Arista Networksの空売り状況は、投資家がArista Networksの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Arista Networks (NYSE:ANET) 株価情報, 空売り情報

Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

Arista Networks Inc

Goldman Sachs analyst Michael Ng maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and raises the price target from $120 to $135.

News

Price Target

Analyst Ratings

ANET

Goldman Sachs Maintains Buy on Arista Networks, Raises Price Target to $135

Evercore ISI Group analyst Amit Daryanani maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Outperform and raises the price target from $110 to $130.

Evercore ISI Group Maintains Outperform on Arista Networks, Raises Price Target to $130

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has fallen 4.55% since its last report. The company recently reported that it has 13.00 million shares sold short, which is 1.26% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.36 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045923_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Arista Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 6.85%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Peering Into Arista Networks's Recent Short Interest

Deep-pocketed investors have adopted a bullish approach towards Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ANET usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 20 extraordinary options activities for Arista Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 55% leaning bullish and 30% bearish. Among these notable options, 2 are puts, totaling $89,010, and 18 are calls, amounting to $1,155,585.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $47.5 to $140.0 for Arista Networks during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $47.5 to $140.0 in the last 30 days. 
<h3>Arista Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737042325_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$69.8</td>
<td>$69.1</td>
<td>$69.13</td>
<td>$47.50</td>
<td>$359.3K</td>
<td>426</td>
<td align="right">17</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$20.6</td>
<td>$20.3</td>
<td>$20.6</td>
<td>$122.50</td>
<td>$138.0K</td>
<td>243</td>
<td align="right">68</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$24.9</td>
<td>$24.5</td>
<td>$24.5</td>
<td>$95.00</td>
<td>$73.5K</td>
<td>975</td>
<td align="right">12</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$5.5</td>
<td>$5.4</td>
<td>$5.4</td>
<td>$115.00</td>
<td>$54.0K</td>
<td>594</td>
<td align="right">113</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$22.0</td>
<td>$21.7</td>
<td>$22.0</td>
<td>$95.00</td>
<td>$50.6K</td>
<td>2.7K</td>
<td align="right">15</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
After a thorough review of the options trading surrounding Arista Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Arista Networks</h3>
<ul>
<li>With a volume of 1,131,898, the price of ANET is up 1.94% at $118.35. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 25 days.</li>
</ul>
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Arista Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

Markets

Arista Networks Unusual Options Activity

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 28.42% on an annualized basis producing an average annual return of 39.77%. Currently, Arista Networks has a market capitalization of $146.66 billion. 
Buying $1000 In ANET: If an investor had bought $1000 of ANET stock 10 years ago, it would be worth $28,451.50 today based on a price of $116.42 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736954108_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 10 Years Ago, You Would Have This Much Today

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Shares of companies within the broader tech sector are trading lower amid overall market weakness following recent economic data and a rise in yields. Also, the sector may be falling in response to a recent pullback in NVIDIA as investors evaluate CES announcements.

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Shares of companies within the broader tech sector are trading higher amid market strength and may be in reaction to Microsoft's plan to invest approximately $80 billion into AI data center development in FY25.

The change of the Company's independent auditor was made after careful consideration and evaluation process and was approved by the board of directors of the Company (the "Board") and the audit committee of the Board.

AirNet Technology Announced The Appointment Of Assentsure Pac As The Company's Independent Registered Public Accounting Firm To Replace Audit Alliance, Effective January 2

