Arista Networks Inc (NYSE:ANET) was upgraded to “Overweight” by Piper Sandler on Jan 5, with a new price target of $159. The firm sees 2026 as the “Year of Refresh” for the stock, citing increased visibility and enterprise investments. Visibility behind Arista’s business model has been improving, with concerns around share shifts and capital expenditure cycle. The company benefits from large enterprise accounts and lagged capex trends. Arista Networks develops cloud networking solutions. While ANET has potential, other AI stocks may offer greater upside. For more information on undervalued AI stocks, refer to the free report.

Read more at Yahoo Finance: Why Piper Sandler Sees 2026 as an “Year of Refresh” for Arista Networks (ANET)