"Rosenblatt's upgrade reflects growing conviction in Arista Networks' positioning at the center of AI networking infrastructure, with a Buy rating and a $180 price target."
"Arista Networks posted full-year 2025 revenue of $9.006 billion, a 28.6% year-over-year increase, and crossed $1 billion in quarterly net income for the first time in Q4 2025."
"CEO Jayshree Ullal framed 2025's results confidently: 'We exceeded both our AI networking and campus expansion goals, delivering profitable growth and revenue of $9 billion.'"
Rosenblatt upgraded Arista Networks to Buy, setting a $180 price target, as shares rose 2.5% to $129. The upgrade follows strong performance, with 2025 revenue reaching $9.006 billion, a 28.6% increase year-over-year, and over $1 billion in quarterly net income for the first time. Analysts show a consensus with an average price target of $176.46. Other firms like Truist and Susquehanna also express optimism, projecting significant revenue growth driven by AI networking solutions for major cloud customers.
Read at 24/7 Wall St.
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