Arista Networks Inc (NYSE:ANET) is a top AI stock analysts are closely watching. UBS analyst David Vogt reiterated a Buy rating with a $155.00 price target on December 3, citing a positive outlook and minimal near-term risks. Arista aims for 20% growth by F26, showing confidence in its future goals.

The firm noted Arista doesn’t provide guidance assuming perfect conditions, but maintains visibility for two quarters to support initial guidance. The company’s growth goal for F26 signals confidence, with targets set at $800M in F25 and $1.25B in F26 for campus operations.

Arista hasn’t highlighted risks for Q4 or F25/26, but increased purchase commitments to ensure supply amidst tight market conditions. The company remains positive about its outlook, aiming to exit F25 at $1.5B in Front End/Back End operations and reach $2.75B in 2026.

Arista Networks Inc (NYSE:ANET) specializes in cloud networking solutions. While ANET shows investment potential, there are other AI stocks with greater upside potential and lower downside risk. For a highly undervalued AI stock poised to benefit from tariffs and onshoring trends, check out the free report on the best short-term AI stock.

Read more at Yahoo Finance: Arista Networks (ANET) Earns $155 Target as UBS Highlights Confident FY26 Outlook