May. 19 at 12:59 PM
$NOW $ANET
$NOWL $ANEL
For ANET
Morgan Stanley recently raised its target to
$180.
Analysts are getting more bullish because AI networking demand keeps accelerating.
Arista also raised its 2026 AI networking revenue expectations significantly.
Many investors see ANET as one of the “picks and shovels” of the AI boom alongside Nvidia.
For NOW:
Sentiment has improved again after fears AI would hurt enterprise software. Analysts now think AI could actually make ServiceNow more important.
Bernstein lifted its target to
$236 recently.
The company is pushing aggressively into AI automation and “agentic AI” workflows.
Overall VIEW
ANET probably has the cleaner momentum story right now because AI infrastructure spending is exploding.
NOW may have the larger upside percentage.
ANET reaching the
$190–
$220 area is very possible.
NOW getting back to 180–
$240 is realistic.