The tech world in 2025 is set to be defined by resilience, consolidation, and the unstoppable rise <a href="https://www.benzinga.com/topic/artificial-intelligence">of Edge AI</a>. 
JPMorgan analyst Samik Chatterjee has unveiled his top predictions for hardware and networking in 2025, and it's clear: the year will be all about resilience, edge AI, and a few surprising twists. Here's what investors need to know.
<h2 class="wp-block-heading">Apple, Edge AI: 2 Hot Tickets For 2025</h2>
Chatterjee is betting on Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to flex its muscles. He sees iPhone 17 hype and the rise of Edge AI keeping investors hooked. Forget the valuation debates—AI integration in smartphones and PCs could make Apple untouchable for much of the year.
While hyperscalers may grapple with AI scaling debates, Edge AI will steal the spotlight. By December, expect it to solidify as the darling of the tech world, powering smarter gadgets and keeping investors excited well into 2026.
AI's ROI remains focused on cost-cutting rather than driving revenue gains. Enterprises will stick to the basics, leveraging AI for leaner operations rather than headline-grabbing revenue boosts, the analyst said.
Read Also: <a href="https://www.benzinga.com/25/01/42758055/tim-cook-sundar-pichai-elon-musk-mark-zuckerberg-and-more-how-top-tech-ceos-ushered-in-2025-with-new-year-cheers-and-big-dreams">Tim Cook, Mark Zuckerberg, Elon Musk, And More: Tech Moguls Post Upbeat New Year Greetings: &#8216;Have A Good Feeling About 2025&#8217;</a>
<h2 class="wp-block-heading">Cloud Wars Favor Hardware</h2>
The long-running tug-of-war between on-premise and cloud infrastructure tilts toward hardware in 2025. According to Chatterjee, companies like Dell Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>) and Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) could shrug off fears of cloud dominance as enterprises reconsider the cloud's ROI for AI workloads.
<h2 class="wp-block-heading">AI Stocks: A Rollercoaster Ride</h2>
It won't be smooth sailing for AI-leveraged players like Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), per Chatterjee. Early-year uncertainty will weigh on shares until mid-year earnings provide clarity. 
Investors will wait for the likes of Nvidia Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell and 800G Ethernet switching to gain traction.
<h2 class="wp-block-heading">Valuation Squeeze, Cyclicality To Spark M&amp;A Frenzy</h2>
Premium valuations across the hardware sector will narrow the gap between winners and laggards, says Chatterjee. The year's theme? Find value in the underdogs or wait for M&amp;A opportunities to unlock hidden potential.
As Telco, enterprise, and cable players gear up for a cyclical rebound, consolidation could heat up. Chatterjee predicts stronger players will snap up rivals to amplify recovery gains and slash costs.
<h2 class="wp-block-heading">Contract Manufacturers: The New Favorites</h2>
Historically overshadowed by OEMs, contract manufacturers are ready to shine. Lower risks, better margins, and ties to AI infrastructure projects could make them 2025's surprise winners.
<h2 class="wp-block-heading">Tariff Troubles Overblown</h2>
Worried about tariffs? Don't be. Chatterjee expects years of supply chain investments to shield companies from the worst, leaving doomsayers scratching their heads as stocks rise.
<h2 class="wp-block-heading">EV, AV: Hype Fatigue Sets In</h2>
Electric and autonomous vehicles will face another year of growing pains. With U.S. EV subsidies on shaky ground and slower progress in autonomous tech, optimism might fizzle—except for robotaxis, which could gain traction in tightly controlled spaces, says Chatterjee.
JPMorgan's vision for 2025 is clear: edge AI is the growth engine, Apple stays unstoppable, and consolidation could define the year. For investors, it's a roadmap to navigate the tech sector's next big moves.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/media/25/01/42759147/apple-discounts-iphone-16-prices-in-china-by-up-to-68-5-as-it-battles-huaweis-resurgence-in-the-country">Apple Discounts iPhone 16 Prices In China By Up To $68.5 As It Battles Huawei&#8217;s Resurgence In The Country</a></li>
</ul>
Photo: ImageFlow/ Shutterstock.com

Analyst Color

Tech

AAPL

CSCO

NVDA

Tech Predictions 2025: Apple's Edge AI Drive, M&A Heat, Cloud Hardware Shift

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has risen 388.89% since its last report. The company recently reported that it has 13.63 million shares sold short, which is 1.32% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.44 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735677909_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Arista Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 7.10%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 28.03% on an annualized basis producing an average annual return of 39.37%. Currently, Arista Networks has a market capitalization of $138.93 billion. 
Buying $100 In ANET: If an investor had bought $100 of ANET stock 10 years ago, it would be worth $2,765.64 today based on a price of $110.28 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735677010_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Arista Networks 10 Years Ago Would Be Worth This Much Today

