Core Insights - Arista Networks, Inc. (NYSE:ANET) is currently viewed as a strong investment opportunity, with over 90% of analysts maintaining a bullish outlook and a consensus price target of $164.00, indicating a potential upside of approximately 33.50% [2] Analyst Ratings and Price Targets - KeyBanc Capital has included Arista Networks in its top investment ideas for 2026, assigning an 'Overweight' rating and a price target of $170.00, driven by the accelerating AI infrastructure build cycle that benefits networking companies [3] - Piper Sandler upgraded Arista Networks to 'Overweight' on January 4, 2026, increasing its price target from $145 to $159, highlighting 2026 as the "Year of Refresh" due to increased exposure to hyperscalers and AI-related investments [4] Company Focus and Product Development - Arista Networks is concentrating on developing cloud networking solutions, which include EOS software, Gigabit Ethernet switching, routing platforms, and network software services [5]