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ANET

Arista Networks

$257.29

-14.31 (-5.27%)

08:02
08/06/18
08/06
08:02
08/06/18
08:02

Arista Networks price target raised to $320 from $280 at Argus

Argus analyst Jim Kelleher raised his price target on Arista Networks to $320 and kept his Buy rating despite the 4% decline in the stock price late last week following its Q2 results, saying any weakness related to "cautious" guidance is an opportunity to add to positions. The analyst notes that the company has a history of guiding conservatively and then beating "soundly", as it is "permanently" positioned to disrupt the network space with its cloud solutions. Kelleher further cites Arista's "global momentum" in sales to market leaders across multiple verticals, "including cloud titans, cloud specialty service providers, and tier one telcos."

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ANET Arista Networks
$257.29

-14.31 (-5.27%)

07/19/18
PIPR
07/19/18
NO CHANGE
PIPR
Amazon switching fears 'overblown as suspected,' says Piper Jaffray
After yesterday's market close, it was reported and confirmed by Amazon (AMZN) and Cisco Systems (CSCO) that Amazon is not entering the network switching market as speculated on July 13, Piper Jaffray analyst James Fish tells investors in a research note titled "Fake News! Amazon Switching Fears Were Overblown As Suspected." The confirmation by Amazon removes the potential shadow of Amazon on the space, making Q3 earnings more about the fundamentals than "competitive hype," Fish writes. He notes that shares of Cisco, Arista Networks (ANET) and Juniper Networks (JNPR) are higher following the news. The analyst continues to recommend Cisco and Arista as his top networking picks.
07/19/18
07/19/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. NEEDHAM CUTS TESLA TO UNDERPERFORM: Needham analyst Rajvindra Gill downgraded Tesla (TSLA) to Underperform from Hold, stating the stock remains overvalued in spite of its 16% decline from the the June 2017 peak. The analyst cited expectations of slower Model S/X sales amid increased competition and possible cannibalization from the Model 3, the expiration of credits, slower gross margins improvement with "persistently high" production costs, lower energy segment revenue after recent restructuring, and Tesla's "unsustainable capital structure." Tesla is down 1.9% in midday trading. CREDIT SUISSE UPGRADES SQUARE: Credit Suisse analyst Paul Condra upgraded Square (SQ) to Outperform from Neutral, saying he believes its growing product eco-system is increasing its ability to penetrate larger merchants. He also said positive data points on Cash-App adoption validate Square's two-sided platform strategy to grow both merchant and consumer use-cases. The analyst also raised his price target on the shares to $81 from $44. MORGAN STANLEY UPS SQUARE TARGET: Morgan Stanley analyst James Faucette sees good potential for upward estimate revisions for Square in the near-term and raised his price target on the stock to $75 from $43. However, Faucette kept an Equal Weight rating on Square, calling its valuation "demanding" and citing his continued view that new services are misvalued. Square is higher by 3.5% at midday. MORGAN STANLEY DOWNGRADES LENDINGCLUB, ON DECK: Morgan Stanley's Faucette downgraded LendingClub (LC) to Equal Weight from Overweight as he thinks the previously disclosed FTC investigation into the company's lending practices will be a drag on new investor interest and involvement in the stock until it is resolved. Faucette lowered his price target on LendingClub shares to $5 from $6. Faucette downgraded On Deck Capital (ONDK) to Underweight from Equal Weight, stating that he sees the company needing a long time to meaningfully scale the "OnDeck-as-a-Service," which he believes will limit the stock's potential for valuation expansion above small-to-mid cap banks. Also, Faucette sees limited upside potential to origination growth estimates given the company's preference for delivering profitability versus growth, he tells investors. PIPER POSITIVE ON CISCO AND ARISTA, CALLS AMAZON FEARS OVERBLOWN: Amazon (AMZN) is not entering the network switching market as speculated on July 13, Piper Jaffray analyst James Fish told investors in a research note. The confirmation by Amazon removes the potential shadow of Amazon on the space. The analyst continued to recommend Cisco (CSCO) and Arista (ANET) as his top networking picks.
08/03/18
LOOP
08/03/18
NO CHANGE
Target $260
LOOP
Hold
Arista Networks price target raised to $260 from $250 at Loop Capital
Loop Capital analyst James Kisner raised his price target on Arista Networks to $260 after its Q2 earnings beat and in-line Q3 guidance, saying the company has a "high level of differentiation and growth opportunities". The analyst also cites the 300bps beat in operating margin on the strength of its Cloud Titans vertical, but keeps his Hold rating due to "expensive" valuation and "volatile" end market demand.
08/03/18
SBSH
08/03/18
NO CHANGE
Target $300
SBSH
Buy
Arista Networks call confusion brings buying opportunity, says Citi
Citi analyst Jim Suva believes confusion on Arista Networks' conference call presents a buying opportunity. The company reaffirmed its outlook and did not imply a reduction that was confused by the announced Mojo Networks acquisition, Suva tells investors in a research note. He sees any stock pullback as an "aggressive opportunity" for investors and reiterates a Buy rating on Arista Networks with a $300 price target.

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