Investors with a lot of money to spend have taken a bearish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 19 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 42% bullish and 47%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $68,200, and 17 are calls, for a total amount of $912,074.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $52.5 and $121.0 for Arista Networks, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Arista Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale activity within a strike price range from $52.5 to $121.0 in the last 30 days. 
<h3>Arista Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735065922_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$39.3</td>
<td>$38.5</td>
<td>$39.0</td>
<td>$75.00</td>
<td>$195.0K</td>
<td>1.2K</td>
<td align="right">50</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$49.6</td>
<td>$48.7</td>
<td>$48.9</td>
<td>$65.00</td>
<td>$107.5K</td>
<td>2.9K</td>
<td align="right">22</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$31.2</td>
<td>$30.9</td>
<td>$31.2</td>
<td>$92.50</td>
<td>$74.8K</td>
<td>43</td>
<td align="right">25</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$5.8</td>
<td>$5.5</td>
<td>$5.4</td>
<td>$120.00</td>
<td>$65.1K</td>
<td>1.6K</td>
<td align="right">140</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$7.6</td>
<td>$7.5</td>
<td>$7.6</td>
<td>$120.00</td>
<td>$60.0K</td>
<td>1.1K</td>
<td align="right">108</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 2,040,311, the ANET's price is up by 1.39%, now at $114.66. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 48 days.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $121.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Arista Networks, maintaining a target price of $125. 
&#x2A; An analyst from Morgan Stanley has decided to maintain their Overweight rating on Arista Networks, which currently sits at a price target of $118. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Smart Money Is Betting Big In ANET Options

In the current session, the stock is trading at $113.82, after a 0.65% spike. Over the past month, Arista Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) stock increased by 11.50%, and in the past year, by 91.51%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2024/1735056007_0.png" alt="Past Year Chart" />

<h3>Comparing Arista Networks P/E Against Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Arista Networks has a better P/E ratio of 54.3 than the aggregate P/E ratio of 49.32 of the Communications Equipment industry. Ideally, one might believe that Arista Networks Inc. might perform better in the future than it's industry group, but it's probable that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1735056007_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

P/E Ratio Insights for Arista Networks

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>). &#8220;That business is <a href="https://www.benzinga.com/quote/ANET/analyst-ratings">smoking hot,&#8221; he added</a>.
On Dec. 17, Morgan Stanley analyst Meta Marshall maintained Arista Networks with an Overweight and raised the price target from $102.5 to $118.
Cramer said Under Armour, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>) is a &#8220;great spec.&#8221; However, he recommended being careful.
On Dec. 12, Under Armor reiterated its FY25 guidance.
When asked about Texas Pacific Land Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>), he said, &#8220;We have liked it, but it's now gone up so much. I've got to tell you, I want to hold off.&#8221;
On Nov. 6, Texas Pacific Land posted weaker-than-expected quarterly sales.
Cheniere Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNG#NYSE">LNG</a>) is a &#8220;terrific&#8221; stock, Cramer said. "I like the LNG market now that we have President-elect Trump coming in because he's pro LNG.&#8221;
On Oct. 31, Cheniere Energy reported better-than-expected third-quarter financial results and raised its FY24 adjusted EBITDA guidance. Cheniere Energy reported quarterly earnings of $3.93 per share which beat the analyst consensus estimate of $1.87 per share. The company reported quarterly sales of $3.763 billion which beat the analyst consensus estimate of $3.729 billion.
Wells Fargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) is a buy, the &#8220;Mad Money&#8221; host said.
Wells Fargo Bank lowered its prime rate to 7.50% from 7.75%, effective Dec. 19, 2024.
&#8220;These are really good companies, you have to buy them when they're low,&#8221; Cramer said when asked about CSX Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>).
CSX will release fourth quarter financial and operating results after the closing bell on Thursday, Jan. 23, 2025.
&#8220;You want to hold on to Eaton Corporation plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>). You know, Eaton is a buy and hold story,&#8221; Cramer said. &#8220;Do not sell, own.&#8221;
On Dec. 9, Citigroup analyst Andrew Kaplowitz maintained Eaton with a Buy and raised the price target from $394 to $440.
Price Action:
<ul>
<li>Cheniere Energy shares gained 1.4% to settle at $208.89 on Friday.</li>
<li>Arista shares rose 3.4% to close at $112.81 during the session.</li>
<li>Eaton shares rose 0.7% to settle at $338.12.</li>
<li>Texas Pacific Land shares gained 3.4% to settle at $1,133.12 on Friday.</li>
<li>Under Armour shares gained 2.9% to $7.78 on Friday.</li>
<li>Wells Fargo shares gained 2.2% to settle at $70.34 on Friday.</li>
<li>CSX shares gained 0.9% to close at $31.85.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/author/avi-kapoor">Jim Cramer Likes Walmart, Recommends Buying This &#8216;Very, Very Good&#8217; Financial Stock</a></li>
</ul>

