에 대한 최신 뉴스 Arista Networks (NYSE:ANET) 주식

Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

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브로드컴(NASDAQ:AVGO)는 금요일 거래에서 20% 이상 급등하며 사상 최고가를 기록했다. 이는 4분기 실적이 월가의 예상치를 크게 웃돌았기 때문이다. 이 반도체 대기업의 성장 이야기는 이제 대규모 인공지능(AI) 기회에 의해 가속화되고 있으며, 애널리스트들은 향후 수년간 수십억 달러의 막대한 수익이 예상된다고 전망하고 있다.

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Arista Networks Inc

Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) skyrocketed more than 20% during Friday morning trading, hitting all-time highs after its fiscal fourth-quarter earnings blew <a href="https://www.benzinga.com/24/12/42480891/broadcom-reports-four-fold-increase-in-ai-chips-revenue-expects-continued-momentum-boasts-of-cost-reduction-in-vmware-after-acquisition-heres-what-happened">past Wall Street estimates. </a>
The semiconductor giant's growth narrative is now turbocharged by a massive artificial intelligence (AI) opportunity, with analysts projecting a multibillion-dollar windfall in the years ahead.
The stock&#8217;s surge catapulted Broadcom into the exclusive trillion-dollar market cap club, placing it as the eighth-largest publicly traded company, just behind Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
For context, the trillion-dollar elite is rarefied territory, shared only by the &#8220;Magnificent Seven&#8221; tech giants. 
<h2 class="wp-block-heading">Is Broadcom The Eighth Magnificent Tech Stock?</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>Market Cap</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>$ 3.73 trillion</td>
</tr>
<tr>
<td>Microsoft Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>)</td>
<td>$ 3.33 trillion</td>
</tr>
<tr>
<td>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>$ 3.31 trillion</td>
</tr>
<tr>
<td>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>$ 2.39 trillion</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>$ 2.35 trillion</td>
</tr>
<tr>
<td>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>$ 1.57 trillion</td>
</tr>
<tr>
<td>Tesla, Inc.</td>
<td>$ 1.37 trillion</td>
</tr>
<tr>
<td>Broadcom Inc.</td>
<td>$ 1.02 trillion</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">December To Remember: Broadcom Eyes Record Month Since IPO</h2>
With Friday&#8217;s spike, Broadcom's stock has already rallied 33% in December, marking its strongest monthly performance since going public in 2009. 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="475" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png" alt="" class="wp-image-691759" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-300x139.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-768x356.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1536x713.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The semiconductor heavyweight has now climbed an impressive 95% year-to-date, securing the title of the 10th-best-performing stock in the S&amp;P 500 for 2024 thus far.
When considering combined returns for 2023 and 2024, Broadcom ranks seventh in the benchmark index. 
Read Also: <a href="https://www.benzinga.com/24/12/42484676/nvidia-amd-taiwan-semi-and-other-chip-stocks-gain-as-broadcoms-q4-sparks-sector-wide-surge">Nvidia, AMD, Taiwan Semi Gain As Broadcom&#8217;s Q4 Performance Sparks Sector-Wide Surge</a>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Name</th>
<th>Price Chg. % (YTD 2024)</th>
<th>Total Return (2023)</th>
<th>Combined Gains</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>325.31%</td>
<td>167.45%</td>
<td>1,112.89%</td>
</tr>
<tr>
<td>NVIDIA Corporation</td>
<td>173.24%</td>
<td>239.02%</td>
<td>639.72%</td>
</tr>
<tr>
<td>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>279.37%</td>
<td>70.73%</td>
<td>508.67%</td>
</tr>
<tr>
<td>Meta Platforms, Inc.</td>
<td>75.99%</td>
<td>194.13%</td>
<td>341.37%</td>
</tr>
<tr>
<td>Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)</td>
<td>88.63%</td>
<td>161.97%</td>
<td>371.64%</td>
</tr>
<tr>
<td>Super Micro Computer, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NYSE">SMCI</a>)</td>
<td>26.46%</td>
<td>246.24%</td>
<td>324.29%</td>
</tr>
<tr>
<td>Broadcom Inc. </td>
<td>94.99%</td>
<td>104.18%</td>
<td>296.19%</td>
</tr>
<tr>
<td>Axon Enterprise, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>147.91%</td>
<td>55.69%</td>
<td>289.91%</td>
</tr>
<tr>
<td>Fair Isaac Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>)</td>
<td>88.05%</td>
<td>94.46%</td>
<td>292.80%</td>
</tr>
<tr>
<td>Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</td>
<td>87.89%</td>
<td>94.07%</td>
<td>291.65%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Why Analysts Love Broadcom</h3>
Bank of America&#8217;s analyst Vivek Arya reiterated a &#8220;Buy&#8221; rating on Broadcom following the quarterly report, boosting the 12-month price target from $215 to $250 and hinting at a potential 15% upside from current levels.
Arya&#8217;s optimism stems from three main drivers:
<ol>
<li>AI&#8217;s Expanding Footprint: Broadcom&#8217;s custom AI chips (ASICs) now serve five major customers, up from three previously. The company's AI-related revenue could soar to a served available market of $60–$90 billion by 2027—up from an estimated $15–$20 billion in 2023.</li>
<li>Apple's Steady Demand: Broadcom is expected to maintain its strong relationship with Apple, despite prior concerns about declining content orders.</li>
<li>Robust Earnings Growth: Analysts forecast a 15% sales growth and a 20% adjusted earnings-per-share (EPS) growth trajectory through 2026, underpinned by Broadcom&#8217;s diversified portfolio spanning silicon and infrastructure software.</li>
</ol>
"Broadcom's AI-driven growth potential and diversified base position it as one of the best opportunities in the chip sector," Arya said in a note, justifying their upward revision of earnings per share in fiscal year 2025 and 2026 by 5% and 3%, respectively.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role">Apple&#8217;s 2025 Chip Transition Targets New Wireless Edge, Broadcom To Retain Key Role</a></li>
</ul>
Illustration was created using Shutterstock photos.

Broadcom Hits $1 Trillion Milestone: The Next Magnificent Tech Giant?

High-rolling investors have positioned themselves bullish on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in ANET often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 19 options trades for Arista Networks. This is not a typical pattern.
The sentiment among these major traders is split, with 47% bullish and 47% bearish. Among all the options we identified, there was one put, amounting to $32,500, and 18 calls, totaling $935,991.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $47.5 to $125.0 for Arista Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Arista Networks stands at 1238.53, with a total volume reaching 2,247.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Arista Networks, situated within the strike price corridor from $47.5 to $125.0, throughout the last 30 days.
<h3>Arista Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734103075_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$5.5</td>
<td>$5.3</td>
<td>$5.3</td>
<td>$125.00</td>
<td>$130.9K</td>
<td>1.3K</td>
<td align="right">294</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$13.2</td>
<td>$11.8</td>
<td>$12.7</td>
<td>$107.50</td>
<td>$101.6K</td>
<td>833</td>
<td align="right">81</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$5.4</td>
<td>$4.0</td>
<td>$4.7</td>
<td>$112.50</td>
<td>$81.8K</td>
<td>6.3K</td>
<td align="right">0</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$8.8</td>
<td>$8.5</td>
<td>$8.75</td>
<td>$112.50</td>
<td>$65.6K</td>
<td>572</td>
<td align="right">172</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$21.4</td>
<td>$21.4</td>
<td>$21.4</td>
<td>$100.00</td>
<td>$53.5K</td>
<td>1.1K</td>
<td align="right">27</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Following our analysis of the options activities associated with Arista Networks, we pivot to a closer look at the company's own performance.
<h3>Current Position of Arista Networks</h3>
<ul>
<li>With a trading volume of 2,130,883, the price of ANET is up by 4.36%, reaching $111.53.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 59 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Arista Networks</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $125.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Arista Networks, maintaining a target price of $125. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Options

