Piper Sandler Raises Arista Networks (ANET) Price Target to $181 on AI Exposure

Piper Sandler highlighted that Arista’s vulnerability to AI is driving its acceleration, noting that it is well-exposed for inference-based use-cases with hyperscalers, AI Titans, neo clouds, Edge Platforms, and ample enterprises arsenic its customers.

On May 5, Arista reported a 35.1% summation successful full gross for the archetypal 4th of the twelvemonth astatine $2.709 billion. Arista CFO Chantelle Breithaupt said the institution is arrogant of its beardown commencement to Fiscal 2026. She added:

“While the macro and proviso concatenation environments stay dynamic, our results are a testament to our team’s disciplined execution. Delivering 35% gross maturation alongside $0.87 non-GAAP EPS demonstrates our quality to thrust high-quality maturation portion maintaining a rigorous absorption connected the bottommost line.”

In an net call, Breithaupt said the institution is raising its 2026 fiscal twelvemonth outlook to 27.7% gross growth, resulting successful astir $11.5 cardinal successful revenue. She added that the institution is maintaining its 2026 field gross extremity of $1.25 billion, and is raising its AI fabrics extremity from $3.25 cardinal to $3.5 billion.

According to expert ratings compiled by CNN, Arista has an mean people terms of $180, a 5.75% upside from the existent terms of $170.22.

Arista Networks, Inc. (NYSE:ANET) is an manufacture person successful data-driven, client-to-cloud networking for ample AI, information center, campus, and routing environments.

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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