ANET Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: Arista’s strong growth in cloud and AI markets, coupled with recent product innovations, positions it for significant revenue gains. Increased call option activity suggests market optimism.




Bearish Case: Persistent high implied volatility and insider selling signal caution. The stock's price drop and recent competition concerns indicate potential downside risks amid market uncertainty.




Potential Outcomes: Strong revenue growth from cloud/AI markets, likelihood 60%. Continued stock underperformance, likelihood 30%. Significant volatility before earnings, likelihood 10%.




Trading Oracle: Utilize a bullish debit spread by buying $115 calls and selling $120 calls, expiring in 14 days. This exploits current high volatility and aims for positive edge with a potential 397% return. High call volume supports a bullish stance.



February 12, 2025


Arista Networks Forecast

ANET        Arista Networks











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