What the Options Market Tells Us About Arista Networks

High-rolling investors have positioned themselves bullish on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in ANET often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 10 options trades for Arista Networks. This is not a typical pattern.
The sentiment among these major traders is split, with 40% bullish and 40% bearish. Among all the options we identified, there was one put, amounting to $30,375, and 9 calls, totaling $520,518.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $82.5 to $125.0 for Arista Networks over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Arista Networks options trades today is 803.78 with a total volume of 1,227.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Arista Networks's big money trades within a strike price range of $82.5 to $125.0 over the last 30 days.
<h3>Arista Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733499101_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$25.6</td>
<td>$22.8</td>
<td>$24.21</td>
<td>$85.00</td>
<td>$242.1K</td>
<td>864</td>
<td align="right">100</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$28.3</td>
<td>$27.5</td>
<td>$27.5</td>
<td>$82.50</td>
<td>$55.0K</td>
<td>123</td>
<td align="right">20</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$26.6</td>
<td>$25.2</td>
<td>$25.58</td>
<td>$85.00</td>
<td>$38.3K</td>
<td>864</td>
<td align="right">115</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/27/24</td>
<td>$3.6</td>
<td>$3.3</td>
<td>$3.6</td>
<td>$107.50</td>
<td>$36.0K</td>
<td>198</td>
<td align="right">126</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$14.3</td>
<td>$14.2</td>
<td>$14.2</td>
<td>$95.00</td>
<td>$34.0K</td>
<td>2.8K</td>
<td align="right">24</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
<h3>Where Is Arista Networks Standing Right Now?</h3>
<ul>
<li>With a trading volume of 1,072,881, the price of ANET is up by 0.86%, reaching $107.75.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 66 days from now.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $357.2.
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20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Arista Networks, targeting a price of $425. 
&#x2A; Consistent in their evaluation, an analyst from Rosenblatt keeps a Sell rating on Arista Networks with a target price of $320. 
&#x2A; An analyst from Piper Sandler downgraded its action to Neutral with a price target of $421. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on Arista Networks with a target price of $495. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Arista Networks, targeting a price of $125. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Arista Networks's Options Frenzy: What You Need to Know

Investors with a lot of money to spend have taken a bullish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 18 options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 44% bullish and 44%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $35,401, and 17, calls, for a total amount of $935,838.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $310.0 and $500.0 for Arista Networks, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Arista Networks stands at 236.17, with a total volume reaching 469.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Arista Networks, situated within the strike price corridor from $310.0 to $500.0, throughout the last 30 days.
<h3>Arista Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732902339_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$64.3</td>
<td>$62.2</td>
<td>$64.3</td>
<td>$410.00</td>
<td>$160.7K</td>
<td align="right">70</td>
<td align="right">25</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$10.7</td>
<td>$8.1</td>
<td>$9.75</td>
<td>$395.00</td>
<td>$144.9K</td>
<td align="right">207</td>
<td align="right">166</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$7.0</td>
<td>$6.9</td>
<td>$7.0</td>
<td>$400.00</td>
<td>$74.2K</td>
<td align="right">322</td>
<td align="right">135</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/06/24</td>
<td>$38.3</td>
<td>$35.5</td>
<td>$36.26</td>
<td>$370.00</td>
<td>$72.5K</td>
<td align="right">80</td>
<td align="right">22</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$123.5</td>
<td>$122.6</td>
<td>$123.5</td>
<td>$310.00</td>
<td>$61.7K</td>
<td align="right">6</td>
<td align="right">5</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Arista Networks</h3>
<ul>
<li>With a volume of 793,223, the price of ANET is up 0.52% at $404.39. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 73 days.</li>
</ul>
<h3>Expert Opinions on Arista Networks</h3>
In the last month, 4 experts released ratings on this stock with an average target price of $415.25.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from UBS has decided to maintain their Neutral rating on Arista Networks, which currently sits at a price target of $425. 
&#x2A; An analyst from Piper Sandler has revised its rating downward to Neutral, adjusting the price target to $421. 
&#x2A; An analyst from Rosenblatt has decided to maintain their Sell rating on Arista Networks, which currently sits at a price target of $320. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on Arista Networks with a target price of $495. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Arista Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Smart Money Is Betting Big In ANET Options

High-rolling investors have positioned themselves bullish on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in ANET often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 19 options trades for Arista Networks. This is not a typical pattern.
The sentiment among these major traders is split, with 42% bullish and 31% bearish. Among all the options we identified, there was one put, amounting to $25,100, and 18 calls, totaling $1,171,479.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $310.0 to $460.0 for Arista Networks during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $310.0 to $460.0 in the last 30 days. 
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732562136_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$51.1</td>
<td>$48.2</td>
<td>$49.55</td>
<td>$370.00</td>
<td>$297.3K</td>
<td align="right">110</td>
<td align="right">2</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$19.8</td>
<td>$19.4</td>
<td>$19.8</td>
<td>$390.00</td>
<td>$194.0K</td>
<td align="right">545</td>
<td align="right">126</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$41.2</td>
<td>$39.9</td>
<td>$41.0</td>
<td>$400.00</td>
<td>$82.0K</td>
<td align="right">309</td>
<td align="right">25</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$64.1</td>
<td>$62.7</td>
<td>$63.4</td>
<td>$350.00</td>
<td>$63.4K</td>
<td align="right">295</td>
<td align="right">10</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$35.6</td>
<td>$34.0</td>
<td>$34.0</td>
<td>$400.00</td>
<td>$51.0K</td>
<td align="right">263</td>
<td align="right">21</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
After a thorough review of the options trading surrounding Arista Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Current Position of Arista Networks</h3>
<ul>
<li>Currently trading with a volume of 960,929, the ANET's price is down by -1.93%, now at $398.62. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 77 days.</li>
</ul>
<h3>What Analysts Are Saying About Arista Networks</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $424.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Arista Networks, maintaining a target price of $495. 
&#x2A; Consistent in their evaluation, an analyst from Rosenblatt keeps a Sell rating on Arista Networks with a target price of $320. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Arista Networks, targeting a price of $425. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Arista Networks, maintaining a target price of $460. 
&#x2A; Reflecting concerns, an analyst from Piper Sandler lowers its rating to Neutral with a new price target of $421.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Unpacking the Latest Options Trading Trends in Arista Networks

