Arista Networks (ANET) Eyes AI, Data-Center Expansion as Rosenblatt Stays Neutral

Group 1 - Arista Networks Inc. is targeting a 20% growth for the next fiscal year, driven by artificial intelligence and data-center expansion, projecting $2.75 billion in AI-related revenue [2] - The company plans to acquire 25 to 40 new AI clients, including enterprises and sovereign entities, supported by an 87% increase in deferred revenue in Q3 due to AI data-center projects [3] - Analysts are optimistic about Arista's growth, with Citi forecasting a 28% sales growth in fiscal 2026 and reiterating a "Buy" rating, while Barclays raised its target price to $183, citing long-term benefits from AI and cloud computing [3] Group 2 - The Extensible Operating System platform enables Arista Networks to provide data-driven cloud, AI, and data-center networking solutions to global enterprises, service providers, and government clients [3] - UBS analyst David Vogt highlighted a robust outlook for Arista Networks, reiterating a "Buy" rating and setting a price target of $155 [3] - Despite the positive outlook for Arista, there are suggestions that other AI stocks may offer greater upside potential with less downside risk [3]