Piper Sandler and Morgan Stanley Stay Positive on Arista Networks (ANET) [Yahoo! Finance]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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Source: Yahoo! Finance
on Arista Networks, Inc. (NYSE:ANET) from Neutral to Overweight and lifted its price target from $145 to $159. The firm expects 2026 to be a “year of refresh” with increasing mentions of enterprise spending, supported by the company's exposure to hyperscalers and AI giants. Piper Sandler pointed out that visibility into Arista Networks, Inc.'s (NYSE:ANET) business is improving from different angles. This includes coverage from inventory and purchase commitments. According to the research firm, the company is “holding its ground with its key customers, gaining with large enterprise accounts across datacenter and campus, and typically sees capex on a delayed basis relative to others in the datacenter.” Previously, on December 17, Morgan Stanley reduced its price target on Arista Networks, Inc. (NYSE:ANET) from $171 to $159 while keeping an Overweight rating. The firm noted that AI trade expanded from semiconductor stocks in 2025 and benefited infrastructure companies, especially in
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News
- An Insider At Arista Networks Lowered Their Holding Recently [Yahoo! Finance]Yahoo! Finance
- Why Piper Sandler Sees 2026 as an “Year of Refresh” for Arista Networks (ANET) [Yahoo! Finance]Yahoo! Finance
- Here's What Makes Arista Networks (ANET) an Investment Bet? [Yahoo! Finance]Yahoo! Finance
- Will Piper Sandler's AI-Focused Upgrade Change Arista Networks' (ANET) Cloud Infrastructure Narrative? [Yahoo! Finance]Yahoo! Finance
- Arista Networks (ANET) Outpaces Stock Market Gains: What You Should Know [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- 12/19/25 - Form 4
- ANET's page on the SEC website