Morgan Stanley analyst Meta Marshall says Arista Networks (ANET)’ Q4 results beat Street expectations and were “about in-line” with buyside expectations and the company raised its outlook earlier in the year than normal. Weakness in after-hours trading was largely a result of a year-over-year decline in Meta (META) revenue and the fact that a fifth trial is not expected for now in 2025/26, but in general the firm feels better about FY25 and “would be buyers of weakness,” the analyst tells investors. The firm has an Overweight rating and $118 price target on Arista shares.
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