Mizuho Securities maintains its buy rating on Arista Networks (ANET), citing strong revenue forecasts. Other institutions like
Patriot Financial Group and Voya Investment Management have recently invested significantly in ANET. This coincides with the company's announcement of innovative AI data center and campus networking launches, which they project to fetch $2.75 billion in revenue. The
stock saw a surge in the S&P 500, despite an insider, Kenneth Duda, selling a considerable amount of shares. However, the recent stock split questions the future of ANET shares. A few fluctuations in share prices have been reported, with a 23.5% drop since Q3 2025. There have also been
noteworthy investment activities from firms like Corient Private Wealth and Assenagon Asset Management. Not all is buoyant, though, as Morgan Stanley has issued a pessimistic forecast due to market pressure. Arista's expansion in AI and Data-Center is watched closely, yet Rosenblatt maintains neutrality. The company has collaborated with Fortinet for an AI data center solution, raising optimism from Wall Street, amidst some differing views. ANET's growing potential in AI networking remains in question after Erste Group downgrades its stock to hold from buy.
Arista Networks ANET News Analytics from Fri, 12 Sep 2025 07:00:00 GMT to Sat, 20 Dec 2025 11:01:14 GMT -
Rating 7
- Innovation 6
- Information 5
- Rumor -3
