Arista(US:ANET) Yahoo Financeยท2025-09-20 22:36Core Insights - Arista Networks Inc (NYSE:ANET) is being closely monitored by analysts as a significant player in the AI sector, with Needham raising its price target to $160.00 from $155.00 while maintaining a Buy rating following the Analyst Day presentation [1] - The management highlighted new Cloud/AI capabilities aimed at competing with both White Box and Nvidia, along with investments in Enterprise Campus to challenge Cisco [1] - Needham expressed optimism regarding recent senior management hires, which are expected to enhance Arista's market position [2] - Arista is confirmed as a major new supplier to AI company Anthropic in 2025, with substantial revenue contributions anticipated in 2026 [2] - Arista Networks develops, markets, and sells cloud networking solutions [2]