STOCK CLOSES 2.5% HIGHER AFTER SIGNAL
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="689" height="657" src="https://contributor-assets.benzinga.com/wp-content/uploads/2024/11/21210412/Screen-Shot-2024-11-21-at-4.02.16-PM.png" alt="" class="wp-image-3514" style="width:auto;height:450px" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2024/11/21210412/Screen-Shot-2024-11-21-at-4.02.16-PM.png 689w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/11/21210412/Screen-Shot-2024-11-21-at-4.02.16-PM-300x286.png 300w" sizes="(max-width: 689px) 100vw, 689px" /></figure>
Yesterday, at 10:34 AM on November 21st, a significant trading signal occurred for Arista Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) as it demonstrated a Power Inflow at a price of $394.96. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in Arista&#8217;s stock, marking a potential entry point for traders looking to capitalize on the expected upward movement. Traders with this signal closely watch for sustained momentum in Arista&#8217;s stock price, interpreting this event as a bullish sign.
Signal description
Order flow analytics, aka transaction or market flow analysis, separate and study both the retail and institutional volume rate of orders (flow). It involves analyzing the flow of buy and sell orders, along with size, timing, and other associated characteristics and patterns, to gain insights and make more informed trading decisions. This particular indicator is interpreted by active traders as a bullish signal.&nbsp;
The Power Inflow occurs within the first two hours of the market open and generally signals the trend that helps gauge the stock&#8217;s overall direction, powered by institutional activity in the stock, for the remainder of the day.&nbsp;
By incorporating order flow analytics into their trading strategies, market participants can better interpret market conditions, identify trading opportunities, and potentially improve their trading performance. But let's not forget that while watching smart money flow can provide valuable insights, it is crucial to incorporate effective risk management strategies to protect capital and mitigate potential losses. Employing a consistent and effective risk management plan helps traders navigate the uncertainties of the market in a more controlled and calculated manner, increasing the likelihood of long-term success
If you want to stay updated on the latest options trades for ANET, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.&nbsp;
<a href="https://benzinga.com/apis?_gl=1&#x2A;1hlgn5i&#x2A;_ga&#x2A;MTY1NjE2NTYxMi4xNzE0NzQ4MTAy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDc0ODEwMi4xLjEuMTcxNDc0ODQyOC4wLjAuMA..">Market News and Data are brought to you by Benzinga APIs</a> and include firms, like <a href="https://finitusa.com/en/">Finit USA</a>, responsible for parts of the data within this article. 
&#xA9; 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
After Market Close UPDATE:
The price at the time of the Power Inflow was $394.86. The returns on the High price ($404.96) and Close price ($404.65) after the Power Inflow were respectively 2.6% and 2.5%. That is why it is important to have a trading plan that includes Profit Targets and Stop Losses that reflect your risk appetite. In this case, the high of the day and close were very close but that is not always the case
Past Performance is Not Indicative of Future Results

Signals

General

Tradepulse Power Inflow Alert: Arista Networks Inc. Moves Up Over 10 Points After Alert

WIIM

Arista Networks shares are trading higher in reaction to NVIDIA's recently announced strong financial results and guidance.

Investors with a lot of money to spend have taken a bullish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 30 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 33% bullish and 30%, bearish.
Out of all of the special options we uncovered, 9 are puts, for a total amount of $342,871, and 21 are calls, for a total amount of $1,005,778.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $260.0 to $460.0 for Arista Networks over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $260.0 to $460.0 in the last 30 days. 
<h3>Arista Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732049148_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$49.1</td>
<td>$47.5</td>
<td>$48.4</td>
<td>$380.00</td>
<td>$91.9K</td>
<td align="right">110</td>
<td align="right">21</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$15.3</td>
<td>$14.6</td>
<td>$14.7</td>
<td>$430.00</td>
<td>$80.8K</td>
<td align="right">171</td>
<td align="right">114</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$18.0</td>
<td>$17.4</td>
<td>$17.43</td>
<td>$420.00</td>
<td>$80.3K</td>
<td align="right">309</td>
<td align="right">52</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$2.7</td>
<td>$2.1</td>
<td>$2.45</td>
<td>$460.00</td>
<td>$73.5K</td>
<td align="right">502</td>
<td align="right">311</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$13.3</td>
<td>$12.6</td>
<td>$12.6</td>
<td>$430.00</td>
<td>$69.3K</td>
<td align="right">171</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>With a volume of 2,357,777, the price of ANET is up 1.84% at $377.3. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 83 days.</li>
</ul>
<h3>Professional Analyst Ratings for Arista Networks</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $424.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on Arista Networks with a target price of $495. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Arista Networks, maintaining a target price of $460. 
&#x2A; An analyst from UBS persists with their Neutral rating on Arista Networks, maintaining a target price of $425. 
&#x2A; An analyst from Piper Sandler has revised its rating downward to Neutral, adjusting the price target to $421. 
&#x2A; Maintaining their stance, an analyst from Rosenblatt continues to hold a Sell rating for Arista Networks, targeting a price of $320. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

A Closer Look at Arista Networks's Options Market Dynamics

Rosenblatt analyst Mike Genovese maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Sell and raises the price target from $265 to $320.

Price Target

Rosenblatt Maintains Sell on Arista Networks, Raises Price Target to $320

The S&amp;P 500 index surged past the 6,000-point milestone, setting fresh record highs, and small-cap stocks are poised for their best weekly performance since April 2024 as investor optimism surrounding the &#8220;Trump trade&#8221; continued to fuel a strong risk-on sentiment by the end of a <a href="https://www.benzinga.com/markets">wild week in the market</a>. 
All major U.S. indices posted modest gains in midday trading, with the Dow Jones Industrial Average leading slightly, soaring beyond the 44,000-point mark. The blue-chip index is set for its best weekly performance in over a year.
Friday's rise in the S&amp;P 500 was powered by the utilities and real estate sectors, which had lagged post-election. Tech stocks took a breather following Thursday's rally.
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) surged 7%, pushing its weekly gains beyond 27% and propelling its market cap past $1 trillion. 
This move now places every "Magnificent Seven" tech stock in the trillion-dollar club, with the group's combined market cap topping $17 trillion.
Treasury yields held steady, while the dollar strengthened in response to the Federal Reserve's Thursday 25-basis-point rate <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41823887/powell-dismisses-talk-of-resignation-after-trump-victory-says-policy-is-still-res">cut to 4.5%-4.75%</a>.
Gold softened, eyeing its worst week since late May, as both silver and oil dropped over 2% on the day. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged up 0.8%, extending its weekly gains to over 11%, marking its best week since July.
<h3 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,993.21</td>
<td>0.6%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,998.81</td>
<td>0.4%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,389.50</td>
<td>0.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,124.53</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 1:05 p.m. ET</figcaption></figure>
According to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent110824&amp;t=be2bearmibe3na1">Benzinga Pro</a> data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.4% to $598.17.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;rose 0.6% to $439.89.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) inched 0.1% higher to $514.10.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.3% to $237.08.</li>
<li>The Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, rising 1.8%. The Materials Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) lagged, down 1%.</li>
</ul>
<h3 class="wp-block-heading">Friday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports were: 
<ul>
<li>NRG Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>), up 0.5%, </li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>), up 21%</li>
<li>Arista Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NASDAQ">ANET</a>), down 7%, </li>
<li>Airbnb Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>), down 7.5%, </li>
<li>Motorola Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSI#NYSE">MSI</a>), up 6.7%, </li>
<li>EOG Resources Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>), up 5.9%, </li>
<li>Fortinet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>), up over 9%, </li>
<li>The Trade Desk Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), down over 4%, </li>
<li>Monster Beverage Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>), up by 0.5%, </li>
<li>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>), up 25%, </li>
<li>Block Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>), down 4.4%, </li>
<li>Cloudfare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>), down 6.2%, </li>
<li>Corpay Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>), up 6%, </li>
<li>Expedia Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NYSE">EXPE</a>), up over 6%, </li>
<li>Toast Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>), up 13%, </li>
<li>Pinterest Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>), down 17%, </li>
<li>DraftKings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), up 1.7%, </li>
<li>Insulet Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>), up 12%, </li>
<li>News Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWS#NASDAQ">NWS</a>), up 3.6%, </li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41848568/us-consumer-sentiment-rises-more-than-predicted-to-6-month-highs-inflation-expectations-hit-4-year-low">US Consumer Sentiment Rises More Than Predicted To 6-Month Highs, Inflation Expectations Hit 4-Year Low</a></li>
</ul>
Illustration created using artificial intelligence via Midjourney.