Media

Jim Cramer Says Under Armour Is A 'Great Spec,' Recommends Buying This Big Bank Stock

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$135.00</td>
<td>$39.0K</td>
<td>126.0K</td>
<td>193.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$252.50</td>
<td>$26.8K</td>
<td>51.3K</td>
<td>64.2K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$75.00</td>
<td>$276.2K</td>
<td>26.3K</td>
<td>35.1K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$130.00</td>
<td>$27.9K</td>
<td>25.3K</td>
<td>5.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$430.00</td>
<td>$65.7K</td>
<td>377</td>
<td>5.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$290.00</td>
<td>$43.4K</td>
<td>2.0K</td>
<td>2.5K</td>
</tr>
<tr>
<td>MU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$65.00</td>
<td>$25.4K</td>
<td>14.0K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$365.00</td>
<td>$332.5K</td>
<td>563</td>
<td>836</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$150.00</td>
<td>$34.9K</td>
<td>212</td>
<td>616</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$105.00</td>
<td>$807.0K</td>
<td>1.5K</td>
<td>601</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 674 contract(s) at a $135.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $58.0 per contract. There were 126041 open contracts at this strike prior to today, and today 193782 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 200 contract(s) at a $252.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $134.0 per contract. There were 51345 open contracts at this strike prior to today, and today 64253 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be neutral, is expiring today. Parties traded 850 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $276.2K, with a price of $325.0 per contract. There were 26362 open contracts at this strike prior to today, and today 35154 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bullish, expiring in 28 day(s) on January 17, 2025. This event was a transfer of 99 contract(s) at a $130.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $27.9K, with a price of $282.0 per contract. There were 25310 open contracts at this strike prior to today, and today 5644 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a put option trade that happens to be bullish, expiring in 238 day(s) on August 15, 2025. This event was a transfer of 27 contract(s) at a $430.00 strike. The total cost received by the writing party (or parties) was $65.7K, with a price of $2435.0 per contract. There were 377 open contracts at this strike prior to today, and today 5131 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bearish, expiring in 63 day(s) on February 21, 2025. This event was a transfer of 180 contract(s) at a $290.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $43.4K, with a price of $241.0 per contract. There were 2010 open contracts at this strike prior to today, and today 2567 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a put option sweep with bearish sentiment. It expires in 28 day(s) on January 17, 2025. Parties traded 1958 contract(s) at a $65.00 strike. This particular put needed to be split into 38 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $13.0 per contract. There were 14009 open contracts at this strike prior to today, and today 2066 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 28 day(s) on January 17, 2025. This event was a transfer of 100 contract(s) at a $365.00 strike. The total cost received by the writing party (or parties) was $332.5K, with a price of $3325.0 per contract. There were 563 open contracts at this strike prior to today, and today 836 contract(s) were bought and sold. 
• For ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we notice a call option sweep that happens to be bullish, expiring in 91 day(s) on March 21, 2025. This event was a transfer of 200 contract(s) at a $150.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $34.9K, with a price of $175.0 per contract. There were 212 open contracts at this strike prior to today, and today 616 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a put option trade with neutral sentiment. It expires in 392 day(s) on January 16, 2026. Parties traded 600 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $807.0K, with a price of $1345.0 per contract. There were 1579 open contracts at this strike prior to today, and today 601 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

MSFT

MSTR

PLTR

10 Information Technology Stocks Whale Activity In Today's Session

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 27.96% on an annualized basis producing an average annual return of 38.9%. Currently, Arista Networks has a market capitalization of $136.68 billion. 
Buying $1000 In ANET: If an investor had bought $1000 of ANET stock 10 years ago, it would be worth $26,491.80 today based on a price of $108.50 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734563707_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Arista Networks Stock In The Last 10 Years

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Core Scientific, Inc. - Class A Common Stock

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IDAI

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KEYS

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MLGO

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ONDS

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PLUS

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VNET

Shares of companies within the broader tech sector are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Morgan Stanley analyst Meta Marshall maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Overweight and raises the price target from $102.5 to $118.

