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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Arista Networks Inc

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Citigroup cut Archer-Daniels-Midland Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>) price target from $51 to $49. Citigroup analyst Thomas Palmer maintained a Neutral rating. Archer-Daniels-Midland shares closed at $46.43 on Monday. <a href="https://www.benzinga.com/quote/ADM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc slashed the price target for DoorDash, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) from $240 to $230. Keybanc analyst Justin Patterson maintained an Overweight rating. DoorDash shares closed at $181.85 on Monday. See how other analysts <a href="https://www.benzinga.com/quote/DASH/analyst-ratings">view this stock</a>.</li>
<li>Stephens &amp; Co. increased Fastenal Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAST#NASDAQ">FAST</a>) price target from $75 to $80. Stephens &amp; Co. analyst Tommy Moll maintained an Equal-Weight rating. Fastenal shares closed at $81.30 on Monday. <a href="https://www.benzinga.com/quote/FAST/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Piper Sandler cut the price target for EastGroup Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EGP#NYSE">EGP</a>) from $175 to $172. Piper Sandler analyst Alexander Goldfarb maintained a Neutral rating. EastGroup Properties shares closed at $156.60 on Monday. <a href="https://www.benzinga.com/quote/EGP/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Mizuho cut the price target for Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>) from $105 to $71. Mizuho analyst Siti Panigrahi maintained an Outperform rating. Zoom Communications shares closed at $71.98 on Monday. <a href="https://www.benzinga.com/quote/CM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan slashed Science Applications International Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NASDAQ">SAIC</a>) price target from $148 to $140. JP Morgan analyst Seth Seifman maintained an Overweight rating. Science Applications International shares settled at $117.55 on Monday. <a href="https://www.benzinga.com/quote/SAIC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies cut Sempra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>) price target from $77 to $75. Jefferies analyst Julien Dumoulin-Smith maintained a Hold rating. Sempra shares closed at $69.73 on Monday. <a href="https://www.benzinga.com/quote/SRE/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Evercore ISI Group slashed Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) price target from $130 to $100. Evercore ISI Group analyst Amit Daryanani maintained an Outperform rating. Arista Networks shares closed at $73.59 on Monday.  <a href="https://www.benzinga.com/quote/ANET/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan increased the price target for Triumph Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGI#NYSE">TGI</a>) from $17 to $26. JP Morgan analyst Seth Seifman upgraded the stock from Underweight to Neutral. Triumph shares settled at $24.90 on Monday. <a href="https://www.benzinga.com/quote/TGI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised Alignment Healthcare, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALHC#NASDAQ">ALHC</a>) price target from $17 to $22. Baird analyst Michael Ha maintained an Outperform rating. Alignment Healthcare shares closed at $19.13 on Monday. <a href="https://www.benzinga.com/quote/alhc/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying ALHC stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="619" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15095450/image-115-1024x619.png" alt="" class="wp-image-872258" style="width:590px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15095450/image-115-1024x619.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15095450/image-115-300x181.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15095450/image-115-768x464.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15095450/image-115.png 1085w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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ALHC

DASH

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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 lowers the price target from $130 to $100.

Evercore ISI Group Maintains Outperform on Arista Networks, Lowers Price Target to $100

Citigroup analyst Atif Malik maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and lowers the price target from $121 to $92.

Citigroup Maintains Buy on Arista Networks, Lowers Price Target to $92

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has risen 12.5% since its last report. The company recently reported that it has 22.36 million shares sold short, which is 2.16% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.23 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?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">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?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">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/2025/1744650020_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://www.benzinga.com/pro/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 6.77%, 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?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">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

