This is What Analysts Think About Arista Networks (ANET) [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
upgraded to Overweight from Neutral by Piper Sandler on January 5, with the firm lifting the price target on the stock to $159 from $145. It told investors that 2026 is positioned as a “Year of Refresh”, with growing hyperscaler and AI exposure, enterprise investment, and a conservative setup at a reasonable valuation, all enhancing model visibility. The firm added that while concerns regarding share shifts to whitebox and Nvidia (NVDA) and the broader capex/AI cycle exist, Arista Networks, Inc. (NYSE:ANET) appears to be holding share, deriving benefit from typically lagged capex trends, and gaining large enterprise customers. Arista Networks, Inc. (NYSE:ANET) also received a rating update from Melius Research on January 5, with the firm maintaining a Buy rating on the stock with a $200 price target. In another development, Morgan Stanley cut the price target on Arista Networks, Inc. (NYSE:ANET) to $159 from $171 on December 17 and reaffirmed an Overweight rating on the stock. T
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ANET
News
- Is Arista Networks Winning AI Infra Race? [Forbes]Forbes
- Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026Business Wire
- ClearBridge Large Cap Growth Strategy Q4: Adds Arista Networks, exits Starbucks, shifts restaurant exposure to Chipotle [Seeking Alpha]Seeking Alpha
- Is It Time To Reassess Arista Networks (ANET) After Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- Piper Sandler and Morgan Stanley Stay Positive on Arista Networks (ANET) [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