SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leading provider of cloud networking solutions, today announced a significant update to its (Multi-Domain Segmentation Service) offerings that address the challenge of creating a truly enterprise-wide zero trust network. Without the need for endpoint software agents and proprietary network protocols, Arista MSS enables effective microperimeters that restrict lateral movement in campus and data center networks and thus reduces the blast radius of security breaches such as ransomware. Enterprise-wide Zero Trust Requires Ef...
A director at Walmart Inc sold 29,124 shares at 60.030USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
Our target price increases to $200 from $185 on higher estimates. Investment Thesis: Sentiment on GOOGL continues to improve markedly, as the new dividend, solid topline results and strong margins more than compensated for higher capex.
Our target price declines to $580 from $600 on lower estimates. Investment Thesis: META may be in the penalty box for a few quarters as consensus estimates come in, and catalysts get more likely going into September events (Connect, Conversations). We remain Buy rated and would build positions near-term, then accumulate more aggressively as catalysts approach.
What’s New: In this first take following tonight’s results, we touch on: 1. Search remains strong but begins lapping contribution from APAC-based retailers 2. The dividend finally arrives (plus another $70B share buyback authorization) 3. No surprise, Capex commentary implies 2024 full year figure well above consensus. 4. Cloud + YouTube = $100B run-rate at YE2024; our estimate is slightly higher 5. Continued progress on cost optimization
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