Arista Networks (ANET) Set for 20% Revenue Growth Driven by AI Data Center Investments

Arista Networks, Inc. (NYSE:ANET) ranks among the best fast growth stocks to buy now. UBS reaffirmed its Buy rating and price target of $155 on Arista Networks, Inc. (NYSE:ANET) shares on September 15, citing the company’s optimistic forecast for 2026. Despite aspects that likely remain conservative across both revenue and margins, the firm pointed out that Arista Networks, Inc. (NYSE:ANET) offered a CY26 and multi-year outlook that investors should find encouraging.

UBS pointed out that Meta, Microsoft, and Oracle’s investments in AI infrastructure and their conventional capital expenditure plans for data centers support Arista’s initial CY26 revenue projection of 20% spike. The revenue forecast is significantly higher than Arista’s usual guidance range of mid- to high teens percentage growth.

Arista Networks, Inc. (NYSE:ANET) is an American computer networking company headquartered in Santa Clara, California. The company specializes in developing and providing multilayer network switches that enable software-defined networking in large-scale data centers, cloud computing, high-performance computing, and high-frequency trading environments.

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Disclosure: None. This article is originally published at Insider Monkey.