Sector ETFs

Movers

ETFs

$BTC

ABNB

CPAY

SPDR Dow Jones Industrial Average ETF Trust

DKNG

EXPE

FTNT

MNST

PINS

PODD

TOST

S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?

Investors with a lot of money to spend have taken a bullish stance on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ANET, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 67 uncommon options trades for Arista Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 40% bullish and 32%, bearish.
Out of all of the special options we uncovered, 20 are puts, for a total amount of $987,269, and 47 are calls, for a total amount of $3,090,628.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $280.0 to $500.0 for Arista Networks over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Arista Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Arista Networks's whale trades within a strike price range from $280.0 to $500.0 in the last 30 days. 
<h3>Arista Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731090367_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$23.4</td>
<td>$21.3</td>
<td>$24.1</td>
<td>$390.00</td>
<td>$361.5K</td>
<td>1.3K</td>
<td align="right">826</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$25.6</td>
<td>$25.0</td>
<td>$25.0</td>
<td>$390.00</td>
<td>$250.0K</td>
<td>1.3K</td>
<td align="right">626</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$116.5</td>
<td>$112.0</td>
<td>$116.5</td>
<td>$410.00</td>
<td>$209.7K</td>
<td>8</td>
<td align="right">36</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$14.2</td>
<td>$13.5</td>
<td>$13.5</td>
<td>$440.00</td>
<td>$135.0K</td>
<td>223</td>
<td align="right">13</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/08/24</td>
<td>$42.5</td>
<td>$42.2</td>
<td>$42.5</td>
<td>$450.00</td>
<td>$127.5K</td>
<td>102</td>
<td align="right">60</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
In light of the recent options history for Arista Networks, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Arista Networks Standing Right Now?</h3>
<ul>
<li>With a volume of 4,255,635, the price of ANET is down -7.0% at $400.85. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 94 days.</li>
</ul>
<h3>Professional Analyst Ratings for Arista Networks</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $450.25.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Piper Sandler has revised its rating downward to Neutral, adjusting the price target to $421. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Arista Networks, maintaining a target price of $460. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Arista Networks, targeting a price of $495. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Arista Networks, targeting a price of $425. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Arista Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Market Whales and Their Recent Bets on ANET Options

Barclays analyst Tim Long maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Overweight and raises the price target from $341 to $495.

Barclays Maintains Overweight on Arista Networks, Raises Price Target to $495

UBS analyst David Vogt maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Neutral and raises the price target from $369 to $425.

UBS Maintains Neutral on Arista Networks, Raises Price Target to $425

Piper Sandler analyst James Fish reiterates Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Neutral and raises the price target from $345 to $421.

Reiteration

Piper Sandler Reiterates Neutral on Arista Networks, Raises Price Target to $421

Arista Networks shares are trading lower. The company reported Q3 financial results.

CORRECTION: Arista Networks Ticker Is "ANET"

Stock Split

Arista Approved Four-For-One Forward Stock Split

Financial Outlook
For the fourth quarter of 2024, we expect:
<ul>
<li>Revenue between $1.85 billion to $1.90 billion</li>
<li>Non-GAAP gross margin of approximately 63% - 64%; and</li>
<li>Non-GAAP operating margin of approximately 44%.</li>
</ul>
Guidance for non-GAAP financial measures excludes certain items, including stock-based compensation expense, intangible asset amortization, and potential non-recurring charges or benefits. A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort because these exclusions can be uncertain or difficult to predict, including stock-based compensation expense which is impacted by the timing of employee stock transactions, the company's future hiring and retention needs and the future fair market value of the company's common stock. The actual amount of these exclusions will have a significant impact on the company's GAAP gross margin and GAAP operating margin.

Guidance

Arista Networks Sees Q4 Revenue $1.85B-$1.90B Vs $1.81B Est.

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) reported quarterly earnings of $2.40 per share which beat the analyst consensus estimate of $2.08 by 15.38 percent. This is a 31.15 percent increase over earnings of $1.83 per share from the same period last year. The company reported quarterly sales of $1.81 billion which beat the analyst consensus estimate of $1.74 billion by 4.08 percent. This is a 20.01 percent increase over sales of $1.51 billion the same period last year.

Earnings

Earnings Beats

Arista Networks Q3 Adj $2.40 Beats $2.08 Estimate, Sales $1.81B Beat $1.74B Estimate

How is SPY stock faring? The SPDR S&P 500 ETF Trust  is up 0.49% in the past 5 days and has risen about 29% year-to-date. According to TipRanks' un...

SPY ETF Update, 12/6/2024

Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Arista Networks (ANET – Research Report), Lam Rese...

Analysts Offer Insights on Technology Companies: Arista Networks (ANET), Lam Research (LRCX) and HashiCorp (HCP)

Latest data shows the largest indicative borrow rate increases among liquid option names include: tempus AI Inc Class A (TEM) 249.82% +6.76, Maxeon...

Largest borrow rate increases among liquid names

Morgan Stanley analyst Meta Marshall maintained a Buy rating on Arista Networks (ANET – Research Report) today and set a price target of $102.50. T...

New Buy Rating for Arista Networks (ANET), the Technology Giant

Arista Networks, Inc. (ANET) Raymond James 2024 TMT & Consumer Conference - (Transcript)

Allspring Large Cap Growth Fund Q3 2024 Commentary

Allspring Premier Large Company Growth Fund Q3 2024 Commentary

Ciena soars following Q4 results as cloud, AI drive networking demand

Notable gainers among liquid option names this morning include Broadcom (AVGO) $220.46 +39.80, Micron (MU) $102.64 +4.40, Arista Networks (ANET) $1...

Early notable gainers among liquid option names on December 13th

Unusual total active option classes on open include: Arm Holdings PLC (ARM), Arista Networks (ANET), Canaan Inc (CAN), Under Armour Class A (UAA), ...

