Morgan Stanley Raises Price Target on Arista Networks (ANET). Here is Why

Arista Networks, Inc. (NYSE:ANET) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts.

Morgan Stanley Raises Price Target on Arista Networks (ANET). Here is Why

Arista Networks, Inc. (NYSE:ANET) is an industry leader in data-driven, client-to-cloud networking for large data center/AI, campus, and routing environments.

On June 12, Morgan Stanley lifted its price target on Arista Networks, Inc. (NYSE:ANET) from $180 to $190, while keeping an ‘Overweight’ rating on the shares. The target boost reflects an upside of over 16% from the current price level.

Morgan Stanley highlighted the strong demand for AI inference workloads and rising CPU intensity as key drivers for a front-end refresh cycle. The firm views both Arista and Cisco as its preferred choices to capitalize on what it believes is “an underappreciated front-end networking refresh cycle.

Arista Networks, Inc. (NYSE:ANET) has delivered exceptional growth over the last few years. The company’s revenue surged by 8.6% in FY 2025 to $9 billion, after posting 19.5% and 33.8% growth in the previous two years. Arista raised its guidance for the ongoing fiscal year last month and is now targeting to grow its revenue by another 27.7% to approximately $11.5 billion.

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.

READ NEXT: 12 High Yield Fortune 500 Stocks to Buy Now and 10 Most Volatile Stocks to Buy in S&P 500

Disclosure: None. Follow Insider Monkey on Google News.

1281292 - 11759070 - 1