Arista Networks Stock Has Doubled In the Last Year – Is Management Planning A BIGGER Move Next?

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In this episode of Chip Stock Investor, Nick and Kasey discuss the recent performance and future prospects of Arista Networks (ANET). The company is known for its design of networking hardware for data centers and internet infrastructure – the highways and freeways that data travels on.

Arista Networks' stock has doubled in the past year. AI has lent a big helping hand, and its market share continues to grow at the expense of Cisco. Despite a predicted slowdown in growth in 2024, the company continues to show strong performance, and high profit margins. There is also a growing amount of cash on the balance sheet, and with no share repurchases last quarter, could Arista be planning something big?

Stay tuned later this week for updates on Cadence Design Systems (CDNS), Albemarle (ALB), and Lattice Semiconductor (LSCC)! Our show notes are available on our Ko-Fi shop, and consider joining our membership for more perks accessed via Discord.

00:05 Introduction to Arista Networks
01:12 Understanding Arista Networks' Business Model
02:27 Arista Networks' 2023 Performance Review
03:46 Arista Networks' Key Partnerships and Customers
04:36 Arista Networks' Business Evolution and Differentiators
07:04 Arista Networks' 2024 Outlook
10:00 Speculations on Arista Networks' Future Moves
12:59 Investment Considerations for Arista Networks

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Nick and Kasey own shares of Arista Networks