Stock Detail
$ANET
Technology · 26 tracked mentions in the last 90 days across 11 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
ANET leans overvalued across 3 creators and 7 classified valuation claims, with most of the signal coming from explicit expensive or priced-in language.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: price target upside
$120-$140
Explicit claim • strong conviction • basis: multiple relative
Its PE ratio is 60 and its forward is a almost a 41. So again dramatically more expensive than some of the other video
Explicit claim • strong conviction • basis: market mispricing
Arista builds a networking gear that powers AI data centers and demand is exploding... is one of the mispriced names in AI infrastructure.
Explicit claim • strong conviction • basis: multiple relative
The problem here besides just that the stock was getting too expensive and the market wasn't going to be happy with anything was that the outlook for operating profitability of 46 to 47% for the second quarter was down from almost 49% last year.
Mention History
Latest mentions across all history
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