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Arista Networks, Inc.

114.28

+0.24000.21%

盘后：114.290.0120+0.01%19:53 EDT

成交量：486.81万

成交额：5.58亿

市值：1,435.27亿

市盈率：48.22

高：115.10

开：113.75

低：113.55

收：114.04

数据加载中...

总览公司新闻公告

Arista Networks, Inc.5月23日成交额为6.79亿美元

Arista Networks, Inc.5月22日成交额为5.13亿美元

Arista Networks, Inc.盘中异动大幅跳水3.02%

Arista Networks, Inc.5月20日成交额为5.61亿美元

Arista Networks, Inc.5月19日成交额为5.93亿美元

Arista Networks, Inc.5月16日成交额为5.68亿美元

异动解读 | Arista Networks盘前大涨5.18%，2025财年第一季度业绩超预期

Arista Networks, Inc.盘中异动股价大跌2.14%报96.12美元

Arista Networks, Inc.5月14日成交额为11.48亿美元

媒体-Arista 从 Broadcom 收购网络部门 VeloCloud - The Information

花旗：维持Arista Networks评级，由买入调整至买入评级, 目标价由97.00美元调整至112.00美元。

Arista Networks, Inc.盘中异动早盘股价大涨3.01%报95.10美元

异动解读 | Arista Networks盘前大涨5.18%，2025财年第一季度业绩超预期

异动解读 | Arista Networks夜盘大涨5.12%，Q1财报超预期

Arista Networks, Inc.2025财年第一财季实现净利润8.14亿美元，同比增加27.59%

Arista Networks公司高管 Kenneth Duda 减持共71788股

老虎公告助手

巴克莱：维持Arista Networks(ANET.US)评级，由增持调整至增持评级, 目标价由126.00美元调整至119.00美元。

高盛、美银齐声看多：这只被低估的AI黑马有望暴涨超50%

老虎资讯综合

美股异动 | Q1营收低于预期 Arista Networks(ANET.US)跌近7%

异动解读 | 业绩超预期难阻跌势，Arista Networks盘中暴跌7.81%

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Inc.5月16日成交额为5.68亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2536378496","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536378496?lang=zh_cn&edition=fundamental","pubTime":"2025-05-17 09:16","pubTimestamp":1747444568,"startTime":"0","endTime":"0","summary":"美东时间2025年5月16日，Arista Networks, Inc.成交额为5.68亿美元，成交额较昨日减少28.47%，当日成交量为590.00万股。Arista Networks, Inc.于2025年5月16日涨0.36%，报96.42美元，该股过去5个交易日涨11.44%，年初至今跌12.77%，过去60日跌6.75%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-16|5.68亿|-28.47%|590.00万|#|2025-05-15|7.94亿|-30.89%|829.21万|#|2025-05-14|11.48亿|-1.54%|1172.54万|#|2025-05-13|11.66亿|29.74%|1210.08万|#|2025-05-12|8.99亿|25.75%|979.36万|Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517091623a6e242e5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517091623a6e242e5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1917777945.USD","IE0008368304.USD","IE00BN0W2V16.EUR","LU0348723411.USD","IE00BMPRXQ63.HKD","LU1974910355.USD","IE00BMPRXN33.USD","LU2286300806.USD","BK4020","BK4585","ANET","IE00BN0W2T93.GBP","LU2023250504.SGD","LU0106261372.USD","SG9999001424.SGD","IE00BN0W2W23.USD","BK4588","BK4543","IE00BMPRXR70.SGD","LU2106854487.HKD","LU0006306889.USD","BK4554","LU0225283273.USD"],"gpt_icon":0},{"id":"1190485782","title":"异动解读 | Arista Networks盘前大涨5.18%，2025财年第一季度业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1190485782","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190485782?lang=zh_cn&edition=fundamental","pubTime":"2025-05-16 14:52","pubTimestamp":1747378322,"startTime":"0","endTime":"0","summary":"网络设备提供商Arista Networks, Inc.今日盘前股价大涨5.18%，引起市场广泛关注。这一显著涨幅主要源于公司最新发布的2025财年第一季度财报表现亮眼，远超市场预期。根据Arista Networks公布的财报数据，2025财年第一季度公司营业收入达到20.05亿美元，同比增长27.63%；净利润为8.14亿美元，同比增长27.59%；每股基本收益为0.65美元。Arista Networks成立于2004年，主要为数据中心提供以太网交换机和软件解决方案。值得注意的是，微软和Meta Platforms是Arista Networks的最大客户，约75%的销售额来自北美地区。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":1},{"id":"2535266778","title":"Arista Networks, Inc.