Home / Business and Economy / Arista Networks Poised to Exceed $10B in Revenues by 2026
Arista Networks Poised to Exceed $10B in Revenues by 2026
8 Aug
Summary
- Barclays raises Arista's price target to $151
- Arista's Q2 earnings and guidance exceed market forecasts
- Arista's AI networking revenues expected to top $1.5B in 2025
According to the article, Arista Networks Inc (NYSE:ANET) is emerging as one of the top AI stocks on Wall Street. On August 6, 2025, Barclays analyst Tim Long raised the price target on Arista's stock to $151.00 (from $119.00) while maintaining an Overweight rating.
The rating affirmation follows Arista Networks' strong second-quarter earnings report, which beat expectations and included guidance for both the third quarter and fiscal year 2025 that exceeded market forecasts. Barclays has also increased its forecast for Arista's campus segment, anticipating it to surpass $1.5 billion in AI networking revenues for the year.
The firm remains confident in Arista's ability to achieve over $10 billion in revenues by 2026, stating that "the growth opportunity is widespread, and we maintain the view that the long-term revenue CAGR of mid-teens could see upside." Arista Networks develops, markets, and sells cloud networking solutions, and its performance has been bolstered by momentum across AI, cloud, and enterprise segments.
