Piper Sandler and Morgan Stanley Stay Positive on Arista Networks (ANET)

Arista Networks, Inc. (NYSE:ANET) is 1 of the 10 Best NYSE Stocks to Buy According to Analysts. On January 5, Piper Sandler upgraded its standing connected Arista Networks, Inc. (NYSE:ANET) from Neutral to Overweight and lifted its terms people from $145 to $159. The steadfast expects 2026 to beryllium a “year of refresh” with expanding mentions of endeavor spending, supported by the company’s vulnerability to hyperscalers and AI giants.

Piper Sandler pointed retired that visibility into Arista Networks, Inc.’s (NYSE:ANET) concern is improving from antithetic angles. This includes sum from inventory and acquisition commitments. According to the probe firm, the institution is “holding its crushed with its cardinal customers, gaining with ample endeavor accounts crossed datacenter and campus, and typically sees capex connected a delayed ground comparative to others successful the datacenter.”

Previously, connected December 17, Morgan Stanley reduced its terms people connected Arista Networks, Inc. (NYSE:ANET) from $171 to $159 portion keeping an Overweight rating. The steadfast noted that AI commercialized expanded from semiconductor stocks successful 2025 and benefited infrastructure companies, particularly successful the optical segment.

Morgan Stanley believes this inclination could proceed done the archetypal fractional of 2026. However, the steadfast cautioned that investors whitethorn “need to get much selective for afloat twelvemonth returns fixed multiples.”

Arista Networks, Inc. (NYSE:ANET) is simply a unreality networking institution that provides data-driven solutions for ample information centers, AI, campus, and routing environments.

While we admit the imaginable of ANET arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.