JPMorgan Reaffirms Bullish Stance on Arista Networ…

From Financial Modeling Prep: 2025-03-17 12:28:00

JPMorgan analysts reiterate Overweight rating on Arista Networks (NYSE:ANET) with $140 price target, citing growth potential post-pullback. Concerns over AI spending cuts and market share losses are seen as overstated by analysts. Arista shares trade at 28x projected 2026 earnings, offering room for upside with growth catalysts in AI data centers and Ethernet adoption. JPMorgan sees Arista well-positioned for long-term gains.



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