Unusually active option classes on open December 13th

ACHR

ADBE

BIIB

CDNS

CRWD

ERIE

HRTX

JNPR

LRCX

MAXN

MCHP

MPWR

MRNA

MRVL

NONOF

PAYC

RGEN

RLMD

UPST

URBN

UUUU

VEEV

Press Releases

Arista Networks to Announce Q2 2024 Financial Results on Tuesday, July 30th, 2024

Arista Networks, Inc. Reports Second Quarter 2024 Financial Results

Alabama Fiber Network Selects Arista Networks for Statewide Middle-Mile Initiative

TEF 2024: Exploring Ethernet's Future in the Age of AI

HyperLight Accelerates Growth With $37M Funding Led by Summit Partners

CloudVision Delivers Modern Network Operating Model Across the Enterprise

Arista Networks to Announce Q3 2024 Financial Results on Thursday, November 7th, 2024

Opinion

Behind the Scenes: Developers Tackling the AI Data Center Dilemma

Arista Networks, Inc. Reports Third Quarter 2024 Financial Results

Arista Unveils Modern Stacking for Campus Networks

AVAI

MTSI

ORCL

SNOW

Applied Optoelectronics, Inc. - Common Stock

Applied Optoelectronics

Adtran Holdings

Aviat Networks

Calix

Ciena

Clearfield

CommScope Holding Company, Inc. - Common Stock

CommScope Hldg Co

Cisco Systems

Digi Intl

Ericsson - American Depositary Shares each representing 1 underlying Class B share

Telefonaktiebolaget L M

Extreme Networks

Harmonic

Infinera

Juniper Networks

Lumentum Holdings

Mobilicom

Motorola Solns

Nokia Corporation Sponsored American Depositary Shares

Nokia

NetScout Systems

Netgear

Ribbon Communications Inc. - Common Stock

Ribbon Comms

Ubiquiti

Viavi Solutions

Viasat

Barclays

Rosenblatt

Piper Sandler

Wells Fargo

브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)는 금요일 거래에서 20% 이상 급등하며 사상 최고가를 기록했다. 이는 4분기 실적이 <a href="https://www.benzinga.com/24/12/42480891/broadcom-reports-four-fold-increase-in-ai-chips-revenue-expects-continued-momentum-boasts-of-cost-reduction-in-vmware-after-acquisition-heres-what-happened" target="_blank" rel="noopener">월가의 예상치를 크게 웃돌았기</a> 때문이다.
이 반도체 대기업의 성장 이야기는 이제 대규모 인공지능(AI) 기회에 의해 가속화되고 있으며, 애널리스트들은 향후 수년간 수십억 달러의 막대한 수익이 예상된다고 전망하고 있다.
주가의 급등으로 브로드컴은 1조 달러 시장 가치 클럽에 진입하게 되었으며, 이는 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)에 이어 여덟 번째로 큰 상장 기업으로 자리잡았다.
참고로, 1조 달러 기업은 &#8220;매그니피센트 세븐&#8221; 기술 대기업들만이 공유하는 희귀한 영역이다.
<h2 class="wp-block-heading">브로드컴은 여덟 번째 매그니피센트 테크 주식인가?</h2>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>시가총액</td>
</tr>
<tr>
<td>애플 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>$ 3.73 조</td>
</tr>
<tr>
<td>마이크로소프트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>)</td>
<td>$ 3.33 조</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>$ 3.31 조</td>
</tr>
<tr>
<td>아마존닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>$ 2.39 조</td>
</tr>
<tr>
<td>알파벳 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>$ 2.35 조</td>
</tr>
<tr>
<td>메타 플랫폼스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>$ 1.57 조</td>
</tr>
<tr>
<td>테슬라</td>
<td>$ 1.37 조</td>
</tr>
<tr>
<td>브로드컴</td>
<td>$ 1.02 조</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">기억에 남을 12월: 브로드, IPO 이후 최대 월 기록 목표</h2>
금요일의 급등으로 브로드컴의 주가는 이미 12월에 33% 상승했으며, 이는 2009년 상장 이후 가장 강력한 월간 실적을 기록한 것이다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-691759" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1024x475.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-300x139.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-768x356.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118-1536x713.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13112116/image-118.png 1920w" alt="" width="1024" height="475" /></figure>
이 반도체 대기업은 금요일 오전 주가 기준 올해 현재까지 95% 상승하며, 2024년 S&amp;P 500에서 10번째로 높은 실적을 기록한 주식이 되었다.
2023년과 2024년의 결합된 수익률을 고려할 때, 브로드컴은 벤치마크 지수에서 7위를 차지한다.
다음도 읽어보세요: <a href="https://www.benzinga.com/24/12/42484676/nvidia-amd-taiwan-semi-and-other-chip-stocks-gain-as-broadcoms-q4-sparks-sector-wide-surge">브로드컴의 4분기 실적이 부문 전반에 걸쳐 급등을 촉발하면서 엔비디아, AMD, TSMC 상승</a>
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th>이름</th>
<th>가격 변동 % (2024년 YTD)</th>
<th>총 수익 (2023년)</th>
<th>결합 수익</th>
</tr>
</thead>
<tbody>
<tr>
<td>팔란티어 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>325.31%</td>
<td>167.45%</td>
<td>1,112.89%</td>
</tr>
<tr>
<td>엔비디아</td>
<td>173.24%</td>
<td>239.02%</td>
<td>639.72%</td>
</tr>
<tr>
<td>비스트라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>279.37%</td>
<td>70.73%</td>
<td>508.67%</td>
</tr>
<tr>
<td>메타 플랫폼스</td>
<td>75.99%</td>
<td>194.13%</td>
<td>341.37%</td>
</tr>
<tr>
<td>로얄 캐리비안 크루즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)</td>
<td>88.63%</td>
<td>161.97%</td>
<td>371.64%</td>
</tr>
<tr>
<td>슈퍼 마이크로 컴퓨터 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NYSE">SMCI</a>)</td>
<td>26.46%</td>
<td>246.24%</td>
<td>324.29%</td>
</tr>
<tr>
<td>브로드컴</td>
<td>94.99%</td>
<td>104.18%</td>
<td>296.19%</td>
</tr>
<tr>
<td>엑슨 엔터프라이즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>147.91%</td>
<td>55.69%</td>
<td>289.91%</td>
</tr>
<tr>
<td>페어 아이작 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>)</td>
<td>88.05%</td>
<td>94.46%</td>
<td>292.80%</td>
</tr>
<tr>
<td>아리스타 네트웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</td>
<td>87.89%</td>
<td>94.07%</td>
<td>291.65%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">애널리스트들이 브로드컴을 좋아하는 이유</h3>
뱅크 오브 아메리카의 애널리스트 비벡 아리야(Vivek Arya)는 분기 보고서를 바탕으로 브로드컴에 대한 &#8220;매수&#8221; 등급을 재확인하며, 12개월 가격 목표를 215달러에서 250달러로 상향 조정하고 현재 수준에서 15%의 잠재적 상승 여력을 시사했다.
아리야의 낙관주의는 세 가지 주요 요인에 기반한다:
<ol>
<li>AI의 확장: 브로드컴의 맞춤형 AI 칩(ASICs)는 이제 주요 고객이 다섯 명으로 증가했으며, AI 관련 매출은 2023년 150억~200억 달러에서 2027년에는 600억~900억 달러의 가용 시장으로 급증할 것으로 예상된다.</li>
<li>애플의 지속적인 수요: 브로드컴은 애플과의 강력한 관계를 유지할 것으로 예상되며, 이는 콘텐츠 주문 감소에 대한 우려에도 불구하고 계속된다.</li>
<li>견고한 실적 성장: 애널리스트들은 2026년까지 15%의 매출 성장과 20%의 조정 후 주당 순이익(EPS) 성장 경로를 예측하고 있으며, 이는 브로드컴의 실리콘 및 인프라 소프트웨어에 걸친 다양한 포트폴리오에 의해 뒷받침된다.</li>
</ol>
&#8220;브로드컴의 AI 주도 성장 잠재력과 다양한 기반은 반도체 부문에서 최고의 기회 중 하나로 자리 잡게 한다&#8221;고 아리야가 언급하며, 2025년 및 2026년 회계연도 주당 순이익 예측치를 각각 5% 및 3% 상향 조정한 이유를 설명했다.
주가 움직임: 브로드컴의 주식은 금요일 24.43% 급등한 224.80달러에 마감되었다.
지금 읽어보세요: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role">애플의 2025년 칩 전환, 새로운 무선 엣지를 겨냥하고 브로드컴이 핵심 역할을 유지</a></li>
</ul>
일러스트레이션은 Shutterstock 사진을 사용하여 작성되었습니다.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

