Highlights
• Rating maintained as analysts review updated financial disclosures and guidance.
• Several firms revise price assumptions across cloud infrastructure exposure.
• Year-over-year revenue growth continues in latest quarterly earnings update.

Rosenblatt Securities has reaffirmed a “neutral” rating on Arista Networks (NYSE:ANET) in its latest research communication. The brokerage has assigned a USD 140 price objective, reflecting a cautious approach following the company’s recently released earnings results and updated guidance.

While Rosenblatt maintains a balanced view, other institutions have taken a more constructive position. JPMorgan Chase & Co. has lifted its target range to USD 175, citing broader cloud networking adoption. BNP Paribas has shifted its stance from “hold” to “outperform,” while Evercore ISI and KeyCorp have also raised price expectations in recent months. Morgan Stanley continues to designate the stock as “overweight.”

Latest aggregated data presented by MarketBeat.com shows:

  • 17 Buy ratings across firms
  • 6 Hold ratings
  • Average consensus: “Moderate Buy”
  • Average price target: USD 164.31

Q3 Performance Snapshot

Arista Networks posted quarterly earnings on November 4. Earnings per share came in at USD 0.75, outperforming analyst estimates of USD 0.72. Revenue reached USD 2.31 billion, marking a 27.5% increase from last year’s comparable period. The company achieved a 40.90% net margin and 31.05% return on equity, underscoring operational scale in networking infrastructure markets.

Analysts project the company to close the fiscal year with roughly 2.2 EPS, while awaiting further insights from management’s Q4 2025 framework.

Business Focus

Arista provides cloud networking platforms connecting data-center, campus and routing environments across global regions. The company’s solutions include the Extensible Operating System (EOS) and a suite of software-driven applications enabling data flow management across enterprise and hyperscale cloud infrastructure.

ANET’s closing price as of November 24 2025 stands at USD 122.17.