Barclays raised the firm’s price target on Arista Networks (ANET) to $126 from $125 and keeps an Overweight rating on the shares. The company beat Q4 estimates and its Q1 guidance was above the consensus, the analyst tells investors in a research note. The firm says Arista’s 2025 growth rate “ticked higher, and seems conservative.” The artificial intelligence backend target of $750M was maintained but Barclays sees upside and thinks 2026 revenues could double off that base.
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