K</td>
<td>43</td>
<td align="right">25</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$5.8</td>
<td>$5.5</td>
<td>$5.4</td>
<td>$120.00</td>
<td>$65.1K</td>
<td>1.6K</td>
<td align="right">140</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$7.6</td>
<td>$7.5</td>
<td>$7.6</td>
<td>$120.00</td>
<td>$60.0K</td>
<td>1.1K</td>
<td align="right">108</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 2,040,311, the ANET's price is up by 1.39%, now at $114.66. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 48 days.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $121.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Arista Networks, maintaining a target price of $125. 
&#x2A; An analyst from Morgan Stanley has decided to maintain their Overweight rating on Arista Networks, which currently sits at a price target of $118. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

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