After-hours movers: Arista Networks, Shift4 Payments, Bumble, Toll Brothers

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CoStar Group (CSGP) PT Lowered to $86 at Citi

February 19, 2025 7:19 AM EST

Citi analyst Peter Christiansen lowered the price target on CoStar Group (NASDAQ: CSGP) to $86.00 (from $88.00) while maintaining a Buy rating.

The analyst comments "CoStar beat top and bottom expectations by more than usual, while bookings rebounded 20% QoQ (below our thinking, but... More

Needham Reiterates Buy Rating on Arista Networks (ANET)

February 19, 2025 6:09 AM EST

Needham analyst Alex Henderson reiterated a Buy rating and $145.00 price target on Arista Networks (NYSE: ANET).

The analyst comments "17% which was below consensus of 19.4%. 4Q results shined across the board as Op. Margin notched an impressive 6th consecutive Q above 46%. The Cloud Titan... More

Shift4 Payments (FOUR) PT Raised to $140 at Raymond James

February 19, 2025 5:26 AM EST

Raymond James analyst John Davis raised the price target on Shift4 Payments (NYSE: FOUR) to $140.00 (from $115.00) while maintaining a Outperform rating.

The analyst comments "We are reiterating our Outperform rating on FOUR following mixed 4Q results, its investor day, and the largest deal in... More

Evercore ISI Reiterates Outperform Rating on Arista Networks (ANET)

February 19, 2025 5:21 AM EST

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $130.00 price target on Arista Networks (NYSE: ANET)

The analyst comments "ALL YOU NEED TO KNOW: Arista reported upside on the Dec-qtr and provided Mar-qtr guide ahead of street expectations, but investor focus has largely been on their Meta concentration which came in at ~15% of sales (vs. 21% LY, down 15% y/y). Arista noted their CY24 Meta revenue was more driven by the CY23 capex cuts at Meta give there is... More

Arista Networks (ANET) PT Raised to $145 at Goldman Sachs

February 19, 2025 5:10 AM EST

Goldman Sachs analyst Hendi Susanto raised the price target on Arista Networks (NYSE: ANET) to $145.00 (from $135.00) while maintaining a Buy rating.

The analyst comments "ANET's 4Q24 EPS of $0.65 beat GS/consensus (FactSet) of $0.60/$0.57 with revenue of $1.93 bn beating consensus $1.90 bn and guidance $1.85-$1.90 bn. The beat was driven by strength in gross margins (64.2% v. GS/consensus... More

Arista Networks (ANET) PT Raised to $121 at Citi

February 19, 2025 5:04 AM EST

Citi analyst Atif Malik raised the price target on Arista Networks (NYSE: ANET) to $121.00 (from $115.00) while maintaining a Buy rating.

The analyst comments "ANET stock was -5% after beat and raise results + lifting the full year sales guide to 17% y/y from prior... More