Arista Networks, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Meta Marshall from Morgan Stanley maintained a Buy rating on the stock and has a $135.00 price target.
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Meta Marshall has given his Buy rating due to a combination of factors that highlight Arista Networks’ strategic positioning and growth potential. Despite the anticipation of a conservative long-term guidance during the Analyst Day, Marshall remains optimistic about Arista’s prospects, particularly in the context of AI-driven demand. The company’s recent stock performance, marked by a significant 36% increase, reflects the positive sentiment following strong second-quarter results and favorable commentary from hyperscalers.
Marshall believes that Arista is well-positioned to capitalize on the growing AI market, especially as inference use cases expand. Although expectations for 2026 may require adjustments, with projected top-line growth slightly below current street estimates, Marshall views this as an opportunity for Arista to consistently exceed expectations. The company’s historical pattern of conservative guidance followed by outperformance supports this outlook. Therefore, any potential weakness during the Analyst Day is seen as a buying opportunity, reinforcing the Buy rating.