After my deep dive, I decided to put my numbers where my mouth is, and predict Arista’s earnings on May 3.
These are basic stats based on previous earnings increases, so no real insight, using a net profit margin of 26% (TTM from Morningstar).
EPS (79m shares):
Anything above $474m/$1.54 would suggest (to me!) that the shares should be valued >= $300.
Here goes nothing!