Looking Into Arista Networks's Recent Short Interest

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Shares of tech and software stocks are trading lower amid an overall market reversal as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 41 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 29% bullish and 68%, bearish.
Out of all of the special options we uncovered, 24 are puts, for a total amount of $2,138,381, and 17 are calls, for a total amount of $668,720.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $27.5 to $115.0 for Arista Networks over the recent three 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 $27.5 to $115.0 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/2025/1744311632_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>06/18/26</td>
<td>$20.6</td>
<td>$20.3</td>
<td>$20.5</td>
<td>$85.00</td>
<td>$412.0K</td>
<td>8</td>
<td align="right">202</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$19.1</td>
<td>$18.9</td>
<td>$19.1</td>
<td>$80.00</td>
<td>$194.8K</td>
<td>275</td>
<td align="right">142</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$15.0</td>
<td>$14.5</td>
<td>$15.0</td>
<td>$67.50</td>
<td>$168.0K</td>
<td>28</td>
<td align="right">4</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$20.8</td>
<td>$20.5</td>
<td>$20.8</td>
<td>$85.00</td>
<td>$147.6K</td>
<td>8</td>
<td align="right">274</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$5.3</td>
<td>$5.2</td>
<td>$5.3</td>
<td>$70.00</td>
<td>$139.3K</td>
<td>9.6K</td>
<td align="right">368</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>Current Position of Arista Networks</h3>
<ul>
<li>Currently trading with a volume of 7,897,684, the ANET's price is down by -3.45%, now at $73.38. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 26 days.</li>
</ul>
<h3>What The Experts Say On Arista Networks</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $74.5.
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;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Piper Sandler continues to hold a Neutral rating for Arista Networks, targeting a price of $76. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Overweight rating for Arista Networks, targeting a price of $73. 
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://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Unpacking the Latest Options Trading Trends in Arista Networks

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Shares of communication equipment stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Morgan Stanley analyst Meta Marshall maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Overweight and lowers the price target from $118 to $73.

Morgan Stanley Maintains Overweight on Arista Networks, Lowers Price Target to $73

Piper Sandler analyst James Fish maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Neutral and lowers the price target from $108 to $76.

Piper Sandler Maintains Neutral on Arista Networks, Lowers Price Target to $76

A chaotic and volatile session kicked off the new week on Wall Street, with a start that offers <a href="https://www.benzinga.com/markets">little reason for optimism.</a>
The S&amp;P 500 opened with a gap below 4,900 points, then fiercely rebounded in the first hour of trading before the gains swiftly evaporated. Sentiment further deteriorated after Donald Trump adopted a more aggressive tone toward China.
On Truth Social, Trump stated that China had imposed retaliatory tariffs of 34%, on top of what he described as already record-setting tariffs, despite prior warnings that such measures would be met with significantly higher U.S. tariffs. He added that if China did not reverse the 34% hike by April 8, the United States would respond with additional tariffs of 50%, effective the following day.
He also indicated that all discussions with China regarding their requested meetings would be terminated, while negotiations with other countries that had expressed interest in talks would begin immediately.
The European Union signaled openness to implementing a zero-for-zero tariff agreement on industrial goods with the United States.
By 12:40 p.m. ET, the S&amp;P 500 was down 0.8%, the Nasdaq 100 fell 0.2%, and the Dow dropped 1.4%. Every sector remained in the red, with real estate and materials leading the losses.
In commodities, gold slipped 1.2%, heading for its third consecutive session of declines, while oil prices fell 2.3% to $60 a barrel, now down 16% from last week&#8217;s highs.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), which had been spared from last week&#8217;s global market rout, joined the bloodbath over the weekend, dropping 6.4% on Sunday and holding at $78,000 on Monday.
<h2 class="wp-block-heading">Monday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>17,363.12</td>
<td>-0.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,026.51</td>
<td>-0.9%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,806.00</td>
<td>-1.2%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>37,781.52</td>
<td>-1.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) eased 0.7% to $502.84.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) fell 1.2% to $378.31.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 0.2% to $421.93.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.9% to 179.64.</li>
<li>The&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) outperformed, up 0.1%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) lagged, down 2.2%.</li>
</ul>
<h3 class="wp-block-heading">S&amp;P 500&#8217;s Major Gainers</h3>
<ul>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) up 9.03% to $32.51</li>
<li>Dollar Tree, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) up 5.61% to $71.34</li>
<li>Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) up 5.16% to $13.45</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) up 4.74% to $61.89</li>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) up 4.65% to $48.26</li>
<li>Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) up 4.65% to $67.36</li>
<li>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) up 4.64% to $37.90</li>
</ul>
<h3 class="wp-block-heading">S&amp;P 500&#8217;s Major Losers</h3>
<ul>
<li>Schlumberger Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>) down 5.39% to $32.91</li>
<li>Eversource Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ES#NYSE">ES</a>) down 5.12% to $55.35</li>
<li>Genuine Parts Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPC#NYSE">GPC</a>) down 5.07% to $110.88</li>
<li>Lamb Weston Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>) down 5.03% to $56.03</li>
<li>AutoZone, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) down 4.96% to $3,472.18</li>
<li>NIKE, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) down 4.80% to $54.50</li>
<li>The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) down 4.77% to $337.01</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44667862/oil-crashes-to-60-per-barrel-as-recession-fears-grow">Oil Crashes To $60 Per Barrel As Global Recession Fears Grow</a></li>
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Image created using artificial intelligence via Midjourney.

