Is It Too Late To Consider Buying Arista Networks, Inc. (NYSE:ANET)?
Is It Too Late To Consider Buying Arista Networks, Inc. (NYSE:ANET)?
Arista Networks, Inc. (NYSE:ANET) saw a significant share price rise of 23% in the past couple of months on the NYSE. Shareholders may appreciate the recent price jump, but the company still has a way to go before reaching its yearly highs again. As a large-cap stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. But what if there is still an opportunity to buy? Let's examine Arista Networks's valuation and outlook in more detail to determine if there's still a bargain opportunity.
近幾個月,紐交所上Arista Networks股票(NYSE:ANET)的價格大漲23%。雖然股東可能欣賞這次的股價上漲,但公司距離再次達到今年的高點還有一段路要走。作爲一家擁有高覆蓋率分析師的大市值公司,你可以假設公司的最近運行情況已經反映在股票價格之中。但是,如果還存在購入的機會呢?讓我們更詳細地審視Arista Networks的估值和前景,以判斷是否仍有買入的良機。
What Is Arista Networks Worth?
Arista Networks的價值是多少?
According to our valuation model, Arista Networks seems to be fairly priced at around 4.2% below our intrinsic value, which means if you buy Arista Networks today, you'd be paying a fair price for it. And if you believe that the stock is really worth $353.04, then there isn't much room for the share price grow beyond what it's currently trading. Is there another opportunity to buy low in the future? Since Arista Networks's share price is quite volatile, we could potentially see it sink lower (or rise higher) in the future, giving us another chance to buy. This is based on its high beta, which is a good indicator for how much the stock moves relative to the rest of the market.
據我們的估值模型顯示,Arista Networks的定價似乎約爲我們內在價值的4.2%以下,這意味着如果你今天購買Arista Networks,你將爲其付出公正的價格。如果你相信股票的真實價值是353.04美元,那麼股價很難在當前價格之上再有增長的空間。未來是否還有低買入的機會呢?由於Arista Networks的股價相當波動,我們有可能在未來看到其股價下跌(或上漲),從而給我們另一次購買的機會。這是基於其高止損率,這是衡量一隻股票相對於整個市場移動程度的一個良好指標。
Can we expect growth from Arista Networks?
我們可以期望從Arista Networks獲得增長嗎?
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Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Arista Networks' earnings over the next few years are expected to increase by 52%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value.
如果投資者在股票組合中尋求增長,可能需要在購買公司股票前考慮其前景。雖然價值評估者會認爲相對價格的內在價值是最重要的,但一個更具說服力的投資論點是高增長潛力與低價格相結合。預計Arista Networks未來幾年的盈利將增長52%,預示着一個充滿希望的未來。這將導致更強勁的現金流,爲更高的股票價值提供支持。
What This Means For You
這對您意味着什麼?
Are you a shareholder? It seems like the market has already priced in ANET's positive outlook, with shares trading around its fair value. However, there are also other important factors which we haven't considered today, such as the track record of its management team. Have these factors changed since the last time you looked at the stock? Will you have enough conviction to buy should the price fluctuates below the true value?
你是股東嗎?市場似乎已經將ANET的積極前景定價,股票價格在公正價值附近交易。然而,還有其他重要因素我們今天沒有考慮,比如管理團隊的記錄。這些因素自你上次看該股票以來是否發生了變化?如果價格波動低於真實價值,你是否有足夠的信念購買?
Are you a potential investor? If you've been keeping tabs on ANET, now may not be the most advantageous time to buy, given it is trading around its fair value. However, the optimistic prospect is encouraging for the company, which means it's worth further examining other factors such as the strength of its balance sheet, in order to take advantage of the next price drop.
你是潛在的投資者嗎?如果你一直關注ANET,現在可能不是購買的最佳時機,因爲它正在公正價值附近交易。然而,積極的前景對公司來說鼓舞人心,這意味着有必要進一步審視其他因素,如其財務狀況的強度,以便利用下一輪價格下跌的機會。
In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. In terms of investment risks, we've identified 1 warning sign with Arista Networks, and understanding it should be part of your investment process.
因此,如果你想對該公司進行更多的分析,了解涉及的風險是至關重要的。在投資風險方面,我們已經確定了Arista Networks的一個警示信號,理解它應該成爲你的投資過程的一部分。
If you are no longer interested in Arista Networks, you can use our free platform to see our list of over 50 other stocks with a high growth potential.
如果你不再對Arista Networks感興趣,可以使用我們的免費平台查看我們超過50種高增長潛力股票的列表。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
譯文內容由第三人軟體翻譯。