Sep. 15 at 7:37 PM
$ANET Analyst Day last week.
Goldman Sachs analyst: "We are encouraged by ANET's above-consensus guidance for 20% revenue growth in 2026 and expectations to grow at a mid-teens% 2026-29 CAGR, particularly given both ANET's demonstrated history of raising its guidance over time, and its strengthened market position as a best-of-breed networking vendor, underpinned by its proprietary EOS which can offer customers greater network performance through simpler management, improved efficiency, and improved reliability." PT:
$175.