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Government

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Macro Economic Events

Regulations

Broad U.S. Equity ETFs

Economics

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SPDR Dow Jones Industrial Average ETF Trust

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XLRE

Select Sector SPDR-Consumer Discretionary

Wall Street Turmoil Deepens As Trump Threatens Massive China Tariffs, Bitcoin Wobbles At $78K: What's Driving Markets Monday?

ASNS

CLRO

LITE

ONDS

Shares of communication equipment stocks are trading lower as global markets continue to decline following President Trump's announcement of sweeping tariffs.

PCLA

Shares of communication equipment stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$110.00</td>
<td>$42.1K</td>
<td>41.5K</td>
<td>79.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$315.00</td>
<td>$53.6K</td>
<td>2.0K</td>
<td>5.8K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$152.50</td>
<td>$36.8K</td>
<td>295</td>
<td>1.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$210.00</td>
<td>$356.0K</td>
<td>513</td>
<td>1.9K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$35.00</td>
<td>$45.9K</td>
<td>5.2K</td>
<td>1.4K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$75.00</td>
<td>$29.0K</td>
<td>7.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$110.00</td>
<td>$27.1K</td>
<td>1.8K</td>
<td>524</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$230.00</td>
<td>$47.0K</td>
<td>17.5K</td>
<td>448</td>
</tr>
<tr>
<td>MNDY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$270.00</td>
<td>$28.8K</td>
<td>1.6K</td>
<td>290</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$175.00</td>
<td>$79.0K</td>
<td>113</td>
<td>40</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on April 4, 2025. Parties traded 137 contract(s) at a $110.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $42.1K, with a price of $309.0 per contract. There were 41578 open contracts at this strike prior to today, and today 79221 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on April 4, 2025. Parties traded 72 contract(s) at a $315.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $53.6K, with a price of $745.0 per contract. There were 2065 open contracts at this strike prior to today, and today 5803 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bullish, expiring in 15 day(s) on April 17, 2025. This event was a transfer of 134 contract(s) at a $152.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $36.8K, with a price of $275.0 per contract. There were 295 open contracts at this strike prior to today, and today 1958 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bearish sentiment. It expires in 352 day(s) on March 20, 2026. Parties traded 193 contract(s) at a $210.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $356.0K, with a price of $1845.0 per contract. There were 513 open contracts at this strike prior to today, and today 1908 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bullish sentiment. It expires in 15 day(s) on April 17, 2025. Parties traded 174 contract(s) at a $35.00 strike. The total cost received by the writing party (or parties) was $45.9K, with a price of $264.0 per contract. There were 5259 open contracts at this strike prior to today, and today 1415 contract(s) were bought and sold. 
• For ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we notice a put option sweep that happens to be bullish, expiring in 44 day(s) on May 16, 2025. This event was a transfer of 88 contract(s) at a $75.00 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $29.0K, with a price of $330.0 per contract. There were 7835 open contracts at this strike prior to today, and today 1219 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 23 day(s) on April 25, 2025. This event was a transfer of 149 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $27.1K, with a price of $182.0 per contract. There were 1876 open contracts at this strike prior to today, and today 524 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be neutral, expiring in 79 day(s) on June 20, 2025. This event was a transfer of 50 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $47.0K, with a price of $940.0 per contract. There were 17573 open contracts at this strike prior to today, and today 448 contract(s) were bought and sold. 
• For MNDY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>), we notice a call option sweep that happens to be bullish, expiring in 44 day(s) on May 16, 2025. This event was a transfer of 12 contract(s) at a $270.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $28.8K, with a price of $2395.0 per contract. There were 1630 open contracts at this strike prior to today, and today 290 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option trade that happens to be bullish, expiring in 198 day(s) on October 17, 2025. This event was a transfer of 40 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $79.0K, with a price of $1975.0 per contract. There were 113 open contracts at this strike prior to today, and today 40 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AVGO

