10月6日，Arista Networks盘中上涨3.26%，报213.65美元/股，成交额5.88亿美元。消息面上，近期华尔街多家投行密集上调其目标价，其中Bernstein将目标价上调至250美元并给予跑赢大盘评级，BMO、摩根士丹利、UBS等亦在8月财报后相继调高目标价，市场对其AI网络需求及全年收入前景持乐观态度。
值得关注的是，标普道琼斯指数此前宣布Arista Networks将于9月21日正式纳入标普100指数，指数型资金被动配置需求对股价形成正向支撑。尽管8月初以来公司CEO及董事出现一系列10b5-1计划下的减持动作，但公司基本面驱动因素仍占主导。通信设备板块当日整体表现活跃，Ciena科技涨9.87%，Applied Optoelectronics涨6.12%，诺基亚涨5.15%，板块共振效应亦对个股情绪产生推动。
Arista Networks, Inc.于2004年10月在特拉华州注册成立，该公司在数据驱动、客户端到云端的大型数据中心、园区和路由环境联网方面处于行业领先地位，其平台通过先进的网络操作堆栈提供可用性、敏捷性、自动化、分析和安全性。
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