Arista Networks Inc

ANET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arista: Positive Analyst Day Targets Agree With Our Long-Term Thesis

William Kerwin

Sep 12, 2025

Arista Networks' 2025 analyst day on Sept. 11 highlighted its long-term growth strategy. It gave 2026 guidance, including a sales target of $10.5 billion, with $2.75 billion in artificial intelligence sales. It also guided for midteens growth through 2029 off of the 2026 guidance levels.

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Arista Networks Inc

Arista: Positive Analyst Day Targets Agree With Our Long-Term Thesis

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