【高盛：予Arista Networks“买入”评级 目标价225美元】高盛发布研报称，予Arista Networks“买入”评级，12个月目标价225美元，基于36倍NTM+1Y预测市盈率估值。以9月4日收盘价193.78美元计，对应16.1%的上行空间。该行指出，公司重申2026年收入及利润率指引，主要受到供应链能见度改善，以及AI基础设施和企业园区部署两大战略重点领域需求的支持。
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