New Street Research - Arista Networks Inc. (ANET) ... Autos Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-up

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New Street Research

Pierre FerraguÊ

Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-up

As always, during earnings season, we wrap-up what happened in the previous week.

11/11/2024 1 EN

Underlyings

Arista Networks Inc.

Arista Networks is engaged in providing cloud networking solutions, which consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS enable the company to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility and analytics, and enable the company to integrate with third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center, OpenStack and other cloud management frameworks.

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US0404131064 New York Stock Exchange United States

ARM HOLDINGS PLC

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US0420682058 United Kingdom

WOLFSPEED INC

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US9778521024 New York Stock Exchange United States

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Analysts

Pierre FerraguÊ

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Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-up

Wolfspeed: are margins in materials collapsing, or about to collapse?

Arista Networks Inc: 1 director

Alphabet (GOOGL, Buy, target increases to $213 from $212) Amazon.com (AMZN, Buy, maintain $234 target) Updated AI Revenue Estimates for GCP & AWS

BT (Buy, 220p, +53%) The press is not right – Mittal has not “completed” his purchase yet….

China Mobile (Buy, TP: HK$ 115, +62%) Potential stake acquisition of HKBN

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