Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance
1. Arista Networks reported Q4 sales at $1.93 billion, beating expectations. 2. Piper Sandler maintains Neutral rating; price target increased to $108. 3. Needham rates Arista as Buy with a price target of $145. 4. Cloud Titan segment revenues increased by 33% year-on-year. 5. Management raised revenue growth guidance to 17%, below consensus.