바이든 행정부가 중국의 <a href="https://www.benzinga.com/news/24/07/39824702/ai-infrastructure-ceo-says-customers-are-showing-relentless-demand-for-nvidia-chips-and-nvidia-chips" target="_blank" rel="noopener" data-google-interstitial="false">고급 반도체</a> 및 기술에 대한 접근 제한을 확대하고 차기 행정부에서 관세가 인상될 가능성은 투자자들 사이에서 상당한 우려를 불러일으켰다.
그러나 많은 기업들이 직면한 광범위한 역풍 속에서 JP모건의 분석가 사믹 채터지(Samik Chatterjee)는 이러한 지정학적 긴장으로부터 이익을 얻을 수 있는 기술주 그룹을 선별했다.
<h3 class="wp-block-heading">1. 플렉스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLEX#NASDAQ">FLEX</a>)</h3>
채터지는 플렉스가 변화하는 지정학적 환경에서 이익을 얻을 수 있는 전략적 위치에 있다고 지적한다.
중국에 대한 제재가 강화됨에 따라 중국 이외의 지역에서 플렉스의 광범위한 제조 역량의 가치가 점점 더 높아지고 있다. 이를 통해 플렉스는 중국의 규제 불확실성과 관련된 위험을 완화하려는 기업들으로부터 비즈니스를 유치할 수 있다.
채터지는 플렉스를 이러한 글로벌 공급망 변화를 활용할 준비가 된 핵심 플레이어로 보고 있다.
<h3 class="wp-block-heading">2. 자빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>)</h3>
JP모건의 채터지는 또한 자빌을 현재 환경의 중요한 수혜자로 식별한다. 다양한 제조 위치를 갖춘 전자 제조 서비스(EMS) 제공업체인 자빌은 중국에서 생산 시설을 이전하려는 고객들의 노력을 활용할 수 있는 좋은 위치에 있다.
이러한 전략적 이점은 미국이 중국에 대해 더욱 강경한 입장을 취하는 상황에서 자빌에게 유리하게 작용한다.
<h3 class="wp-block-heading">3. 시에나 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>)</h3>
네트워킹 기술 분야에서 채터지는 시에나를 잠재적인 수혜자로 지목한다. 이 분석가는 중국의 고급 칩에 대한 접근 제한이 중국 기반 네트워크 장비 제조업체(NEM)의 역량을 방해할 수 있다고 지적한다.
이 시나리오는 차별화된 지적 재산과 고급 네트워킹 솔루션을 자랑하는 시에나와 같은 기업이 시장 점유율을 확보할 수 있는 기회를 제공합니다.
<h3 class="wp-block-heading">4. 아리스타 네트웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</h3>
아리스타 네트웍스는 채터지가 미국의 제재로 이익을 얻는 것으로 강조하는 또 다른 회사이다.
최첨단 네트워킹 기술을 갖춘 아리스타는 중국 NEM이 필수 구성 요소에 대한 제한된 액세스로 어려움을 겪고 있는 가운데 이점을 누릴 수 있다.
채터지는 기업들이 경쟁력 있는 네트워킹 인프라를 유지하기 위한 대안을 모색함에 따라 아리스타 솔루션에 대한 수요가 증가할 것으로 예상한다.
<h3 class="wp-block-heading">5. 시스코 시스템즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)</h3>
마지막으로 채터지의 분석에서 시스코 시스템즈는 잠재적인 우승자로 떠올랐다.
네트워킹 기술의 선두주자인 시스코는 중국 제조업체들에 영향을 미치는 제한 조치로부터 이익을 얻을 수 있는 좋은 위치에 있다.
채터지는 시스코가 제한된 중국 경쟁업체들에 대한 실행 가능한 대안이 될 수 있는 강력한 네트워킹 장비 및 서비스 포트폴리오를 통해 향상된 시장 기회를 볼 수 있을 것으로 기대한다.
미국 정부의 중국에 대한 규제가 증가하면서 많은 기업들에 어려움이 발생하고 있지만 플렉스, 자빌, 시에나, 아리스타 네트웍스 및 시스코 시스템즈는 이러한 변화를 헤쳐나가고 진화하는 지정학적 환경에서 잠재적으로 이익을 얻을 수 있는 좋은 위치에 있다.
투자자들이 이러한 제재의 의미를 모니터링함에 따라 이러한 기술주는 복잡한 규제 환경에서 유망한 기회로 부각된다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39821315/ai-earthquake-semiconductors-suffer-worst-selloff-in-years-on-stricter-us-chip-expo">AI 지진: 반도체는 미국 칩의 중국 수출이 엄격해지면서 수년 만에 최악의 판매 손실 기록</a></li>
</ul>
사진: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)는 뉴 스트리트 리서치(New Street Research)로부터 주식 투자 평가에서 보기 드문 하향 조정을 받았으며 이 분석가는 주식이 <a href="https://www.benzinga.com/news/24/06/39412234/nvidias-rise-resembles-dot-com-boom-era-but-former-cisco-ceo-says-things-are-different-this-time">과대평가된 것에 대한 우려</a>를 언급했다.
무슨 일이 (What Happened): 뉴 스트리트 리서치의 분석가인 피에르 페라구(Pierre Ferragu)는 엔비디아의 주식을 매수에서 중립으로 하향 조정했으며, 올해 현재까지 161%라는 놀라운 급등 이후 주가가 &#8220;완전하게 가치 평가되고 있다&#8221;고 언급했다. 이 주식은 이전에 2023년에 거의 240%의 상승률을 보였다.
페라구는 아직 확실하지 않은 강세 상황에서만 실현될 것이라고 말하면서 추가 상승 여력에 대해 의구심을 표명했다. 그는 또한 현재 전망이 변하지 않을 경우 등급 하락이 발생할 수 있는 잠재적인 위험에 대해서도 경고했다.
<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends</a> 뉴스레터를 구독하여 최신 기술 개발 정보를 받아보세요.
AI 열기에도 불구하고 페라구는 엔비디아의 AI 지향 그래픽 처리 장치(GPU)에 대한 수요가 정상화되고 있다고 지적한다.
페라구는 CNBC와의 인터뷰에서 &#8220;엔비디아 고객의 의견을 들어보면 수요가 기대와 완전히 일치한다는 것을 알 수 있다&#8221;고 말했다.
다음 읽기: <a href="https://kr.benzinga.com/news/%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5-%ea%b8%b0%eb%b0%98-%eb%9e%a0%eb%a6%ac-%ec%9d%b4%ed%9b%84-2024%eb%85%84-%ed%95%98%eb%b0%98%ea%b8%b0-%ea%b8%b0%ec%88%a0%ec%a3%bc-%ea%b0%95%ec%84%b8-%ec%86%8d/" target="_blank" rel="noopener">테크 강세, 2024년 상반기 AI 투자 통해 선정한 종목 공개</a>
이번 다운그레이드에도 불구하고 엔비디아는 올해 S&amp;P 500 구성 요소 중 두 번째로 좋은 성적을 거두며 AI 투자자들이 선호하는 또 다른 슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)에 이어 <a href="https://www.benzinga.com/24/07/39640232/jim-cramer-shuns-this-stock-but-it-has-left-nvidia-super-micro-biting-the-dust-on-one-year-returns" target="_blank" rel="noopener" data-google-interstitial="false">두 번째로 높은 성과</a>를 거두었다. 이 회사의 시가총액은 거의 1조 9천억 달러 증가하여 잠시 세계 최대 기업이 되었다.
중요성 (Why It Matters): 최근 미국 주식 시장의 급등은 주로 인공 지능의 가능성에 힘입어 1990년대 후반의 닷컴 버블과 비교되었다.
이로 인해 <a href="https://www.benzinga.com/markets/equities/24/07/39589689/ai-boom-spurs-nvidia-led-us-stock-market-rally-experts-draw-parallels-with-dotcom-bubble-no-one-" target="_blank" rel="noopener" data-google-interstitial="false">또 다른 과대평가 시나리오</a>에 대한 우려가 제기되었다. 현재 시장은 엔비디아를 비롯한 소수의 거대 기술 기업들이 지배하고 있기 때문입니다.
이번 등급 하향에도 불구하고 뉴 스트리트 리서치는 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 타이완 반도체 제조(TSMC)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSMC#NYSE">TSMC</a>)에 대해 긍정적인 평가를 내며 성장 추세와 가치 평가를 인용했다.
AMD와 TSMC는 &#8220;이 그룹 내에서 소유할 수 있는 최고의 이름들로, 기본 시나리오와 높은 시나리오 모두에서 강력한 상승 여력을 제공한다&#8221;라고 뉴 스트리트가 메모에서 말했다. AI 노출이 있는 다른 주식들 중에서 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), 아리스타 네트웍스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) 및 마이크론 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)는 모두 &#8220;매력적인 가치를 유지하고 있다&#8221;라고 덧붙였다.
엔비디아의 CEO인 젠슨 황은 2024년에 161% 급등하는 가운데 <a href="https://www.benzinga.com/markets/equities/24/07/39611550/nvidia-ceo-jensen-huang-sells-over-29m-worth-of-shares-as-companys-stock-shoots-up-155-in-2024-a" target="_blank" rel="noopener" data-google-interstitial="false">2,900만 달러 상당의 회사 주식을 매각</a>했다.
이러한 상승으로 인해 엔비디아의 시장 가치는 3조 달러를 초과하여 기술 산업에서 회사의 지배적인 위치를 강조했다.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter">
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
&#8220;For the first time, we think Nvidia might not exceed expectations,&#8221; says Newstreet Research&#8217;s <a href="https://twitter.com/p_ferragu?ref_src=twsrc%5Etfw">@p_ferragu</a> on his decision to downgrade Nvidia to neutral. &#8220;When you listen to clients of Nvidia, we see demand is completely in line with expectations.&#8221; <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> <a href="https://t.co/r7NqJ4rW5a">pic.twitter.com/r7NqJ4rW5a</a>
— Last Call (@LastCallCNBC) <a href="https://twitter.com/LastCallCNBC/status/1809369947484594317?ref_src=twsrc%5Etfw">July 5, 2024</a></blockquote>
</div>
</figure>
Consumer Tech에 대한 Benzinga의 더 많은 커버리지를 <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">이 링크를 통해 확인하세요.</a>
다음 읽기:
<a href="https://kr.benzinga.com/news/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ec%9d%98-%ea%b3%b5%ea%b8%89%ec%97%85%ec%b2%b4%ec%9d%b8-sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4%eb%8a%94-90%ec%9d%98-%ec%a3%bc%ea%b0%80-%ea%b8%89%eb%93%b1-%ec%9d%b4/" target="_blank" rel="noopener">엔비디아의 제품 공급업체 SK하이닉스, 90% 상승에도 AI 수요로 인해 추가적인 설비 투자 예정, 골드만삭스와 씨티</a>
면책 조항: 이 콘텐츠는 AI 도구의 도움을 받아 일부 제작되었으며 Benzinga 편집자가 검토 및 게시했습니다.
사진 제공: 셔터스톡
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엔비디아는 수요가 '기대에 맞춰' 정상화되고 있다는 우려로 드물게 하향 조정됨

