智通财经APP获悉，摩根士丹利表示，Arista Networks(ANET.US)在2025年下半年将拥有“极具吸引力的布局”。该行予Arista Networks“增持”评级，目标价为100美元。
分析师Meta Marshall在一份客户报告中表示：“我们认为，以太网的人工智能网络机会正在增长(2024年至2028年增长30%以上)，而Arista Networks处于有利地位，能够抓住这一增长机会。”“尽管投资者，尤其是对冲基金，一直担心后端或培训网络的份额状况，但我们认为，这种担忧忽略了一点，即即使该公司只获得前端市场份额的一半，该公司仍将能够达到或略高于华尔街的预期。”分析师补充称：“我们倾向于认为，下半年更强劲的表现将使该公司股价更接近乐观情境，因此我们继续维持增持评级。”
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