Here’s Why Wall Street Has a Mixed Opinion on Arista Networks (ANET)

2 days ago 1

Talha Qureshi

Tue, December 9, 2025 astatine 10:39 AM CST 2 min read

Arista Networks Inc. (NYSE:ANET) is 1 of the Good Stocks to Buy According to Analysts. connected December 3, UBS reiterated a Buy standing connected Arista Networks Inc (NYSE:ANET) with a $155 terms target. However, earlier connected November 24, Michael Genovese from Rosenblatt Securities reiterated a Hold standing connected the banal with a terms people of $140.

This mixed sentiment is owed to a 16% driblet successful stock terms since the institution released its fiscal Q3 2025 results connected November 4. The capitalist sentiment is falling contempt the net bushed during Q3 and chiefly stems from management’s humble Q4 guidance. Management expects Q4 gross to beryllium successful the scope of $2.3 cardinal to $2.4 billion, which falls beneath Wall Street’s estimation of $3.3 cardinal astatine the mid-point.

During the fiscal Q3 2025, Arista Networks Inc. (NYSE:ANET) grew its gross by 27.46% year-over-year to $2.31 billion, surpassing estimates by $41.76 million. The EPS of $0.75 besides topped the statement by $0.04. The maturation was attributed to beardown show crossed each merchandise sectors. Notably, the planetary gross reached $468.3 million, representing much than 20% of the full quarterly revenue.

Analysts astatine UBS noted that Arista Networks Inc (NYSE:ANET) aims to execute 20% maturation successful fiscal 2026. The steadfast added that this guidance appears tenable considering the 27.75% maturation the institution has posted implicit the trailing 12-month ground and the 24% CAGR gross maturation it has maintained implicit the past 5 years.

Arista Networks Inc. (NYSE:ANET) is simply a exertion institution that provides data-driven networking solutions for ample information centers, field environments, and unreality computing.

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