이들 대형주들은 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)의 주가는 회사가 회계연도 2분기에 긍정적인 <a href="https://www.benzinga.com//node/39318464" target="_blank" rel="noreferrer noopener">실적</a>을 발표한 후 23.07% 상승했다. 많은 분석가들이 주식에 대한 가격 예측을 <a href="https://www.benzinga.com/quote/avgo/analyst-ratings" target="_blank" rel="noreferrer noopener">상향 조정</a>했다.</li>
<li>Arm 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) 의 주가는 기업이 <a href="https://www.benzinga.com//node/39324969" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2024년 6월 24일부터</a> 나스닥 100 지수에 합류한다는 보도 속에 17.14% 상승했다.</li>
<li>케이시스 제너럴 스토어스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>)의 주식은 회사가 예상보다 좋은 4분기 재무 실적을 보고하고 <a href="https://www.benzinga.com//node/39289435" target="_blank" rel="noreferrer noopener">분기 배당</a>금을 늘린 후 13.99% 상승했다. 많은 분석가들이 주식에 대한 <a href="https://www.benzinga.com//node/39310541" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">가격 예측</a>을 높였다.</li>
<li>코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)의 주가는 지난주 13.69% 상승했다. 수요일 예상보다 낮은 CPI 수치로 상승세를 보인 가운데 AI 낙관론이 반도체 부문을 계속 부양한 후 지난주 반도체 주식 주가가 상승했다.</li>
<li>스카이웍스 솔루션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>)의 주식은 반도체 산업에 대한 낙관론을 토대로 12.97% 상승했다.</li>
<li>질로우 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/Z#NASDAQ">Z</a>)의 주가는 <a href="https://www.benzinga.com//node/39297081" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">한 회사 이사</a>가 2,338,036 주를 매입한 데 따라 12.68% 상승했다.</li>
<li>아리스타 네트웍스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)의 주식은 12.24% 상승했다.</li>
<li>렌토킬 이니셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTO#NYSE">RTO</a>)의 주가는 트리안(Trian)이 이 회사의 <a href="https://www.benzinga.com//node/39297298" target="_blank" rel="noreferrer noopener">지분을 축적했다</a>는 보도가 나오며 지난 주 10.09% 상승했다.</li>
<li>오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)의 주가는 회사의 분기 실적에 힘입어 9.97% 상승했다. 이 회사는 또한 구글(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)과 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 그리고 오픈AI와의 파트너십을 <a href="https://www.benzinga.com//node/39290117">발표</a>했다. 몇몇 분석가는 주식에 대한 가격 <a href="https://www.benzinga.com//node/39290117" target="_blank" rel="noreferrer noopener">예측</a>을 높였다</li>
<li>애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)의 주식은 연례 WWDC 행사 이후 7.74% 상승했으며, 이 기간 동안 회사는 몇 가지 새로운 AI 소프트웨어 기능을 공개했다.</li>
</ol>
다른 기사 읽어보기: <a href="https://kr.benzinga.com/news/%ec%85%80%ec%8b%9c%ec%9a%b0%ec%8a%a4%ec%99%80-%ed%8e%98%ec%9d%b4%ed%8c%94%ec%9d%b4-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-10%ea%b0%9c/" target="_blank" rel="noopener">지난주 10대 대형주 가운데 가장 많이 떨어진 종목 (6월 9일 &#8211; 6월 15일)</a>
사진 제공: 셔터스톡

