Why Piper Sandler Sees 2026 as an “Year of Refresh” for 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
Neutral Piper while raising its price target to $159.00 from $145.00. The firm said that it sees increased visibility for Arista, deeming 2026 as the “Year of Refresh” for the stock. “With 2026 being the ‘Year of Refresh' with increasing enterprise mentions and investments, the exposure to hyperscalers / AI-Titans, and a conservative setup at a reasonable valuation, we are upgrading ANET to OW and increasing our PT to $159.” The firm noted that visibility behind Arista's business model has been improving from multiple angles, which includes inventory and purchase commitments coverage ratio. While concerns such as share shifts toward whitebox solutions and NVIDIA, worries related to capital expenditure cycle and a possible AI bubble do exist, Arista "appears to be holding its ground with its key customers.” The company has been benefiting from large enterprise accounts across datacenter and campus, and is also benefiting from lagged capex trends as it “typically sees capex on a
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ANET
News
- Piper Sandler and Morgan Stanley Stay Positive on Arista Networks (ANET) [Yahoo! Finance]Yahoo! Finance
- An Insider At Arista Networks Lowered Their Holding Recently [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