MNDY

MSTR

ORCL

10 Information Technology Stocks Whale Activity In Today's Session

Benzinga's options scanner just detected over 31 options trades for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) summing a total amount of $3,256,428.
At the same time, our algo caught 22 for a total amount of 2,905,558.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $60.0 and $107.5 for Arista Networks, spanning the last three months.
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Arista Networks options trades today is 1930.08 with a total volume of 54,023.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Arista Networks's big money trades within a strike price range of $60.0 to $107.5 over the last 30 days.
<h3>Arista Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743521468_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>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$503.2K</td>
<td>10.1K</td>
<td>394</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.0</td>
<td>$3.9</td>
<td>$3.9</td>
<td>$70.00</td>
<td>$430.6K</td>
<td>10.1K</td>
<td>4.2K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$32.0</td>
<td>$31.6</td>
<td>$31.7</td>
<td>$105.00</td>
<td>$253.6K</td>
<td>0</td>
<td>80</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$203.6K</td>
<td>10.1K</td>
<td>2.6K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.1</td>
<td>$4.0</td>
<td>$4.0</td>
<td>$70.00</td>
<td>$195.0K</td>
<td>10.1K</td>
<td>1.6K</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>Current Position of Arista Networks</h3>
<ul>
<li>With a trading volume of 2,267,446, the price of ANET is up by 0.48%, reaching $77.85.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 35 days from now.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $115.0.
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;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a positive move, an analyst from UBS has upgraded their rating to Buy and adjusted the price target to $115. 
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://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Arista Networks's Options: A Look at What the Big Money is Thinking

Deep-pocketed investors have adopted a bearish 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 31 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 29% leaning bullish and 41% bearish. Among these notable options, 12 are puts, totaling $1,022,850, and 19 are calls, amounting to $2,283,021.
<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 $38.75 to $135.0 for Arista Networks over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</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 $38.75 to $135.0 in the last 30 days. 
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743452153_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$8.7</td>
<td>$8.5</td>
<td>$8.6</td>
<td>$75.00</td>
<td>$430.0K</td>
<td>812</td>
<td align="right">550</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$7.1</td>
<td>$6.8</td>
<td>$6.9</td>
<td>$135.00</td>
<td>$379.5K</td>
<td>331</td>
<td align="right">551</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$11.4</td>
<td>$11.2</td>
<td>$11.2</td>
<td>$85.00</td>
<td>$336.0K</td>
<td>2.0K</td>
<td align="right">323</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$16.8</td>
<td>$16.6</td>
<td>$16.8</td>
<td>$75.00</td>
<td>$327.6K</td>
<td>63</td>
<td align="right">199</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$10.1</td>
<td>$9.8</td>
<td>$10.0</td>
<td>$100.00</td>
<td>$285.0K</td>
<td>618</td>
<td align="right">301</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>Current Position of Arista Networks</h3>
<ul>
<li>Trading volume stands at 10,158,876, with ANET's price down by -0.59%, positioned at $77.48.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 36 days.</li>
</ul>
<h3>What The Experts Say On Arista Networks</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $115.0.
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;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from UBS upgraded its action to Buy with a price target of $115. 
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://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