Morgan Stanley Maintains Overweight on Arista Networks, Raises Price Target to $118

As the tech sector pivots from <a href="https://www.benzinga.com/topic/artificial-intelligence">AI-fueled growth</a> to a broader market recovery, JPMorgan analyst Samik Chatterjee highlights a cyclical rebound powering upside for traditional IT infrastructure and industrial tech.
Top picks like Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) are set to ride the next cyclical upswing from recovering demand in servers, telecom, and industrial markets. 
At the same time, the analyst says Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) stand to gain from networking and multi-sector recoveries.
<h2 class="wp-block-heading">Why These Three?</h2>
Chatterjee's strategy banks on recovery beyond AI-driven hype. 
<ul>
<li>The resurgence of traditional IT infrastructure demand should position Dell for long-term growth. Infrastructure investments and enterprise upgrades are expected to spearhead Dell's upside.</li>
</ul>
<ul>
<li>Corning brings its diversified industrial tech portfolio to the table. With AI-driven telecom growth and a revival in optical and display markets, Corning is poised to shine as end-market recoveries take center stage.</li>
</ul>
<ul>
<li>Coherent, a player in the optical sector, rounds out the trio with its diversified revenue streams. Chatterjee points to margin-expansion opportunities and AI-related synergies as key drivers for this pick, particularly as the company works through inventory digestion challenges.</li>
</ul>
Read Also: <a href="https://www.benzinga.com/news/24/11/42231610/microsoft-hp-dell-ramp-up-parts-production-in-china-ahead-of-trumps-return-to-white-house">Microsoft, HP, Dell Race To Ramp Up Production In China As Trump&#8217;s Tariff Threat Looms Ahead Of His White House Return</a>
<h2 class="wp-block-heading">A Broader Tailwind Beyond AI &#8211; Arista, Cisco, Amphenol</h2>
The report underscores a robust cyclical resurgence in critical hardware and networking sectors. After experiencing downturns in late 2023 and early 2024, traditional IT infrastructure markets—encompassing servers, storage, and enterprise networking—are showing signs of substantial recovery. The analyst says companies like Arista Networks, Cisco, and Amphenol are strategically positioned to capitalize on these emerging networking opportunities and multi-market rebounds.
The PC market, for example, is expected to shift gears in 2025, with enterprise/commercial refreshes driving mid-single-digit growth. Similarly, the smartphone market, already seeing modest growth in 2024, is forecasted to accelerate next year, boosted by subsidies in China.
On the networking front, datacenter switches and wireless LANs are primed for the most substantial rebounds in 2025, reflecting enterprises' push toward datacenter investments. 
This sets the stage for Arista and Cisco, both benefiting from secular shifts in cloud and AI-driven networking.
<h2 class="wp-block-heading">Dell, Corning, Coherent Lead The Charge</h2>
JPMorgan's call for a cyclical rebound beyond AI hype highlights a return to fundamentals, with Dell, Corning, and Coherent leading the charge. 
With broader end markets poised for recovery, these names stand out as key beneficiaries in the next phase of tech and industrial growth.
Investors looking for opportunities in a post-AI frenzy market may find this pivot toward a cyclical recovery both timely and lucrative.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42504194/us-stocks-to-open-higher-ahead-of-feds-decision-this-week-analyst-says-santa-comes-later-in-december">US Stocks To Open Higher Ahead Of Fed&#8217;s Decision This Week: Analyst Says &#8216;Santa Comes Later In December&#8217;</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Dell, Corning, Coherent: JPMorgan's Top Picks For Cyclical Recovery 'Beyond AI'

Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) skyrocketed more than 20% during Friday morning trading, hitting all-time highs after its fiscal fourth-quarter earnings blew <a href="https://www.benzinga.com/24/12/42480891/broadcom-reports-four-fold-increase-in-ai-chips-revenue-expects-continued-momentum-boasts-of-cost-reduction-in-vmware-after-acquisition-heres-what-happened">past Wall Street estimates. </a>
The semiconductor giant's growth narrative is now turbocharged by a massive artificial intelligence (AI) opportunity, with analysts projecting a multibillion-dollar windfall in the years ahead.
The stock&#8217;s surge catapulted Broadcom into the exclusive trillion-dollar market cap club, placing it as the eighth-largest publicly traded company, just behind Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
For context, the trillion-dollar elite is rarefied territory, shared only by the &#8220;Magnificent Seven&#8221; tech giants. 
<h2 class="wp-block-heading">Is Broadcom The Eighth Magnificent Tech Stock?</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>Market Cap</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>$ 3.73 trillion</td>
</tr>
<tr>
<td>Microsoft Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>)</td>
<td>$ 3.33 trillion</td>
</tr>
<tr>
<td>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>$ 3.31 trillion</td>
</tr>
<tr>
<td>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>$ 2.39 trillion</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>$ 2.35 trillion</td>
</tr>
<tr>
<td>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>$ 1.57 trillion</td>
</tr>
<tr>
<td>Tesla, Inc.</td>
<td>$ 1.37 trillion</td>
</tr>
<tr>
<td>Broadcom Inc.</td>
<td>$ 1.02 trillion</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">December To Remember: Broadcom Eyes Record Month Since IPO</h2>
With Friday&#8217;s spike, Broadcom's stock has already rallied 33% in December, marking its strongest monthly performance since going public in 2009. 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="475" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png" alt="" class="wp-image-691759" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-300x139.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-768x356.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1536x713.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The semiconductor heavyweight has now climbed an impressive 95% year-to-date, securing the title of the 10th-best-performing stock in the S&amp;P 500 for 2024 thus far.
When considering combined returns for 2023 and 2024, Broadcom ranks seventh in the benchmark index. 
Read Also: <a href="https://www.benzinga.com/24/12/42484676/nvidia-amd-taiwan-semi-and-other-chip-stocks-gain-as-broadcoms-q4-sparks-sector-wide-surge">Nvidia, AMD, Taiwan Semi Gain As Broadcom&#8217;s Q4 Performance Sparks Sector-Wide Surge</a>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Name</th>
<th>Price Chg. % (YTD 2024)</th>
<th>Total Return (2023)</th>
<th>Combined Gains</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>325.31%</td>
<td>167.45%</td>
<td>1,112.89%</td>
</tr>
<tr>
<td>NVIDIA Corporation</td>
<td>173.24%</td>
<td>239.02%</td>
<td>639.72%</td>
</tr>
<tr>
<td>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>279.37%</td>
<td>70.73%</td>
<td>508.67%</td>
</tr>
<tr>
<td>Meta Platforms, Inc.</td>
<td>75.99%</td>
<td>194.13%</td>
<td>341.37%</td>
</tr>
<tr>
<td>Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)</td>
<td>88.63%</td>
<td>161.97%</td>
<td>371.64%</td>
</tr>
<tr>
<td>Super Micro Computer, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NYSE">SMCI</a>)</td>
<td>26.46%</td>
<td>246.24%</td>
<td>324.29%</td>
</tr>
<tr>
<td>Broadcom Inc. </td>
<td>94.99%</td>
<td>104.18%</td>
<td>296.19%</td>
</tr>
<tr>
<td>Axon Enterprise, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>147.91%</td>
<td>55.69%</td>
<td>289.91%</td>
</tr>
<tr>
<td>Fair Isaac Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>)</td>
<td>88.05%</td>
<td>94.46%</td>
<td>292.80%</td>
</tr>
<tr>
<td>Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</td>
<td>87.89%</td>
<td>94.07%</td>
<td>291.65%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Why Analysts Love Broadcom</h3>
Bank of America&#8217;s analyst Vivek Arya reiterated a &#8220;Buy&#8221; rating on Broadcom following the quarterly report, boosting the 12-month price target from $215 to $250 and hinting at a potential 15% upside from current levels.
Arya&#8217;s optimism stems from three main drivers:
<ol>
<li>AI&#8217;s Expanding Footprint: Broadcom&#8217;s custom AI chips (ASICs) now serve five major customers, up from three previously. The company's AI-related revenue could soar to a served available market of $60–$90 billion by 2027—up from an estimated $15–$20 billion in 2023.</li>
<li>Apple's Steady Demand: Broadcom is expected to maintain its strong relationship with Apple, despite prior concerns about declining content orders.</li>
<li>Robust Earnings Growth: Analysts forecast a 15% sales growth and a 20% adjusted earnings-per-share (EPS) growth trajectory through 2026, underpinned by Broadcom&#8217;s diversified portfolio spanning silicon and infrastructure software.</li>
</ol>
"Broadcom's AI-driven growth potential and diversified base position it as one of the best opportunities in the chip sector," Arya said in a note, justifying their upward revision of earnings per share in fiscal year 2025 and 2026 by 5% and 3%, respectively.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role">Apple&#8217;s 2025 Chip Transition Targets New Wireless Edge, Broadcom To Retain Key Role</a></li>
</ul>
Illustration was created using Shutterstock photos.

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