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瑞银升级“有利”风险回报，Arista Networks成为焦点
2025-03-05 21:29
- Arista Networks (NYSE:ANET) was in the spotlight on Wednesday as UBS upgraded the networking equipment maker, citing a “favorable” risk-reward after a recent sell-off.
- Shares rose 2.9% in premarket trading.
- “We are upgrading Arista to Buy from Neutral and raising our price target to $115 from $112 representing [roughly] 34% potential upside over the next 12 months,” analyst David Vogt wrote in a note to clients. “Our upgrade is supported by our view that investments in data center capex will remain strong growing at a [roughly] 25% CAGR through 2027. In addition, an acceleration in key Arista metrics including 'purchase commitments,' deferred revenue, and 'finished goods inventory' last quarter provides revenue recognition support that the company's CY25 revenue guidance of 17% is overly conservative relative to our 19% forecast and analysis that suggests growth could approach 25%. Therefore, with shares trading at [roughly] 35x and [roughly] 28x our CY25 and CY26 estimates ... we believe [the] risk/reward is attractive.”
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