A Closer Look at Arista Networks's Options Market Dynamics

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying GRAIL, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRAL#NASDAQ">GRAL</a>), adding that he likes the <a href="https://www.benzinga.com/quote/GRAL">stock a lot.</a>
Supporting his view, Morgan Stanley analyst Tejas Savant, on March 18, raised the price target on the stock from $16 to $20.
&#8220;That' like a dice roll,&#8221; Cramer said when asked about Turkcell Iletisim Hizmetleri A.S. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKC#NYSE">TKC</a>). &#8220;That's a bridge too far for me.&#8221;
On the earnings front, Turkcell, on Feb. 27, posted an FY net profit of 23.52 billion Lira versus a year-ago profit of 18.13 billion Lira.
When asked about Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>), he said, &#8220;I'm going to say buy half right now, and then if it breaks down below 53, then you can buy more.&#8221;
Keefe, Bruyette &amp; Woods analyst Vasundhara Govil, on March 18, upgraded Block from Market Perform to Outperform but lowered the price target from $87 to $80.
Healthpeak Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>) is a &#8220;reasonable&#8221; REIT, Cramer said.
On Feb. 28, Scotiabank analyst Nicholas Yulico maintained Healthpeak Properties with a Sector Outperform and lowered the price target from $24 to $23.
The Mad Money host said Rubrik, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBRK#NYSE">RBRK</a>) is doing &#8220;very, very well.&#8221;
As per the recent news, NTT DATA partnered with Rubrik on Monday for cybersecurity ransomware protection.
Cramer said Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>) is a hold and prefers Boston Scientific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>) to Edwards Lifesciences.
On the earnings front, Edwards Lifesciences, on Feb. 11, posted better-than-expected quarterly earnings.
&#8220;We have to wait another quarter,&#8221; Cramer said when asked about Shake Shack Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHAK#NYSE">SHAK</a>).
Wells Fargo analyst Anthony Trainor, on Wednesday, initiated coverage on Shake Shack with an Equal-Weight rating and announced a price target of $95.
TransMedics Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMDX#NASDAQ">TMDX</a>) is an &#8220;interesting&#8221; company, Cramer said. &#8220;I'm not going to necessarily recommend it right here.&#8221;
Needham analyst Mike Matson reiterated TransMedics Group with a Hold rating on Wednesday.
&#8220;It's never been this cheap that I can recall,&#8221; Cramer said when asked about Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>). &#8220;Here's the problem, it's a data center stock.&#8221;
On March 5, UBS analyst David Vogt upgraded Arista Networks from Neutral to Buy and raised the price target from $112 to $115.
Price Action:
Turkcell Iletisim Hizmetleri shares fell 2.3% to settle at $6.08 on Thursday.
GRAIL shares gained 0.7% to close at $28.58 during the session.
Arista Networks&#8217; shares fell 3.3% to settle at $78.96.
Shake Shack shares rose 0.3% to settle at $93.62.
TransMedics Group shares gained 0.2% to close at $70.44.
Rubrik shares fell 3.8% to settle at $66.00.
Edwards Lifesciences&#8217; shares rose 0.1% to close at $71.19.
Block shares fell 3.5% to settle at $56.99 on Thursday.
Healthpeak Properties shares fell 0.4% to close at $20.22.
Now Read:
<ul>
<li><a href="https://www.benzinga.com/25/03/44534563/netflix-vertex-pharmaceuticals-and-more-on-cnbcs-final-trades">Netflix, Vertex Pharmaceuticals And More On CNBC&#8217;s &#8216;Final Trades&#8217;</a></li>
</ul>
Photo: Shutterstock

Mid Cap

Media

GRAL

SHAK

TMDX

Jim Cramer: Healthpeak Properties Is A 'Reasonable' REIT, Recommends Buying This Health Care Stock

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 23.21% on an annualized basis producing an average annual return of 33.97%. Currently, Arista Networks has a market capitalization of $103.53 billion. 
Buying $1000 In ANET: If an investor had bought $1000 of ANET stock 10 years ago, it would be worth $19,169.88 today based on a price of $82.09 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/2025/1743001222_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.

