Arista Networks (ANET) News Today

Arista Networks, Inc. (ANET) shares rose today, buoyed by a wave of bullish analyst actions, EPS upgrades and fresh interest as an AI play. Key developments include:

• Positive Sentiment: Morgan Stanley raised its price target for ANET to $140.00, signaling increased confidence in Arista’s growth trajectory. Arista Networks (NYSE:ANET) Price Target Raised to $140.00 at Morgan Stanley
• Positive Sentiment: Melius Research forecasted strong price appreciation for ANET, highlighting upside potential based on industry positioning. Melius Research Forecasts Strong Price Appreciation for Arista Networks (NYSE:ANET) Stock
• Positive Sentiment: William Blair analysts boosted Q4 2025 EPS estimates for Arista, underlining confidence in the company’s near-term profitability. Q4 EPS Estimates for Arista Networks Boosted by Analyst
• Positive Sentiment: Barclays issued a positive forecast for ANET’s stock price, projecting further gains based on robust demand trends. Barclays Issues Positive Forecast for Arista Networks (NYSE:ANET) Stock Price
• Positive Sentiment: Citigroup predicted strong price appreciation for ANET, citing expanding market share in high-performance networking. Citigroup Forecasts Strong Price Appreciation for Arista Networks (NYSE:ANET) Stock
• Positive Sentiment: Wolfe Research lifted its price target on Arista to $185.00, reflecting its bullish stance on the company’s long-term growth. Wolfe Research Raises Arista Networks (NYSE:ANET) Price Target to $185.00
• Positive Sentiment: An earlier ABN report raised Arista’s price target to $175.00, adding to the chorus of bullish analyst revisions. Arista Networks (NYSE:ANET) Price Target Raised to $175.00
• Positive Sentiment: MarketBeat named Arista among the top artificial intelligence stocks to add to your watchlist on September 14th. Artificial Intelligence Stocks To Add to Your Watchlist - September 14th
• Positive Sentiment: On September 13th, MarketBeat again highlighted ANET as a promising AI play to watch, underscoring investor interest in its AI networking solutions. Promising Artificial Intelligence Stocks To Watch Now - September 13th
• Neutral Sentiment: A Benzinga retrospective showed how much investors would have earned over the past decade holding ANET, spotlighting its long-term compounding performance. Here's How Much You Would Have Made Owning Arista Networks Stock In The Last 10 Years
• Neutral Sentiment: Rosenblatt Securities assigned Arista a Hold rating, suggesting a more cautious view amid mixed near-term drivers. Arista Networks (ANET) Receives a Hold from Rosenblatt Securities
• Neutral Sentiment: A Forbes piece questioned whether Arista could reach $300 per share given it doesn’t sell GPUs or develop AI models, keeping some investors cautious on AI‐driven upside. Arista Stock To $300?
• Negative Sentiment: Arista’s stock plunged 8.9% in a single session after its analyst day, as projections for 20% CAGR through fiscal 2026 raised concerns about execution risk. What's Next For Arista Networks Stock After 9% Plunge?
• Negative Sentiment: The stock dipped 6.3% following insider selling, triggering caution among some investors over potential signal of overvaluation. Arista Networks (NYSE:ANET) Stock Price Down 6.3% Following Insider Selling