Arista Networks Inc (NYSE:ANET) is one of the 15 best AI stocks to watch in December 2025.
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On December 7, 2025, Rosenblatt Securities’ Michael Genovese reiterated a “Hold” rating on Arista Networks Inc. (NYSE:ANET) with a $140 price target.
In the lead-up to this update, Arista Networks Inc (NYSE:ANET) has presented a strong growth narrative, driven by artificial intelligence and data-center expansion. Reaffirming its strong market position at Wells Fargo’s 9th Annual TMT Summit on November 18, the company outlined an ambitious 20% growth target for the next fiscal year. This reflects the company’s accelerating AI momentum, with Arista projecting $2.75 billion in AI-related revenue next year.
Furthermore, Arista Networks Inc. (NYSE:ANET) plans to acquire 25 to 40 new AI clients, including enterprises and sovereign entities. This comes on the back of surging demand, with the company’s deferred revenue jumping 87% in Q3, thanks to AI data-center projects.
This growth narrative for Arista Networks Inc. (NYSE:ANET) is well supported by analysts, with Citi emphasizing expected 28% sales growth in fiscal 2026 and reiterating its “Buy” rating on November 10. Moreover, Arista Networks Inc. (NYSE:ANET) also saw Barclays lift its target to $183 on November 5, which highlighted long-term tailwinds from AI and cloud computing adoption.
UBS analyst David Vogt also cited a robust outlook and minimal short-term risks, while reiterating a “Buy” rating on Arista Networks Inc. (NYSE:ANET) and setting a $155 price target on December 3.
With the Extensible Operating System platform, Arista Networks Inc (NYSE:ANET) delivers data-driven cloud, AI, and data-center networking solutions, serving global enterprises, service providers, and government clients.
While we acknowledge the potential of ANET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
best short-term AI stock.
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Disclosure: None.
