智通财经APP获悉，周五，Arista Networks(ANET.US)跌超7%，5月以来累涨72%，现报141.93美元。消息面上，尽管股价强势攀升，但一些分析师指出，Arista的估值已远高于历史平均水平，2027年可能出现增长放缓的风险。当前市场风险/回报倾向下行，因此对于投资者而言，谨慎决策显得尤为重要。
华尔街对Arista未来两年的利润率保持乐观，尤其是博通前景展望显示2026年起资本支出增速可能加快，这为Arista增长放缓阶段提供了缓冲。然而，到2027年可能出现的增长放缓仍需被纳入评估。
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