#networking
Arista Networks (ANET) stock forecast: bear, base, bull to 2031
Deep research on ANET: bear/base/bull scenarios across 6mo, 1yr, 3yr, 5yr through 2031, ranging $68 to $350. 55x PE, 64% margins, 42% revenue concentration.
Cisco (CSCO) stock forecast: bear, base, bull to 2031
Cisco (CSCO) at 25x P/E: $9B AI order ramp, Silicon One G300, Splunk SIEM franchise, 15-year dividend streak. Bear $78, base $170, bull $240 by 2031. Rated Buy.
Broadcom stock (AVGO): is it a buy as the No. 2 AI-silicon play after the post-earnings selloff? The 6-month to 5-year scenarios
Is AVGO a buy? Deep research on Broadcom stock: custom XPU co-design, Ethernet networking, VMware, and bear/base/bull across 6 months, 1 year, 3 years, and 5 years.