New Street Sees Arista Networks (ANET) Benefiting from NVDA Share Loss in AI Networking
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Broadcom Limited (AVGO) PT Raised to $276 at Citi
June 2, 2025 4:05 PM EDTCiti analyst Christopher Danely raised the price target on Broadcom Limited (NASDAQ: AVGO) to $276.00 (from $210.00) while maintaining a Buy rating.
The analyst comments "Broadcom will release F2Q25 results on June 5 after market close. We expect AVGO to report results above... More
Citi on Arista Networks (ANET): 'Buyers of Weakness; Ethernet TAM is Growing'
May 29, 2025 4:44 PM EDTCiti analyst Atif Malik reiterated a Buy rating and $112.00 price target on Arista Networks (NYSE: ANET)
The analyst comments "With the release of Q1 results last night, NVDA commented that its Spectrum-X sales had reached an $8B annual run rate and that... More
Wolfe on NVIDIA (NVDA): 'we think the pain trade for NVDA is higher'
May 29, 2025 9:13 AM EDTWolfe Research analyst Chris Caso reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "The report was favorable in that all of the investor concerns heading into the quarter have by now been addressed - rack production, China (now out of numbers) and AI diffusion (not being enforced). The most... More
Edgewater Comments on NVIDIA (NVDA)
May 29, 2025 8:35 AM EDTEdgewater Comments on NVIDIA (NASDAQ: NVDA)
"Solid underlying fundamentals in noisy quarter, deployment metrics encouraging."... MoreRedburn Atlantic launches coverage on chip stocks: AVGO, ANET new Buys
May 28, 2025 7:08 AM EDTInvesting.com -- Redburn Atlantic has begun coverage on three semiconductor stocksBroadcom Inc (NASDAQ: AVGO), Arista Networks (NYSE: ANET), and Marvell Technology Inc (NASDAQ: MRVL).
Although investor sentiment around Generative AI has become more cautious, Redburn analyst Mike Harrison remains constructive on application-specific integrated circuits (ASICs), citing their strong link to areas of spending that large tech companies continue to prioritize.
"As hyper-scalers and... More
Redburn-Atlantic Starts Arista Networks (ANET) at Buy
May 28, 2025 3:27 AM EDTRedburn-Atlantic analyst Mike Harrison initiates coverage on Arista Networks (NYSE: ANET) with a Buy rating and a price target of $112.00.
The analyst comments: "Aristas networking products are significant beneficiaries of both larger GenAI cluster sizes and the shift towards Ethernet for... More