盘中异动 股价大跌2.14%报96.12美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535266778","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535266778?lang=zh_cn&edition=fundamental","pubTime":"2025-05-15 21:32","pubTimestamp":1747315943,"startTime":"0","endTime":"0","summary":"北京时间2025年05月15日21时32分，Arista Networks, Inc.股票出现异动，股价急速下挫2.14%。截至发稿，该股报96.12美元/股，成交量54.8456万股，换手率0.04%，振幅1.52%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体跌幅为1.20%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。微软和Meta Platforms 是其最大的客户，大约四分之三的销售额来自北美地区。该信息摘要如下：花旗：维持Arista Networks评级，由买入调整至买入评级, 目标价由97.00美元调整至112.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515213223a6e06d5e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515213223a6e06d5e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2286300806.USD","BK4585","ANET","LU2106854487.HKD","SG9999001424.SGD","IE00BN0W2V16.EUR","LU1974910355.USD","IE00BN0W2T93.GBP","IE00BMPRXN33.USD","LU0348723411.USD","LU1917777945.USD","BK4543","IE00BMPRXR70.SGD","LU0225283273.USD","BK4020","IE00BMPRXQ63.HKD","IE00BN0W2W23.USD","LU2023250504.SGD","BK4588","BK4554","IE0008368304.USD","LU0106261372.USD","LU0006306889.USD"],"gpt_icon":0},{"id":"2535836687","title":"Arista Networks, Inc.5月14日成交额为11.48亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535836687","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535836687?lang=zh_cn&edition=fundamental","pubTime":"2025-05-15 09:16","pubTimestamp":1747271777,"startTime":"0","endTime":"0","summary":"美东时间2025年5月14日，Arista Networks, Inc.成交额为11.48亿美元，成交额较昨日减少1.54%，当日成交量为1172.54万股。Arista Networks, Inc.于2025年5月14日涨1.0%，报98.22美元，该股过去5个交易日涨13.61%，年初至今跌11.14%，过去60日跌11.56%。微软和Meta Platforms 是其最大的客户，大约四分之三的销售额来自北美地区。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515091633a6dfa464&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515091633a6dfa464&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0106261372.USD","IE00BMPRXR70.SGD","IE00BMPRXN33.USD","LU2286300806.USD","BK4588","ANET","IE00BN0W2V16.EUR","IE00BN0W2W23.USD","BK4020","LU2106854487.HKD","BK4543","BK4585","IE00BN0W2T93.GBP","BK4554","LU0348723411.USD","SG9999001424.SGD","LU0006306889.USD","LU2023250504.SGD","LU0225283273.USD","LU1917777945.USD","IE0008368304.USD","IE00BMPRXQ63.HKD","LU1974910355.USD"],"gpt_icon":0},{"id":"2535064864","title":"媒体-Arista 从 Broadcom 收购网络部门 VeloCloud - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2535064864","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535064864?lang=zh_cn&edition=fundamental","pubTime":"2025-05-14 12:47","pubTimestamp":1747198064,"startTime":"0","endTime":"0","summary":"媒体-Arista 从 Broadcom 收购网络部门 VeloCloud - The Information5月14日 -  -- 来源链接： https://tinyurl.com/26jvrd4e  -- 