Morgan Stanley Raises its Price Target on Arista Networks (ANET) to $180

Arista Networks, Inc. (NYSE:ANET) is one of the 10 Strong Buy S&P 500 Stocks to Invest In.

On May 1, 2026, Morgan Stanley analyst Meta Marshall raised the price target on Arista Networks, Inc. (NYSE:ANET) to $180 from $165 and maintained an Overweight rating. Meta Marshall said discussions around the company have picked up after a period of underperformance tied to concerns about share and margins, and remains positive ahead of Q1 results, citing potential upside from new customer traction and margin resilience.

On April 20, 2026, Evercore ISI added Arista Networks, Inc. (NYSE:ANET) to its “Tactical Outperform” list ahead of earnings scheduled for May 5, expecting upside to revenue and EPS estimates of $2.61B and 81c, driven by AI demand and enterprise momentum.

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Earlier in April, JPMorgan raised its price target on Arista Networks, Inc. (NYSE:ANET) to $200 from $190 and kept an Overweight rating as part of a broader hardware and networking preview, noting AI infrastructure spending across servers, switches, copper interconnects, and optical could support results.

Arista Networks, Inc. (NYSE:ANET) provides networking solutions for AI, data center, campus, and routing environments globally.

While we acknowledge the risk and potential of ANET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ANET and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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