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Posted by
Two Blokes Jul 6 -
Filed in
Stock
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5 views
Arista's Q1 2025 beat expectations, with strong enterprise growth and AI positioning supporting the long-term investment thesis despite near-term macro and tariff headwinds. Valuation has caught up after a 30% rally; further upside depends on accelerated AI monetization or continued robust growth in H2 2025. Aggressive share repurchases and a strong cash position provide downside support, reflecting management confidence and enhancing shareholder value.
