This is What Analysts Think About Arista Networks (ANET)

Core Insights - Arista Networks, Inc. (NYSE:ANET) is recognized as a strong long-term growth stock by hedge funds, with recent upgrades in ratings and price targets from multiple firms [1][3][4] - The company is positioned for growth in 2026, driven by increased exposure to hyperscalers and AI, alongside enterprise investments [2] Rating Updates - Piper Sandler upgraded Arista Networks from Neutral to Overweight on January 5, raising the price target from $145 to $159 [1] - Melius Research maintained a Buy rating on the stock with a price target of $200 [3] - Morgan Stanley reduced its price target from $171 to $159 while reaffirming an Overweight rating [4] Market Position and Strategy - Arista Networks is expected to benefit from lagged capital expenditure trends and is gaining large enterprise customers despite concerns over competition from whitebox solutions and Nvidia [2] - The company develops and sells cloud networking solutions, including EOS and various switching and routing platforms [4]