Arista Networks: Neutral Rating Maintained, PT Raised to $125 from $106

Arista Networks: Neutral Rating Maintained, PT Raised to $125 from $106

Arista Networks (NYSE: ANET) has seen its price target raised to $125 from $106, according to BNP Paribas Exane [1]. The financial institution maintained a neutral rating on the technology company's stock. This update comes amidst a wave of positive analyst reports, with several firms increasing their price targets and ratings.

Piper Sandler, one of the firms that raised its price target on Arista Networks, increased its target to $143.00 from $89.00 [1]. Evercore ISI set a $150.00 price objective and gave the company an "outperform" rating [1]. Needham & Company LLC boosted its target price to $155.00 and gave the company a "buy" rating [1]. Additionally, JPMorgan raised its price target to $150.00 from $130.00, citing strong financial performance and increased revenue growth guidance [2].

The company's latest earnings report showed strong performance, with earnings per share (EPS) of $0.73, beating analysts' estimates by $0.08 [1]. Arista Networks also reported a net margin of 40.72% and a return on equity of 30.48% [1]. The company's revenue for the quarter was $2.20 billion, up 30.4% year-over-year [1].

Arista Networks has also initiated a stock buyback program, authorizing the repurchase of $1.50 billion in outstanding shares [1]. This move is seen as a sign that the company's board believes its stock is undervalued. The company's insiders have also been active in the stock market, with several directors selling shares in recent transactions [1].

The stock has seen significant trading activity, with shares trading up $20.05 during trading hours on Wednesday, hitting $138.17 [1]. The company's market capitalization stands at $173.53 billion, with a price-to-earnings ratio of 58.48 [1]. Despite the positive analyst reports, the stock has an average rating of "Moderate Buy" and a consensus target price of $130.36 [1].

Arista Networks' strong financial performance and increased revenue growth guidance have led to a positive outlook from analysts. The company's continued growth in the AI infrastructure market, driven by large GPU cluster deployments and broader adoption among Tier 2 AI customers, is expected to contribute to its revenue growth [2]. The company's upcoming analyst day on September 11 will provide more detailed insights into its growth outlook.

References:

[1] https://www.marketbeat.com/instant-alerts/arista-networks-nyseanet-price-target-raised-to-14300-at-piper-sandler-2025-08-06/
[2] https://www.investing.com/news/analyst-ratings/arista-networks-stock-price-target-raised-by-jpmorgan-to-150-on-ai-growth-93CH-4172846