异动解读 | Arista Networks盘后暴跌10.86%,或因季报未及预期

异动解读
Nov 05, 2025

美国时间周二(11月4日)盘后,网络设备制造商Arista Networks(ANET)股价大幅下挫10.86%,引发投资者广泛关注。这一跌幅可能与该公司刚刚发布的第三季度财报有关。

在正常交易时段,Arista Networks股价已下跌1.9%。分析师此前预计该公司第三季度营收将同比增长24%至22.5亿美元,每股收益为0.71美元。然而,盘后股价的剧烈下跌暗示公司的实际业绩可能未能达到市场预期。

值得注意的是,Arista Networks今年以来的股价表现强劲,累计上涨约40%,远超标普500指数15%的涨幅。该公司的股价在10月29日还创下了收盘新高。然而,近期股价的市盈率已达到49倍,远高于过去5年33倍的平均水平,这也引发了一些投资者对其估值的担忧。

市场普遍关注Arista Networks在人工智能驱动的以太网交换机和路由器需求方面的表现。此次财报可能未能满足投资者对公司在AI相关业务增长的预期,从而导致股价大幅下挫。具体财报数据及公司未来展望还有待进一步披露。

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