On May 26, Arista Networks rose 3.14% in regular trading, trading at $159.065/share, with trading volume of $728 million, extending its recent rebound momentum.

The rally was driven by Evercore maintaining Arista Networks on its Top Picks list with an Outperform rating, reiterating a $200 target price and issuing a $300 bull-case target price. The core thesis centers on surging high-speed interconnect demand fueled by the AI data center construction boom. Evercore highlighted Arista's unique positioning to deliver scalable, unified Ethernet fabric across Scale-Up, Scale-Out, and Scale-Across architectures, with its EOS software stack providing critical differentiation in complex AI infrastructure environments.

Additionally, the company's previously reported Q1 earnings beat expectations on both revenue and EPS, with AI business revenue targets raised substantially to $3.5 billion, implying a potential doubling of AI sales. Products such as the XPO high-density liquid-cooled pluggable optics and the 7800 AI spine architecture position Arista favorably as AI clusters scale from tens of thousands to hundreds of thousands of accelerators.

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