Piper Sandler Bullish on Arista Networks (ANET) Amid Company’s Operational Strength

Arista Networks Inc. (NYSE:ANET) is 1 of the most profitable ample headdress stocks to bargain close now. On November 5, Piper Sandler raised the firm’s terms people connected Arista Networks to $145 from $143, portion keeping a Neutral standing connected the shares. Piper Sandler analysts recovered an encouraging motion successful the company’s operational strength: merchandise deferred gross built up quarter-over-quarter by different $625 million.

This maturation occurred portion the company’s acquisition commitments and inventory simultaneously increased. According to the firm, this confluence of factors powerfully suggests the steadfast is experiencing caller merchandise traction and gathering a important backlog with large customers, apt the ample Cloud and AI Titans.

On the aforesaid day, Arista Networks announced its Q3 2025 results. Total gross reached $2.3 billion, which is simply a 27.5% emergence year-over-year. The institution provided Q4 gross guidance successful the scope of $2.3 to $2.4 billion. The full-year 2025 gross maturation guidance was acceptable astatine ~26% to 27%, with the full-year 2026 gross maturation guidance being ~20% connected the $10.65 cardinal gross target.

Arista Networks Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, information center, campus, and routing environments successful the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

While we admit the imaginable of ANET arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.