15 Best AI Stocks to Watch in December 2025

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9. Arista Networks Inc. (NYSE:ANET)

Number of Hedge Fund Holders: 92

Upside Potential: 27.60%

Arista Networks Inc (NYSE:ANET) is one of the 15 best AI stocks to watch in December 2025.

On December 7, 2025, Rosenblatt Securities’ Michael Genovese reiterated a “Hold” rating on Arista Networks Inc. (NYSE:ANET) with a $140 price target.

In the lead-up to this update, Arista Networks Inc (NYSE:ANET) has presented a strong growth narrative, driven by artificial intelligence and data-center expansion. Reaffirming its strong market position at Wells Fargo’s 9th Annual TMT Summit on November 18, the company outlined an ambitious 20% growth target for the next fiscal year. This reflects the company’s accelerating AI momentum, with Arista projecting $2.75 billion in AI-related revenue next year.

Furthermore, Arista Networks Inc. (NYSE:ANET) plans to acquire 25 to 40 new AI clients, including enterprises and sovereign entities. This comes on the back of surging demand, with the company’s deferred revenue jumping 87% in Q3, thanks to AI data-center projects.

This growth narrative for Arista Networks Inc. (NYSE:ANET) is well supported by analysts, with Citi emphasizing expected 28% sales growth in fiscal 2026 and reiterating its “Buy” rating on November 10. Moreover, Arista Networks Inc. (NYSE:ANET) also saw Barclays lift its target to $183 on November 5, which highlighted long-term tailwinds from AI and cloud computing adoption. UBS analyst David Vogt also cited a robust outlook and minimal short-term risks, while reiterating a “Buy” rating on Arista Networks Inc. (NYSE:ANET) and setting a $155 price target on December 3.

With the Extensible Operating System (EOS) platform, Arista Networks Inc (NYSE:ANET) delivers data-driven cloud, AI, and data-center networking solutions, serving global enterprises, service providers, and government clients.

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