CASY

QRVO

SWKS

애플과 브로드컴은 지난주 최고의 성과를 보인 10개의 대형주 중 일부 (6월 9일-6월 15일)

기술주가 <a href="https://www.benzinga.com/tech" target="_blank" rel="noopener" data-google-interstitial="false">시장 상승세를 주도함</a>에 따라 나스닥 100 지수는 목요일에 4일 연속 올랐다. 이 지수는 0.6% 오른 19,576포인트로 마감하며 사상 최고치를 경신했다.
S&amp;P 500 지수도 4일 연속 올랐다. 목요일 이 지수는 0.2% 상승해 사상 최고치인 5,433포인트를 기록했다. <a href="https://www.benzinga.com/markets/equities/24/06/39310762/producer-inflation-rise-less-than-expected-jobless-claims-soar-thursdays-economic-digest" target="_blank" rel="noopener" data-google-interstitial="false">실망스러운 실업 수당 청구 데이터</a>로 인한 오전 하락세에서 반등했다.
오후에는 재닛 옐런 미국 재무장관이 디스인플레이션의 지속적인 진전에 대해 낙관론을 표명한 후 트레이더들이 위험 자산에 대한 신뢰를 회복했다. 옐런은 노동시장 압박 완화를 언급하면서도 고용시장은 여전히 ​​강세를 유지하고 있다고 강조했다.
시장은 9월 금리 인하 가능성이 70%에 가까울 것으로 예상하고 있으며, 현재 연말까지 50bp(베이시스포인트) 이상의 인하를 책정하고 있다. 이는 두번의 금리 인하에 해당한다.
S&amp;P 500의 11개 부문 중 목요일 실적에서는 기술 부문이 1% 상승했고 그 뒤를 이어 부동산 부문이 0.5% 상승했다. 두 가지 모두 금리 인하에 대한 기대가 높아지면서 뒷받침되었다.
에너지 부문은 0.9% 감소해 가장 큰 부진을 겪었고, 통신 서비스 부문이 0.7% 감소해 그 뒤를 이었다.
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th>섹터</th>
<th>1일 변동률</th>
</tr>
</thead>
<tbody>
<tr>
<td>기술을 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)</td>
<td>1.02%</td>
</tr>
<tr>
<td>부동산을 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>)</td>
<td>0.52%</td>
</tr>
<tr>
<td>유틸리티를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</td>
<td>0.19%</td>
</tr>
<tr>
<td>소비자 선택 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)</td>
<td>0.13%</td>
</tr>
<tr>
<td>기본소비재를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)</td>
<td>0.12%</td>
</tr>
<tr>
<td>소재를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>)</td>
<td>-0.03%</td>
</tr>
<tr>
<td>헬스케어를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>)</td>
<td>-0.04%</td>
</tr>
<tr>
<td>파이낸셜 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>)</td>
<td>-0.10%</td>
</tr>
<tr>
<td>산업을 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>)</td>
<td>-0.64%</td>
</tr>
<tr>
<td>통신 서비스를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>)</td>
<td>-0.73%</td>
</tr>
<tr>
<td>에너지를 선택하는 섹터 SPDR 펀드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>)</td>
<td>-0.93%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">나스닥 100의 상승종 5</h3>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>최신</td>
<td>변동률 %</td>
</tr>
<tr>
<td>브로드컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>1,679.29</td>
<td>12.29%</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>129.37</td>
<td>3.33%</td>
</tr>
<tr>
<td>테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>182.33</td>
<td>2.84%</td>
</tr>
<tr>
<td>엑셀론 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXC#NASDAQ">EXC</a>)</td>
<td>35.40</td>
<td>1.86%</td>
</tr>
<tr>
<td>마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>143.08</td>
<td>1.66%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">나스닥 100 하락종 상위 5</h3>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>최신</td>
<td>변동률 %</td>
</tr>
<tr>
<td>워너 브라더스 디스커버리 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)</td>
<td>7.31</td>
<td>-6.40%</td>
</tr>
<tr>
<td>몽고DB, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>)</td>
<td>218.14</td>
<td>-4.85%</td>
</tr>
<tr>
<td>아틀라시안 코퍼레이션 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>)</td>
<td>156.04</td>
<td>-4.17%</td>
</tr>
<tr>
<td>Z스케일러 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>)</td>
<td>181.00</td>
<td>-4.15%</td>
</tr>
<tr>
<td>시리우스 XM 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIRI#NASDAQ">SIRI</a>)</td>
<td>2.53</td>
<td>-3.93%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">S&amp;P 500 상승종 상위 5</h3>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>최신</td>
<td>변동률 %</td>
</tr>
<tr>
<td>수퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)</td>
<td>871.16</td>
<td>12.45%</td>
</tr>
<tr>
<td>브로드컴</td>
<td>1,678.90</td>
<td>12.26%</td>
</tr>
<tr>
<td>아리스타 네트웍스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NASDAQ">ANET</a>)</td>
<td>331.67</td>
<td>6.53%</td>
</tr>
<tr>
<td>인사이트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>)</td>
<td>62.68</td>
<td>4.57%</td>
</tr>
<tr>
<td>코보 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)</td>
<td>113.36</td>
<td>4.27%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">S&amp;P 500 하락종 상위 5</h3>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>최신</td>
<td>변동률 %</td>
</tr>
<tr>
<td>파라마운트 글로벌 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)</td>
<td>10.35</td>
<td>-6.92%</td>
</tr>
<tr>
<td>워너 브라더스 디스커버리</td>
<td>7.31</td>
<td>-6.40%</td>
</tr>
<tr>
<td>엣시 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>)</td>
<td>60.15</td>
<td>-4.93%</td>
</tr>
<tr>
<td>제네락 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>)</td>
<td>136.17</td>
<td>-4.58%</td>
</tr>
<tr>
<td>앨버말 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>)</td>
<td>108.23</td>
<td>-3.92%</td>
</tr>
</tbody>
</table>
</figure>
지금 읽기: <a href="https://www.benzinga.com/etfs/specialty-etfs/24/06/39317123/goldman-sachs-reaffirms-september-rate-cut-forecast-downplays-feds-hawkish-surprise">골드만삭스, 9월 금리인하 전망 재확인, 연준의 &#8216;매파적 서프라이즈&#8217; 경시</a>
이미지: 셔터스톡

Government

Macro Notification

Mid Cap

Broad U.S. Equity ETFs

Small Cap

ETSY

GNRC

나스닥 100, S&P 500은 기술주가 우위를 되찾으며 사상 최고치로 마감: 상승주와 하락주

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