ANET·Arista Networks Inc

Arista Networks (ANET) saw its price target raised to $165 by Morgan Stanley, following the company's Q4 2025 earnings beat. This upgrade, driven by a $700 million increase in deferred revenue and optimistic growth targets, suggests continued strong performance in the coming quarters. The positive outlook is further supported by the company's EOS and CloudVision platforms, which offer advanced networking capabilities designed for enterprises and cloud providers. These platforms enable AI-ready, automated networking solutions, potentially driving future growth as demand for scalable and efficient networks increases. However, institutional sentiment appears mixed. While some firms like Morgan Stanley are bullish, GSA Capital Partners reduced its stake in ANET during Q3, signaling a potential shift in investment strategies. Conversely, other firms, such as Norges Bank and Massachusetts Financial Services Co., increased their positions, creating a divergence in investment strategies. Traders should watch for further institutional activity to gauge the overall confidence in ANET's future performance.