Arista Networks (ANET) Soars 6.04% on Strong Q1 Earnings
Mover TrackerMonday, May 12, 2025 4:59 am ET

2025年5月12日,Arista Networks在盘前交易中上涨6.04%。
Arista Networks在2025年第一季度的财报中表现出色,营收和净利润均超出预期。分析师认为,这主要得益于供应链管理的提效和毛利率的保持在高水平。Arista Networks作为高端数据中心交换机的龙头企业,有望继续从以太网在AI集群中的渗透率提升中受益,并保持较高的盈利能力。
尽管关税政策的不确定性对股价构成压力,但Arista Networks的大部分产能位于墨西哥,符合当前的《美墨加协议》规定。此外,云计算业务的强劲增长势头也为Arista Networks的全年展望提供了保障。
Arista Networks的重要客户Meta和微软都宣布将在2025年大幅提升资本支出,分别增长70%和44%。预计明年Meta的支出将明显放缓,但微软将在以太网后端(AI)部署方面加速推进,这将利好Arista Networks,有望抵消Meta收缩带来的一部分影响。

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