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ANET

Arista Networks

$304.05

1.925 (0.64%)

16:07
02/15/18
02/15
16:07
02/15/18
16:07

Arista Networks sees Q1 revenue $450M-$468M, consensus $457.9M

Sees Q1 Non-GAAP gross margin between 63% to 65%.

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ANET Arista Networks
$304.05

1.925 (0.64%)

02/14/18
PIPR
02/14/18
NO CHANGE
Target $230
PIPR
Neutral
Arista more likely to win 945 case after key win from appeals board, says Piper Jaffray
Piper Jaffray analyst James Fish notes that Arista Networks (ANET) received a "key win" in the 945 case against Cisco (CSCO), as the Federal Appeals Court found the 668 patent as un-patentable. This leaves less "ammo" for Cisco to win in the 945 case and increases the probability of an Arista win, he contends. The analyst believes this recent development was already expected to go in Arista's favor given the past few rulings as it related to the 668 patent. Fish reiterates a Neutral rating and $230 price target on Arista's shares.
02/13/18
RBCM
02/13/18
NO CHANGE
Target $310
RBCM
Outperform
Arista Networks price target raised to $310 from $234 at RBC Capital
RBC Capital analyst Mitch Steves raised his price target on Arista Networks (ANET) to $310, saying that the recent multiple expansion suggests that expectations are firming for a "notable beat and raise" on Q4 earnings. The analyst believes that operating margins will become a focal point for the company going forward, adding that the weakness in Juniper's (JNPR) quarter implies market share gains in the Data Center space. Steves also expects Arista competition with Cisco (CSCO) to tighten as the former takes up more market in Hyperscale while the latter protects is core enterprise business. The analyst keeps his Outperform rating on Arista Networks.
02/07/18
GSCO
02/07/18
INITIATION
Target $320
GSCO
Conviction Buy
Arista Networks initiated with a Conviction Buy at Goldman Sachs
Goldman analyst Rod Hall initiated Arista Networks with a Conviction Buy and $320 price target. Hall said Arista's premium valuation is supported by strong secular growth in the greater than100G data center switching market combined with execution. The analyst differs with consensus on R&D intensity forecasting 2018 R&D/Sales of 16.4% versus consensus of 18.2%. This note corrects our previous note that said shares were initiated with a Buy rating.
02/06/18
GSCO
02/06/18
INITIATION
Target $320
GSCO
Buy
Arista Networks initiated with a Buy at Goldman Sachs
Goldman analyst Rod Hall initiated Arista Networks with a Buy and $320 price target. Hall said Arista's premium valuation is supported by strong secular growth in the greater than100G data center switching market combined with execution. The analyst differs with consensus on R&D intensity forecasting 2018 R&D/Sales of 16.4% versus consensus of 18.2%

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