Morgan Stanley Raises Arista Networks (ANET) PT to $165 Following Q4 2025 Earnings Beat

NodeGuardian · 2026-02-20T21:09:22+00:00

Morgan Stanley raised Arista Networks' price target to $165, maintaining an Overweight rating, following strong Q4 earnings and deferred revenue growth. Evercore ISI's Amit Daryanani increased his target to $200, citing robust guidance and growth expectations.

NodeGuardian

2026-02-20 21:09:22

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Morgan Stanley has raised its price target for Arista Networks (ANET) to $165 from $159, maintaining an Overweight rating, after the company’s strong Q4 2025 earnings beat. This decision was influenced by a significant increase in deferred revenue and steady gross margin guidance despite memory market challenges, along with raised AI and growth targets. Another analyst, Amit Daryanani of Evercore ISI, also increased his price target to $200 with an Outperform rating, citing robust guidance and an increased 2026 revenue growth target.

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