Jan. 5 at 6:15 PM
$ANET
Piper Sandler upgraded Arista Networks (ANET) to Overweight from Neutral with a price target of
$159, up from
$145. With 2026 positioned as a "Year of Refresh," rising enterprise investment, hyperscaler and AI exposure, and a conservative setup at a reasonable valuation are improving model visibility, the analyst tells investors in a research note. Despite concerns around share shifts to whitebox and Nvidia (NVDA) and the broader capex/AI cycle, Arista appears to be holding share, gaining large enterprise customers, and benefiting from typically lagged capex trends, the firm says.
View the latest Price Targets & Analyst Commentary for the list of Analyst Firms below
Morgan Stanley
Evercore ISI
Wolfe Research
Barclays
KeyBanc
JPMorgan
Melius Research
Needham
UBS
Citi
Piper Sandler
Rosenblatt
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https://www.investingyoung.ca/post/arista-network-analyst-ratings-price-targets-and-commentary-from-wall-street