Seeking Alpha
29 Sept 2026, 13:49 UTC · 1h ago
Verdict
Headline takes no side. We score ANET +0.90 across two claims — strongly bullish.
+0.90strongly bullish
More positive than 96% of ticker scores this week
What the story claims
2 claims · scored −1 bearish … +1 bullish · 0 new · 2 priced in
A valuation model estimates a five-year target price for Arista Networks of $404.76.
Priced inopinion piece analysis
So whatThis represents a projected 96.77% upside from the current $205.70 price level.
More positive than 93% of claims this week
Arista Networks currently trades at a 60x earnings multiple.
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5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inopinion piece analysis
More positive than 66% of claims this week
Which stocks this story touches
More positive than 96% of ticker scores this week
The analyst identifies the company as pivotal in AI infrastructure with a target price implying significant upside.
More negative than 63% of ticker scores this week
Mentioned as a competitor posing a risk to Arista Networks.
More negative than 63% of ticker scores this week
Mentioned as a competitor posing a risk to Arista Networks.
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Finbold
2h ago
More positive than 75% of relationship scores this week
[a_to_b] Arista Networks supplies high-speed networking gear to Microsoft.
More positive than 56% of relationship scores this week
[mutual] Cisco is identified as a key competitor to Arista Networks.
More positive than 56% of relationship scores this week
[mutual] NVIDIA is identified as a key competitor to Arista Networks.
−0.8%
Price is moving against the score
$203.23 vs $204.92 close before publication (Sep 28) · not market-adjusted
ANET chart →
