concerns

Arista Networks: Margin Concerns in the Short Term but Long Term Positive from AI (NYSE:ANET)

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Cyber ​​security Ransomware Email Phishing Encrypted technology, secure digital information secure

Solo_Super thesis My Purchase Rating for Arista Networks (NYSE: ANET) has worked fine so far. In February, I had a price target of $171, which was subsequently achieved in less than a month. As my price target is now hit, and the business has been very good – just as I expected – I continue … Read more

Despite near-term growth concerns, Wall Street analysts view this cloud stock as a long-term AI winner

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Despite near-term growth concerns, Wall Street analysts view this cloud stock as a long-term AI winner

Snowflake should emerge as a long-term AI winner despite a string of short-term snowstorms, Wall Street analysts think. Cloud stock fell more than 16% on Thursday after the company shared product revenue guidance that fell short of consensus expectations and results that pointed to slowing growth. Wolfe Research downgraded Snowflake to outperform from outperform, citing … Read more