Form 4 Arista Networks, Inc. For: Jul 31 Filed by: Ullal Jayshree
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Raymond James Reiterates Market Perform Rating on Arista Networks (ANET)
August 6, 2025 9:52 AM EDTRaymond James analyst Simon Leopold reiterated a Market Perform rating on Arista Networks (NYSE: ANET).
The analyst comments "Were providing thoughts on data points from Market Perform rated Aristas 10-Q filing that was released this morning. The main takeaways are that... More
Goldman Sachs Reiterates Buy Rating on Arista Networks (ANET)
August 6, 2025 5:30 AM EDTGoldman Sachs analyst Hendi Susanto reiterated a Buy rating and $155.00 price target on Arista Networks (NYSE: ANET).
The analyst comments "ANET's 2Q25 EPS of $0.73 beat GS/FactSet consensus of $0.65/$0.65 with revenue of $2.20 bn beating consensus and guidance of $2.1 bn. The EPS beat was also driven by strength in gross margins (65.6% v. GSe/consensus of 63.0%/63.0%) driven by efficient inventory management (including an excess and obsolescence reserve benefit)... More

