Form 144 Arista Networks, Inc. Filed by: BECHTOLSHEIM ANDREAS

Go back to Form 144 Arista Networks, Inc. Filed by: BECHTOLSHEIM ANDREAS

Evercore ISI Adds Arista Networks (ANET) to TAP Outperform List

July 16, 2026 6:02 AM EDT

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $200.00 price target on Arista Networks (NYSE: ANET).

The analyst comments "ANET will report Q2:26 earnings on August 4th after market close, and we expect ANET to beat consensus expectation of revs/EPS of $2.85B/$0.88 with upside from a combination of better AI demand + sustained traction on the enterprise front (street is modelling 28% sales growth in June, we think print could be ~400-500bps higher). In addition, we expect ANET will guide revenues... More