Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'

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Feb 13

Here are the key analyst insights: Check out other analyst stock ratings. JPMorgan: Arista Networks reported revenue of $2,488 million, gross margins of 63.4% and earnings of 82 cents per share, ...

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Analysts have positive ratings, raised price targets.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"ANET":"Arista Networks, Inc."},"translate_title":"Arista Networks分析师因“人工智能投资周期的强大杠杆作用”而提高价格目标","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANET":1.5},"content_text":"Here are the key analyst insights:\nCheck out other analyst stock ratings.\nJPMorgan: Arista Networks reported revenue of $2,488 million, gross margins of 63.4% and earnings of 82 cents per share, topping consensus estimates of $2,386 million, 62.5%, and 75 cents per share, respectively, Chatterjee said in a note. The company raised its full-year revenue growth guidance to 25%, from its prior outlook of 20%, reflecting \"the momentum in its leverage to the AI investment cycle,\" he added.\nThe guidance raise was earlier in the year than \"the typical timing of raises in its history, highlighting higher-than-typical confidence in demand and deployments,\" the analyst wrote. Arista Networks has the opportunity to accelerate its revenue growth to 35% in 2026, \"helping re-establish investor preference for Arista as a technology leader with strong leverage to the AI investment cycle,\" he further stated.\nKeyBanc Capital Markets: Arista Networks generated 29% revenue growth and gross margins of 63.4%, both exceeding expectations, Nispel said. Free cash flows came in at $1.23 billion, significantly topping consensus of $659 million, he added.\nCloud Titans contributed 48% of revenue in the fourth quarter, the analyst stated. Management guided to first quarter revenues of $2.6 billion, representing 29.7% year-on-year growth, versus consensus of 22.3%, he further noted.\nNeedham: Arista Networks delivered a strong quarter and raised its full-year guidance, Koontz said. Total deferred revenue grew 92% year-on-year to reached $5.37 billion, while short-term deferred revenue grew 132% to $4.0 billion, he added.\nRosenblatt Securities: Arista Networks reported its revenue and earnings 6% and 11% higher than Rosenblatt's estimates, while guiding to 9% and 10% upside in the first quarter, Genovese said. Deferred revenues grew around $700 million sequentially, with about $500 million of the increase from Product, he added.\nANET Price Action: Shares of Arista Networks had risen by 5.15% to $142.08 at the time of publication on Friday.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}