注：路透未核实此报道，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250514:nL4S3RM0DT:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1670711123.USD","LU0965509283.SGD","IE00BK4W5L77.USD","LU1069344957.HKD","LU2054465674.USD","BK4598","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","LU1935042991.SGD","LU0316494557.USD","LU0868494617.USD","ANET","LU1366333091.USD","LU2347655156.SGD","LU2505996509.AUD","LU1153585028.USD","LU2286300806.USD","SG9999001424.SGD","LU2471134952.CNY","AVGO","LU1366192091.USD","LU0082616367.USD","LU2272731782.SGD","IE00BVYPNV92.GBP","LU1720051108.HKD","LU2063271972.USD","LU1934455863.HKD","LU0061474960.USD","LU1244550494.USD","LU1670711040.USD","LU0096362180.USD","LU0053666078.USD","LU2125154778.USD","SG9999011175.SGD","LU2360106780.USD","LU1003077747.HKD","LU2272731865.HKD","LU0323591593.USD","LU1868837136.USD","IE00B5949003.HKD","LU0942090050.USD","LU2458330243.SGD","SG9999002224.SGD","IE00B1XK9C88.USD","LU0234570918.USD","LU0006306889.USD","LU1732799900.SGD","LU0979878070.USD","LU1548497426.USD","IE00BLSP4452.SGD"],"gpt_icon":0},{"id":"2535793035","title":"花旗：维持Arista Networks评级，由买入调整至买入评级, 目标价由97.00美元调整至112.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2535793035","media":"金融界","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535793035?lang=zh_cn&edition=fundamental","pubTime":"2025-05-14 06:13","pubTimestamp":1747174426,"startTime":"0","endTime":"0","summary":"花旗：维持Arista Networks(ANET.US)评级，由买入调整至买入评级, 目标价由97.00美元调整至112.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505140617209758b46f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505140617209758b46f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["ANET"],"gpt_icon":0},{"id":"2535777149","title":"Arista Networks, Inc.盘中异动 早盘股价大涨3.01%报95.10美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2535777149","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535777149?lang=zh_cn&edition=fundamental","pubTime":"2025-05-13 22:16","pubTimestamp":1747145797,"startTime":"0","endTime":"0","summary":"北京时间2025年05月13日22时16分，Arista Networks, Inc.股票出现波动，股价快速上涨3.01%。截至发稿，该股报95.10美元/股，成交量184.386万股，换手率0.15%，振幅3.08%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体涨幅为2.18%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。微软和Meta Platforms 是其最大的客户，大约四分之三的销售额来自北美地区。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051322163994f5af49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025051322163994f5af49&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999001424.SGD","LU2106854487.HKD","LU2023250504.SGD","LU0348723411.USD","LU0006306889.USD","LU0106261372.USD","IE00BMPRXR70.SGD","BK4585","IE00BMPRXN33.USD","ANET","LU1917777945.USD","BK4588","BK4543","IE00BN0W2W23.USD","LU2286300806.USD","BK4554","IE00BN0W2V16.EUR","IE00BN0W2T93.GBP","BK4020","IE00BMPRXQ63.HKD","LU1974910355.USD","IE0008368304.USD","LU0225283273.USD"],"gpt_icon":1},{"id":"1177911626","title":"异动解读 | Arista Networks盘前大涨5.18%，2025财年第一季度业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1177911626","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177911626?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 16:08","pubTimestamp":1747037334,"startTime":"0","endTime":"0","summary":"网络设备提供商Arista Networks, Inc.今日盘前股价大涨5.18%，引起市场广泛关注。这一显著涨幅主要源于公司最新发布的2025财年第一季度财报表现亮眼，远超市场预期。根据Arista Networks公布的财报数据，2025财年第一季度公司营业收入达到20.05亿美元，同比增长27.63%；净利润为8.14亿美元，同比增长27.59%；每股基本收益为0.65美元。Arista Networks成立于2004年，主要为数据中心提供以太网交换机和软件解决方案。值得注意的是，微软和Meta Platforms是Arista Networks的最大客户，约75%的销售额来自北美地区。