ARISTA NETWORKS ($ANET) ZAPS Q4—AI & CLOUD FUEL SURGE

ARISTA NETWORKS (ANET) ZAPS Q4—AI & CLOUD FUEL SURGE

(1/9)
Good evening, TradingView! Arista Networks (ANET) is buzzing—$ 7B in 2024 revenue, up 19.5% 📈🔥. Q4 shines with AI and cloud demand—let’s unpack this tech titan! 🚀

(2/9) – REVENUE RUSH

• 2024 Haul: $ 7B—19.5% jump from $ 5.86B 💥
• Q4 Take: $ 1.93B—25.3% up, beats $ 1.9B 📊
• EPS: $ 0.65—tops $ 0.57, up 25%
ANET’s humming—cloud’s got juice!

(3/9) – BIG PLAYS

• Q1 ‘25 Guide: 1.93 − 1.97B—above $ 1.907B 🌍
• Stock Split: 4-for-1—shares for all! 🚗
• AI Ties: Meta, NVIDIA deals spark buzz 🌟
ANET’s wiring the future—full throttle!

(4/9) – SECTOR SNAP

• P/E: ~54—premium vs. Cisco’s 17 📈
• Growth: 19.5% smokes sector’s 7%
• Edge: 70-80% Microsoft share—kingpin 🌍
ANET’s hot—value or stretch?

(5/9) – RISKS IN VIEW

• Clients: Microsoft, Meta—big eggs, one basket ⚠️
• Comp: Cisco bites back—AI race heats 🏛️
• Economy: Capex cuts could sting 📉
High flyer—can it dodge the turbulence?

(6/9) – SWOT: STRENGTHS

• AI Lead: $ 750M ‘25 target—cloud king 🌟
• Margins: 64.6%—profit punch 🔍
• Cash: 95% flow jump, no debt 🚦
ANET’s a lean, mean machine!

(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES

• Weaknesses: Client lean, high P/E 💸
• Opportunities: AI clusters, enterprise zip 🌍
Can ANET zap past the risks?

(8/9) – ANET’s Q4 buzz—what’s your vibe?

1️⃣ Bullish—AI keeps it soaring.
2️⃣ Neutral—Growth’s solid, risks linger.
3️⃣ Bearish—Premium fades fast.

Vote below! 🗳️👇

(9/9) – FINAL TAKEAWAY
ANET’s $ 1.93B Q4 and AI deals spark zing—$ 7B year shines 🌍. Premium P/E, but growth rules—champ or chase?