$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

DDOG

ESTC

MTSI

MVIS

PSTG

SAIL

SHOP

SNOW

SNPS

TEAM

Shares of companies in the broader tech sector are trading higher amid an overall market rebound on reports suggesting tariffs could be narrower and targeted.

The <a href="https://www.benzinga.com/money/momentum-trading">momentum trade</a> just hit a wall and the unwind has been nothing short of brutal.
JPMorgan analysts Dubravko Lakos-Bujas, Arun Jain and Bhupinder Singh note that the sharp reversal in momentum has erased two years of gains in just three weeks &#8211; one of the fastest unwinds in four decades. 
With mega-caps leading the drop and a dramatic shift towards low-volatility stocks, investors need to rethink their strategies.
<h2 class="wp-block-heading">What's Behind The Crash?</h2>
Extreme crowding in momentum stocks &#8211; primarily fueled by AI enthusiasm, high-rate expectations and pro-growth bets—came under pressure as macro risks resurfaced. 
The result? A 17% average decline among the Mag-7, triggering a $5.8 trillion market cap wipeout in the S&amp;P 500.
While forced liquidations and systematic deleveraging have cooled the immediate risk of another crash, JPMorgan warns that if this is a true regime shift, the unwind may only be one-third complete.
Read Also: <a href="https://www.benzinga.com//node/44450390">Charlie Munger&#8217;s Investment Wisdom: &#8216;If People Weren&#8217;t So Often Wrong, We Wouldn&#8217;t Be So Rich&#8217;</a>
<h2 class="wp-block-heading">Where Is Momentum Flowing?</h2>
Momentum is rotating away from quality growth and into low volatility and defensive plays. 
According to JPMorgan, stocks in the following sectors are seeing the strongest bid:
Utilities: NiSource Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>), Ameren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEE#NYSE">AEE</a>) and Evergy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVRG#NASDAQ">EVRG</a>)
Insurance: Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>), Brown &amp; Brown Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>) and Aon PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>)
Financial Services: Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) and Mastercard Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>)
Crowding in low volatility names has surged, pushing relative P/E valuations to record highs.
<h2 class="wp-block-heading">What To Watch Next</h2>
<h4 class="wp-block-heading">The Low-Volatility Boom</h4>
With the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) (small caps) lagging and defensive ETFs like the Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>) seeing inflows, the shift towards safety is clear. But JPMorgan warns that a further rate drop could push low volatility stocks into bubble territory, much like 2016.
<h4 class="wp-block-heading">High-Volatility Bargains</h4>
According to JPMorgan, stocks that have seen heavy multiple compression, making them attractive for value-seeking investors, include:
Semiconductors: Monolithic Power Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>))
Software: (Synopsys Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/snps#NASDAQ">SNPS</a>), Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), ServiceNow Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>))
Tech Hardware: (Arista Networks Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/anet#NYSE">ANET</a>), NetApp Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>))
However, without an intra-cycle reset or Fed pivot, a broad move into beaten-down growth stocks may be premature.
<h4 class="wp-block-heading">The Fed's Next Move</h4>
If rate expectations shift lower, expect bond proxies to gain further. If not, the defensive rally may stall, forcing a reassessment of positioning.
Momentum traders just got whipsawed and the rotation into low-volatility stocks has been rapid. While some safety plays look solid, overheating risks remain.
Investors should watch for signs of a structural shift &#8211; and be ready to pivot before the next wave hits.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com//node/44456554">Trade Wars, Fed Moves And A 40% Recession Risk &#8211; Is Your Portfolio Ready?</a></li>
</ul>
Photo: Shutterstock

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