Goldman Sachs released a research report stating that it gave Arista Networks a “buy” rating with a target price of 225 US dollars for 12 months, based on a 36x NTM+1Y forecast price-earnings ratio. At a closing price of $193.78 on September 4, this corresponds to a 16.1% upside. The bank pointed out that the company's reaffirmation of the 2026 revenue and profit margin guidelines is mainly supported by improved supply chain visibility and demand in two strategic key areas of AI infrastructure and enterprise park deployment.

Zhitongcaijing · 1d ago
Goldman Sachs released a research report stating that it gave Arista Networks a “buy” rating with a target price of 225 US dollars for 12 months, based on a 36x NTM+1Y forecast price-earnings ratio. At a closing price of $193.78 on September 4, this corresponds to a 16.1% upside. The bank pointed out that the company's reaffirmation of the 2026 revenue and profit margin guidelines is mainly supported by improved supply chain visibility and demand in two strategic key areas of AI infrastructure and enterprise park deployment.