Arista's Stock Hit As Analysts Cut Targets Over Tariff Uncertainty Despite Strong AI Demand

1. Goldman Sachs cut ANET's price target from $130 to $115. 2. ANET's Q1 2025 EPS beat estimates, reporting $0.65 versus $0.62 consensus. 3. Q1 revenue of $2.00 billion surpassed consensus of $1.97 billion. 4. Expected AI revenue of $750 million in 2025 will bolster growth. 5. Potential tariffs could impact margins by 1%-1.5% if unmitigated.