Morgan Stanley Raises Arista Networks (ANET) PT to $165 Following Q4 2025 Earnings Beat

Arista Networks Inc. (NYSE:ANET) is one of the best growth stocks to buy for the next 20 years. On February 13, Morgan Stanley analyst Meta Marshall raised the firm’s price target on Arista Networks to $165 from $159 and maintained an Overweight rating. This sentiment was posted following the company’s significant Q4 2025 earnings beat.

The firm highlighted a $700 million increase in deferred revenue and noted that Arista held its gross margin guidance steady despite headwinds in the memory market. Additionally, Meta Marshall pointed to raised AI and growth targets for the year as key drivers for the updated valuation.

Evercore ISI analyst Amit Daryanani also raised the firm’s price target on Arista Networks Inc. (NYSE:ANET) to $200 from $175 with an Outperform rating following a robust December quarter beat. Daryanani noted that strong guidance for the March quarter and an increased 2026 revenue growth target of 25% underscore the company’s significant momentum.

Arista Networks Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

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. This article is originally published at Insider Monkey.