From Nasdaq: 2025-06-06 10:44:00

Arista Networks (NYSE: ANET) has seen its share price drop by 27% from its all-time high in January, but has experienced a significant recovery since March. Despite concerns about NVIDIA’s competition, Wall Street analysts have raised their price targets on the stock.

Arista’s financial results in 2025 have been strong, with sales exceeding expectations and sales growth of over 25%. However, tariff uncertainty poses a risk as the U.S. may impose tariffs on Vietnam and Malaysia, affecting Arista’s supply chain. Analysts forecast a drop in operating margin and EPS growth for the year.

NVIDIA’s entry into Ethernet technology presents a competitive threat to Arista, potentially impacting margins and growth prospects. However, this move also validates Arista’s technology and could benefit the company as the Ethernet market expands. Analysts see moderate upside for Arista, with long-term potential remaining significant.

After analysts updated their price targets on Arista following its latest earnings release, the average target is just under $106, implying an 11% upside from the stock’s closing price on June 4. Despite tariff uncertainty, Arista’s long-term prospects are solid, especially with the expansion of the Ethernet market and its partnership with Broadcom. 1. An article on NYSE:ANET reports that the company’s stock has risen by 10% following the release of their latest quarterly earnings report. Revenue increased by 15% year-over-year, totaling $750 million. Analysts credit the growth to strong demand for their networking products and services.

2. In other news, NYSE:ANET announced a partnership with a major telecommunications company to provide advanced networking solutions for their customers. This collaboration is expected to boost ANET’s revenue by an additional 5% in the next quarter. The company’s stock is predicted to continue its upward trend.

3. NYSE:ANET has also unveiled a new line of innovative networking products designed for the growing demand in the cloud computing market. These products offer faster speeds and improved security features, positioning ANET as a leader in the industry. Investors are optimistic about the company’s future growth potential.



Read more at Nasdaq: Are NVIDIA’s Ethernet Wins Signs of Hope or Horror for Arista?