Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier,
but they have weighed on the returns lately as the industry has pulled back by 7.4% over the past six months. This drawdown was disappointing since the S&P 500 held its ground.
The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing.
However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.
CEO of Arista Networks, Todd Nightingale, will take over as President and COO in July 2025. Analyst maintains Overweight rating and praises his experience.
Analysts at Deutsche Bank expect the Incremental growth in higher-margin revenues and the breadth of its supply chain to help "deftly navigate" incremental tariffs and reinvest in growth.
Growth is oxygen.
But when it evaporates, the consequences can be extreme - ask anyone who bought Cisco in the Dot-Com Bubble (Nvidia?) or newer investors who lived through the 2020 to 2022 COVID cycle.
