8月5日，Arista Networks盘前上涨12.37%，报215.85美元/股，成交额47.51万美元。
消息面上，公司于盘后发布二季度财报，业绩全面超出市场预期。数据显示，二季度调整后每股收益1.02美元，超出市场预期的0.89美元14.6%；营收30.36亿美元，超出预期的28.18亿美元，同比增长约38%。公司同时给出强劲的三季度指引，预计营收约33亿美元，远高于分析师预期的29.4亿美元；调整后每股收益1.06至1.08美元，显著高于市场预期的0.91美元。
分析师普遍认为，Arista正成为基于以太网的AI网络架构转型的主要受益者，人工智能和高性能计算领域持续涌入的投资浪潮推动高速交换平台需求强劲，多家机构此前已上调目标价至200-210美元区间并维持买入评级。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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