Morgan Stanley Maintains Arista Networks(ANET.US) With Buy Rating, Maintains Target Price $410

摩根士丹利维持Arista Networks(ANET.US)买入评级，维持目标价410美元

moomoo资讯 · 11/11 04:34 · 评级/大行评级

Morgan Stanley analyst Meta Marshall maintains $Arista Networks (ANET.US)$ with a buy rating, and maintains the target price at $410.

According to TipRanks data, the analyst has a success rate of 56.6% and a total average return of 6.1% over the past year.

AnalystRecentRatingAutoNews_210098_20241111_27e6ebec28513a7e2d4c77581d6036d9f5402f75_1731411072777595_mm_en

Furthermore, according to the comprehensive report, the opinions of $Arista Networks (ANET.US)$'s main analysts recently are as follows:

Arista Networks' revenue guidance is perceived as 'good but not great' and is likely 'conservative'. However, the less optimistic gross margin outlook, combined with potential softness in non-AI related revenue next year, could restrain the stock's performance.
Arista Networks surpassed Q3 forecasts and provided guidance for the next year with anticipated growth of 15%-17%, which although slightly below expectations, is perceived as likely conservative. There is optimism regarding Arista's acceleration in the artificial intelligence sphere, alongside its market share expansion in campus and routing.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

摩根士丹利分析师Meta Marshall维持$Arista Networks (ANET.US)$买入评级，维持目标价410美元。

根据TipRanks数据显示，该分析师近一年总胜率为56.6%，总平均回报率为6.1%。

AnalystRecentRatingAutoNews_210098_20241111_27e6ebec28513a7e2d4c77581d6036d9f5402f75_1731411072777595_mm_sc

此外，综合报道，$Arista Networks (ANET.US)$近期主要分析师观点如下：

Arista Networks的收入指导被认为是 “不错但不太好”，很可能 “保守”。但是，不太乐观的毛利率前景，加上明年非人工智能相关收入的潜在疲软，可能会限制该股的表现。
Arista Networks超出了第三季度的预期，为明年提供了指导，预期增长率为15％-17％，尽管略低于预期，但可能被认为是保守的。人们对Arista在人工智能领域的加速以及其在校园和路线方面的市场份额扩张持乐观态度。

提示:

TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。

TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。

分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。

总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。

声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。更多信息

Morgan Stanley Maintains Arista Networks(ANET.US) With Buy Rating, Maintains Target Price $410

Morgan Stanley Maintains Arista Networks(ANET.US) With Buy Rating, Maintains Target Price $410

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