Goldman Sachs raises its gold price target to $4,900 by end-2026
Investing.com - UBS maintained its Buy rating and $155.00 price target on Arista Networks (NYSE:ANET) stock, citing the company’s bullish calendar year 2026 outlook. According to InvestingPro data, Arista currently trades near its 52-week high of $156.32, with the stock showing impressive momentum through a 55% return over the past year.
The firm noted that Arista provided a CY26 and multi-year outlook that should be viewed positively by investors, despite elements that likely remain conservative across both revenue and margins.
UBS highlighted that investments in AI infrastructure and traditional data center capital expenditure plans from Meta, Microsoft, and Oracle support Arista’s initial CY26 revenue guidance of 20% growth or $10.5 billion.
This revenue projection stands solidly above Arista’s more typical guidance range of mid to high teens percentage growth, according to UBS.
The $10.5 billion revenue target also exceeds UBS’s estimate of approximately 16% growth and the Wall Street consensus expectation of 18% growth.
In other recent news, Arista Networks has seen several updates from financial analysts following its Analyst Day and recent earnings report. Piper Sandler raised its price target for Arista Networks to $143 from $89, maintaining a Neutral rating, after the company’s second-quarter results exceeded expectations, with product billings growing over 50%. Meanwhile, Rosenblatt increased its price target to $140, also maintaining a Neutral rating, noting Arista’s evolving focus on cloud integration and network diagnostics. BofA Securities and Goldman Sachs both raised their price targets to $175, with BofA highlighting Arista’s innovation capabilities and Goldman Sachs pointing to the company’s 20% revenue growth guidance for 2026. Wolfe Research set an even higher price target of $185, citing Arista’s role in enhancing data center efficiency in AI environments. These developments reflect the company’s strategic advancements and robust financial outlook, as recognized by multiple analyst firms.
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