Is Arista (ANET) One Of The Best Extremely Profitable Stocks To Buy According To Wall Street?

Arista Networks, Inc. (NYSE:ANET), featuring a net income margin of 38.32% and upside potential of 30.50%, secures a spot on our list of the best extremely profitable stocks to buy according to Wall Street analysts. The company reported net income of $3.51 billion for the recently completed fiscal year (FY25).

Arista Networks, Inc. (NYSE:ANET) remains in analysts’ focus as they weigh in following strong first-quarter earnings and a raised full-year outlook.

On May 6, 2026, Piper Sandler raised its price target on Arista Networks, Inc. (NYSE:ANET) to $181 from $175, keeping an “Overweight” rating. The firm acknowledged shares had pulled back after a 35% run over the prior month, with early concerns around peak growth and de-commitment commentary weighing on sentiment. Still, the investment firm pointed to AI-driven acceleration and noted Arista’s customer base spans hyperscalers, AI Titans, neoclouds, edge platforms, and large enterprises, giving it broad inference-era exposure.

Also on May 6, Rosenblatt raised its target to $210 from $180 and kept a “Buy” rating, saying Arista Networks, Inc. (NYSE:ANET)’s business update confirmed the reasoning behind the firm’s upgrade the prior month. The analyst specifically cited Microsoft’s shift to Ethernet from InfiniBand at production scale as a notable data point.

Both updates followed Arista Networks, Inc. (NYSE:ANET)’s first-quarter 2026 results, reported May 5, 2026, with revenue of $2.71 billion, up 35.1% year-over-year. Management raised the full-year revenue growth outlook to 27.7%, pointing to approximately $11.5 billion in fiscal 2026 revenue. The AI fabrics goal was lifted to $3.5 billion from $3.25 billion, while the campus revenue target was maintained at $1.25 billion. Gross margin guidance for the year remained at 62% to 64%, with operating margin expected to be around 46%.

For Q2, Arista Networks, Inc. (NYSE:ANET) guided for revenue of approximately $2.8 billion and diluted EPS of roughly $0.88.

Arista Networks, Inc. (NYSE:ANET) is a computer hardware company that develops client-to-cloud networking solutions for AI, data center, campus, and routing environments.

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