US Stock Movement | Arista Networks falls over 7%, up 72% since May

On Friday, Arista Networks fell over 7%, having accumulated a 72% increase since May, currently priced at $141.93. In terms of news, despite the strong rise in stock price, some analysts pointed out that Arista's valuation is already well above historical averages, with risks of a slowdown in growth by 2027. The current market risk/return outlook is leaning downward, making cautious decision-making particularly important for investors. Wall Street remains optimistic about Arista's profit margins over the next two years, especially as Broadcom's outlook indicates that capital expenditure growth may accelerate starting in 2026, providing a buffer for Arista during the slowdown phase. However, the potential slowdown in growth by 2027 still needs to be factored into assessments