ANET

bullish · high conviction track record →

Rosenblatt upgrades ANET to Buy, targets $180

Watch: Monitor next earnings call for confirmation of growth above raised targets and update on hyperscaler capex trends, key for validating bullish estimates.

Full analysis

Rosenblatt raised Arista Networks from Neutral to Buy and bumped the price target to $180 from $165 on April 7, backed by expected revenue growth near 40% in 2026 and 2027, well above consensus of 27% and 22%. Strong demand for scale-out Ethernet and gains in Switching & Routing support this growth, alongside solid market share at Microsoft, Meta, and Google. Despite over $630M of insider selling, institutional holders like D.E. Shaw and Citadel remain engaged.

Faster-than-consensus revenue growth and increased guidance highlight Arista's strengthening role in hyperscaler infrastructure, signaling potential for sustained outperformance and market share gains in cloud networking.

Compare

vs NVDA vs AMD vs AAPL vs TSLA vs MSFT vs META vs GOOGL vs AMZN vs TSM vs ASML

Evidence

13h ago Broadcom Inc. stock (US11135F1012): Is AI chip dominance strong enough to unlock sustained upside? - AD HOC NEWS google-news-semiconductor
1d ago Goldman Sachs Upgrades Netflix (NFLX) Stock to Buy from Neutral yahoo-finance
1d ago Insider sell by ULLAL JAYSHREE (ANET): $26,953,512
1d ago Insider sell by ULLAL JAYSHREE (ANET): $48,395,902
1d ago Insider sell by ULLAL JAYSHREE (ANET): $243,176,281
1d ago Insider sell by ULLAL JAYSHREE (ANET): $109,841,571
1d ago Insider sell by ULLAL JAYSHREE (ANET): $35,290,438
1d ago Insider sell by ULLAL JAYSHREE (ANET): $70,061,858
7 older signals
1d ago Insider sell by ULLAL JAYSHREE (ANET): $60,949,419
1d ago Insider sell by ULLAL JAYSHREE (ANET): $86,236,431
1d ago Insider sell by ULLAL JAYSHREE (ANET): $12,017,580
1d ago Insider sell by DUDA KENNETH (ANET): $18,497,049
1d ago Insider sell by DUDA KENNETH (ANET): $18,955,756
1d ago Insider sell by DUDA KENNETH (ANET): $17,326,175
1d ago Insider sell by ULLAL JAYSHREE (ANET): $28,767,449
15 signals · latest 13h ago

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