$ANET | AI Catalyst Meets Technical Breakout

9월 3일

ANET | AI Catalyst Meets Technical Breakout

Arista Networks (ANET) is setting up for a potential breakout backed by strong fundamentals and AI momentum.

🔹 Technical Setup

Price holding support at $133–136 zone.

Clear structure of higher lows; volume spikes confirm institutional activity.

Next resistance levels at $146.7 → $151.8.

Fibonacci extensions point toward $158+ medium-term.

🔹 Catalysts

Q2 Earnings Beat: Revenue +30% YoY, guidance raised to $8.75B FY25.

AI Growth: $1.5B AI revenue forecasted in 2025; accelerating hyperscaler demand.

Ethernet Leadership: Gaining share vs NVIDIA’s InfiniBand with Ultra Ethernet Consortium.

Expansion: VeloCloud acquisition strengthens enterprise & SD-WAN positioning.

Investor Day (Sept 11): Possible roadmap updates + new product pipeline.

📈 Trade Idea

Entry Zone: $134–136 support retest

Target 1: $146.7

Target 2: $151.8

Stretch Target: $158+ (Fibo extension)

Risk Management: Stop below $132

⚡ AI, hyperscaler spend, and enterprise expansion provide strong tailwinds. If momentum holds, ANET could be a leader in AI-driven networking into 2026.

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