Arista Networks (ANET) Eyes AI, Data-Center Expansion as Rosenblatt Stays Neutral [Yahoo! Finance]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
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Source: Yahoo! Finance
On December 7, 2025, Rosenblatt Securities' Michael Genovese reiterated a “Hold” rating on Arista Networks Inc. (NYSE:ANET) with a $140 price target. In the lead-up to this update, Arista Networks Inc (NYSE:ANET) has presented a strong growth narrative, driven by artificial intelligence and data-center expansion. Reaffirming its strong market position at Wells Fargo's 9 th Annual TMT Summit on November 18, the company outlined an ambitious 20% growth target for the next fiscal year. This reflects the company's accelerating AI momentum, with Arista projecting $2.75 billion in AI-related revenue next year. Furthermore, Arista Networks Inc. (NYSE:ANET) plans to acquire 25 to 40 new AI clients, including enterprises and sovereign entities. This comes on the back of surging demand, with the company's deferred revenue jumping 87% in Q3, thanks to AI data-center projects. This growth narrative for Arista Networks Inc. (NYSE:ANET) is well supported by analysts, with Citi emphasizing expe
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News
- Evercore Reiterates Outperform on Arista Networks (ANET), Removes Stock From Tactical List [Yahoo! Finance]Yahoo! Finance
- Arista Networks, Inc. (ANET) Arista Networks Inc Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
- What Arista Networks (ANET)'s Expanded AI-Driven Campus and Industrial Networking Push Means For Shareholders [Yahoo! Finance]Yahoo! Finance
- Arista Introduces Massive Scale Campus MobilityBusiness Wire
- November Updates for NetZoom Visio Stencils Library of Data Center, Networking and AV DevicesPR Web
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 12/5/25 - Form 4
- 12/3/25 - Form 4
- 11/28/25 - Form 4
- ANET's page on the SEC website