Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Arista Networks, Inc.

Fidelity
2026.05.06 19:40
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CFRA maintains a Strong Buy opinion on Arista Networks, Inc. with a 12-month target of $175, based on a 48.2x 2026 EPS estimate. They raised the 2026 EPS estimate by $0.10 to $3.63 and 2027's by $0.17 to $4.42. Despite raising full-year guidance, challenges such as supply shortages in key components have pressured gross margins and limited the ability to meet customer demand. Lead times for critical components have extended significantly, increasing inventory risk.