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"1167008555","title":"异动解读 | Arista Networks夜盘大涨5.12%，Q1财报超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167008555","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167008555?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 10:32","pubTimestamp":1747017143,"startTime":"0","endTime":"0","summary":"网络设备提供商Arista Networks, Inc.股价在周日夜盘交易中大涨5.12%，主要受到公司发布的2025财年第一季度财报超预期的推动。根据Arista Networks公布的财报显示，公司2025财年第一季度营业收入达到20.05亿美元，同比增长27.63%；净利润为8.14亿美元，同比增长27.59%。Arista Networks成立于2004年，主要为数据中心提供以太网交换机和软件。随着云计算和大数据应用的不断发展，市场对高速网络设备的需求持续增加，这可能是推动Arista Networks业绩增长的重要因素。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"异动解读 | Arista Networks夜盘大涨5.12%，Q1财报超预期","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":1},{"id":"2534023825","title":"Arista Networks, Inc.2025财年第一财季实现净利润8.14亿美元，同比增加27.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534023825","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534023825?lang=zh_cn&edition=fundamental","pubTime":"2025-05-12 00:01","pubTimestamp":1746979281,"startTime":"0","endTime":"0","summary":"5月12日，Arista Networks, Inc.公布财报，公告显示公司2025财年第一财季净利润为8.14亿美元，同比增加27.59%；其中营业收入为20.05亿美元，同比增加27.63%，每股基本收益为0.65美元。从资产负债表来看，Arista Networks, Inc.总负债43.96亿美元，其中短期债务0.00美元，资产负债比为3.31，流动比率为3.94。机构评级：截至2025年5月12日，当前有19家机构对Arista Networks, Inc.目标价做出预测，其中目标均价为108.23美元，其中最低目标价为87.00美元，最高目标价为130.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250512000408a6db2cd4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Kenneth Duda于2025年5月6日进行了一系列股票交易，包括行使80000股期权并以总价3,515美元获得普通股。此外，他还进行了多次股票出售，共计出售了71,788股，价格范围从87.41美元到92.03美元。Kenneth Duda在此次交易后直接持有92,976股权益。高管的大量出售股票可能给投资者带来负面信号，需引起注意。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Arista Networks公司高管 Kenneth Duda 减持共71788股","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANET"],"gpt_icon":0},{"id":"2534511131","title":"巴克莱：维持Arista Networks(ANET.US)评级，由增持调整至增持评级, 目标价由126.00美元调整至119.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2534511131","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534511131?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 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公布的第一季度财报略微超过 LSEG 的营收预期，盈利表现则明显优于预期。尽管如此，Arista 的股价在 2025 年以来已下跌21.79%，本周三更是下挫近5%。Ng 表示，Arista 仍将受益于 AI 相关需求，这将成为推动股价的关键因素。他将目标价定在 130 美元，对比周三收盘价意味着股价有望上涨 50%。具体来看，Arista 的核心客户 Meta 和微软都宣布将在今年分别将资本开支增加 70% 和 44%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/4be2397100df79c0f4934efa9b89190a","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/4be2397100df79c0f4934efa9b89190a"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANET"],"gpt_icon":1},{"id":"2533932849","title":"美股异动 | Q1营收低于预期 Arista Networks(ANET.US)跌近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533932849","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533932849?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 22:33","pubTimestamp":1746628421,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周三，Arista Networks(ANET.US)跌近7%，报84.61美元。消息面上，该公司报告一季度每股收益为0.65美元，超过分析师共识预期的0.60美元。营业收入达到20亿美金，低于共识预期的20.2亿美金。预计第二季度营业收入为21亿美金，低于21.1亿美金的预估。\"随着我们迈入2025年，人工智能、云及企业客户继续推动网络转型。尽管关税存在不确定性，我们仍在2025年第一季度首次突破20亿美金的营业收入，\" Arista Networks CEO Jayshree 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