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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,473 signal articles · 139 in last 24h · 154,280 total before filter · latest 1h ago
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Has Arista Networks Stock Quietly Become A Different Bet?
Trefis2d agoneutral
Has Arista Networks Stock Quietly Become A Different Bet?

Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.

Bloom Energy Just Ripped 38% in a Month: Take Profits, or Buy More?
24/7 Wall St.2d agobullish
Bloom Energy Just Ripped 38% in a Month: Take Profits, or Buy More?

Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]