"Susquehanna's Positive rating reflects confidence in Arista's ability to capture growing demand for high-performance Ethernet networking as hyperscale cloud providers and enterprises scale AI workloads."
"Arista delivered full-year 2025 revenue of $9.006 billion, up 29% year over year, with non-GAAP EPS of $2.98 beating the consensus estimate of $2.88."
"Despite a 6% year-to-date decline, Arista stock trades at a trailing P/E of 45x and forward P/E of 44x, reflecting its consistent beat-and-raise cadence."
Susquehanna initiated coverage of Arista Networks with a Positive rating and a $160 price target, noting its strong position in AI-driven data center buildouts. The stock trades at $126.68, below its 52-week high. Arista's revenue for 2025 reached $9.006 billion, a 29% increase year over year. The company is expected to generate approximately $2.60 billion in Q1 2026. Despite a 6% year-to-date decline, analysts maintain a positive outlook, with a consensus target of $177.74.
Read at 24/7 Wall St.
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