On Friday, Arista Networks (ANET.US) declined over 7%, despite accumulating a 72% gain since May, currently trading at $141.93. Despite the strong price rally, some analysts note that Arista's valuation has risen far above historical averages, with potential growth deceleration risks emerging in 2027. Given the current market's risk/reward profile tilting downward, cautious decision-making appears particularly crucial for investors. Wall Street remains optimistic about Arista's profit margins over the next two years, especially as Broadcom's outlook suggests capital expenditure growth may accelerate starting in 2026, providing a buffer during Arista's potential growth slowdown phase. However, the possible growth deceleration in 2027 still needs to be factored into investment assessments.