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Stock impact report

Street Remains Confident in Arista Networks (ANET) Amid AI Infrastructure Build Cycle Acceleration [Yahoo! Finance]

Arista Networks, Inc. (ANET) 
Last arista networks, inc. earnings: 2/13 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.arista.com/home/default.aspx
Company Research Source: Yahoo! Finance
As of January 12, 2026, Arista Networks, Inc. (NYSE:ANET) holds a bullish stance from over 90% of analysts. The consensus price target sits at $164.00, implying roughly 33.50% upside. On January 6, 2026, KeyBanc Capital disclosed its best investment ideas for 2026 in the Communications and IT Infrastructure sectors. While the list was topped by AT&T and Crown Castle, Arista Networks, Inc. (NYSE:ANET) was also cited with an ‘Overweight' rating and a $170.00 price target. The firm's stance came on the back of an accelerating AI infrastructure build cycle, which supports networking companies. Arista Networks, Inc. (NYSE:ANET) received renewed investor confidence on January 4, 2026, when Piper Sandler upgraded the stock to ‘Overweight' and raised its price target from $145 to $159. The firm identified 2026 as the “Year of Refresh,” citing increased exposure to hyperscalers, AI-related investments, and greater visibility into enterprise demand. Large enterprise accounts and lagged cap Show less Read more
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