Form 4 Arista Networks, Inc. For: Feb 14 Filed by: Breithaupt Chantelle Yvette

Go back to Form 4 Arista Networks, Inc. For: Feb 14 Filed by: Breithaupt Chantelle Yvette

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

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