JPMorgan raised the firm’s price target on Arista Networks (ANET) to $200 from $190 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the hardware and networking group as part of a Q1 preview. JPMorgan expects AI infrastructure investments across server, switches, copper interconnects and optical to drive upside to AI-levered suppliers in Q1. JPMorgan downgraded four names and opened “positive catalyst watches'” on CDW and Seagate.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on ANET:
- 3 ‘Perfect 10’ Smart Score Stocks to Buy this Week, 4/13/26, According to Analysts
- Arista Networks call volume above normal and directionally bullish
- Midday Fly By: Health insurers get ‘positive surprise’ from CMS
- Arm downgraded, Arista Networks upgraded: Wall Street’s top analyst calls
- Rosenblatt upgrades Arista Networks on increased confidence in XPO strategy