More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Arista Networks, Inc. (ANET) and Cisco Systems, Inc. (CSCO) are two of the leading players in the global networking industry. Arista offers one of the broadest product lines of data center and campus Ethernet switches and routers in the industry. It provides routing and switching platforms with industry-leading capacity, low latency, port density and power efficiency.   On the other hand, Cisco is the largest player in the networking space. The company has a strong presence in the router and switch market. ...

Arista Networks (ANET) shares ended the last trading session 9.4% higher at $76. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 12.2% loss over the past four weeks.Arista continues to benefit from the expanding cloud networking market, which is driven by the strong demand for scalable infrastructure. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance ...

Arista Networks (ANET -11.20%) stock got hit with big sell-offs Thursday as the market reacted to the Trump administration's new tariff policies. The company's share price ended the day down 11.1% in a session that saw the S&P 500 fall 4.9% and the Nasdaq Composite sink 6%.Yesterday, the Trump administration announced that a new 10% import tax on foreign-sourced products will take effect on April 5. On April 9, additional reciprocal import taxes will be placed on goods from a list of companies with which th ...

Arista Networks, Inc. (ANET) has plunged 30.7% over the past three months compared with the industry's decline of 6.4%. It has underperformed its peers, such as Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO) . While Juniper has declined 4.2%, Cisco has gained 4.4% over the same period. Three-Month ANET Stock Price Performance High Concentration Risks, Competitive Pressures Hurt ANET Arista 2.0 Strategy Gains Steam Arista continues benefiting from the expanding cloud networking market, driven b ...

U.S. stock markets closed first-quarter 2025 on a negative note. Wall Street is likely to remain volatile primarily due to uncertainty regarding the Trump administration's tariffs and trade policies, as well as their impact on the U.S. economy, particularly on an already elevated inflation rate. The technology sector, particularly artificial intelligence (AI)-related stocks, suffered the most following the Fed's ambiguity about further lowering interest rates anytime soon and the fear of a near-term recessi ...

Group 1 - AI stocks, particularly Arista Networks (ANET), are facing challenges due to tariff uncertainties and trade tensions, which cloud the overall outlook for the sector [1] - There are contrasting narratives in the market, with speculation surrounding Microsoft's involvement influencing investor sentiment [1] Group 2 - The analyst, Uttam, specializes in technology sector research, focusing on semiconductors, artificial intelligence, and cloud software, among other areas [1] - Uttam has a background in leading teams at major technology firms like Apple and Google, which adds credibility to his insights [1]

Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which ...

U.S. stock markets are likely to close the first quarter on a negative note. Wall Street is likely to remain volatile primarily due to uncertainty regarding the Trump administration’s tariffs and trade policies, as well as their impact on the U.S. economy, particularly on an already elevated inflation rate. Moreover, the fear of a near-term recession dampened investors’ confidence in risky assets like equities.At this juncture, we recommend five AI-related stocks with a favorable Zacks Rank to invest on the ...

Market Overview - U.S. stock markets have experienced significant volatility, with major indexes like the Dow, S&P 500, and Nasdaq Composite in negative territory year to date, and the S&P 500 and Nasdaq in correction zones [1] - The mid-cap S&P 400 is also in the red, while the small-cap Russell 2000 is in bear territory year to date [1] Technology Sector Insights - The technology sector, particularly AI infrastructure developers, has faced the most challenges, yet the AI frenzy continues as major tech companies invest heavily in AI [2] - Recent stock price declines have made several AI infrastructure stocks attractive for investment [2] Stock Recommendations - Five AI infrastructure stocks with favorable Zacks Rank and short-term price upside potential include NVIDIA Corp. (NVDA), Broadcom Inc. (AVGO), Arista Networks Inc. (ANET), Marvell Technology Inc. (MRVL), and Atlassian Corp. (TEAM) [3][4] NVIDIA Corp. (NVDA) - NVIDIA reported strong fiscal Q4 2025 earnings and provided optimistic guidance for Q1 fiscal 2026, driven by high demand for AI-powered GPUs [6][7] - Expected revenue and earnings growth rates for the current year are 50.9% and 46.8%, respectively, with a long-term growth rate of 25.7% [9] - Currently trading at a forward P/E of 27.73X, with a return on equity (ROE) of 112.33% [10] Broadcom Inc. (AVGO) - Broadcom's AI revenues surged 220% year over year to $12.2 billion, constituting 41% of semiconductor revenues [12] - Expected revenue and earnings growth rates for the current year are 20.3% and 34.7%, respectively, with a long-term growth rate of 19% [16] - Currently trading at a forward P/E of 22.4% discount to its 52-week high [17] Arista Networks Inc. (ANET) - Arista Networks benefits from strong demand for its scalable cloud networking solutions, which enhance cloud architecture [18][19] - Expected revenue and earnings growth rates for the current year are 18.1% and 12.8%, respectively, with a long-term growth rate of 14.4% [20] - Currently trading at a 37.4% discount to its 52-week high [22] Marvell Technology Inc. (MRVL) - Marvell Technology's data center revenues increased 98% year over year, driven by AI demand for PAM products [23] - Expected revenue and earnings growth rates for the current year are 43.6% and 75.2%, respectively, with a long-term growth rate of 42.9% [26] - Currently trading at a 46.1% discount to its 52-week high [26] Atlassian Corp. (TEAM) - Atlassian is experiencing rising demand for remote working tools, with a 25X year-over-year increase in AI interactions [28] - Expected revenue and earnings growth rates for the current year are 18.6% and 17.4%, respectively, with a long-term growth rate of 20% [31] - Currently trading at a 33% discount to its 52-week high [32]