US Stock Market Move | Arista Networks (ANET.US) fell more than 7% since May but has accumulated an increase of 72%.

On Friday, Arista Networks (ANET.US) fell more than 7%, but has increased by 72% since May, now trading at $141.93. Despite the strong rise in stock price, some analysts point out that Arista's valuation is already far above historical average levels, with a risk of growth slowdown possibly appearing in 2027. With the current market risk/return trend moving downwards, cautious decision-making is especially important for investors. Wall Street remains optimistic about Arista's profitability over the next two years, especially as Broadcom Inc.'s outlook suggests that capital expenditure growth may accelerate from 2026 onwards, providing a cushion for Arista during a potential growth slowdown phase. However, the potential growth slowdown in 2027 still needs to be taken into consideration.