Arista Networks Gains Analyst Backing On AI Momentum, Strong Deferred Revenue And Demand Visibility
1. Needham analyst maintained a buy rating and $130 target for ANET. 2. Arista's revenue growth guidance remains strong despite tariff uncertainties. 3. Deferred revenue increased by $300 million sequentially, $1.4 billion YoY. 4. CFO noted long-term demand visibility through 2026 remains intact. 5. Possible tariff impact on gross margins estimated at 100-150 bps.