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ANET

Arista Networks

$328.07

2.36 (0.72%)

07:59
04/18/19
04/18
07:59
04/18/19
07:59

Arista Networks price target raised to $350 from $320 at KeyBanc

KeyBanc analyst Alex Kurtz raised his price target for Arista Networks to $350 from $320, as he believes improving channel relevance from expanded portfolio provides new enterprise reach and 400G continues as a second half of 2019 opportunity and largely not reflected in his estimates. Further, Kurtz says the pullback in valuation has created buying opportunity as 2019 comps should be more-manageable versus 2018. He reiterates an Overweight rating on the shares.

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ANET Arista Networks
$328.07

2.36 (0.72%)

03/21/19
GSCO
03/21/19
UPGRADE
Target $360
GSCO
Conviction Buy
Arista Networks upgraded to Conviction Buy from Buy at Goldman Sachs
Goldman Sachs analyst Rod Hall added Arista Networks to his firm's Americas Conviction List and reiterates a Buy rating on the shares. He also upped his 12-month price target for the stock to $360 from $300. Hall sees "significant upside potential" to consensus expectations driven by Arista's expansion into campus switching. The company can deliver 23% or better revenue growth in 2020 and 2021 driven by its campus expansion amid "relatively conservative assumptions," Hall tells investors in a research note. The analyst continues to expect Arista to maintain its leading position in the data center switching market and he views the stock's valuation as being at a discount to peers.
03/21/19
03/21/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Apple (AAPL) upgraded to Strong Buy from Buy at Needham with analyst Laura Martin stating that Apple has five types of "network effects," including the strongest type, namely hardware-based direct network effects. 2. Qorvo (QRVO) upgraded to Buy from Neutral at Goldman Sachs with analyst Toshiya Hari saying he's beginning to see early signs of smartphone unit stabilization with channel checks indicating near-term upside in China will offset "marginal weakness" at Apple. 3. Arista Networks (ANET) upgraded to Conviction Buy from Buy at Goldman Sachs with analyst Rod Hall seeing "significant upside potential" to consensus expectations driven by Arista's expansion into campus switching. 4. ConocoPhillips (COP) upgraded to Overweight from Neutral at Piper Jaffray with analyst Blake Fernandez attributing the stock's year-to-date underperformance to concern over major project spending risk, which he believes is embedded in current valuation levels. 5. Diplomat Pharmacy (DPLO) upgraded to Outperform from Market Perform at Raymond James with analyst John Ransom saying the 56% decline in shares since the February earnings delay provides a valuation that could be attractive to a strategic buyer. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/29/19
PIPR
03/29/19
NO CHANGE
PIPR
Piper updates coverage rankings in Security, Storage and Networking
Piper Jaffray analyst Andrew Nowinski updated his rankings across his coverage universe, which includes the Security, Storage and Networking segments. The analyst's top picks in Security are Okta (OKTA), Palo Alto Networks (PANW) and SailPoint (SAIL). His top picks in Storage are Nutanix (NTNX) and NetApp (NTAP). And his top Networking picks are Akamai (AKAM) and Arista Networks (ANET).
03/29/19
RSBL
03/29/19
INITIATION
Target $330
RSBL
Neutral
Arista Networks initiated with a Neutral at Rosenblatt
Rosenblatt analyst Ryan Koontz initiated Arista Networks with a Neutral and $330 price target. Koontz said Arista has strong position in the hyperscale and cloud specialist market, and sees relatively low risk to 2019 estimates. Longer term growth and profitability, however, is dependent on ANET effectively expanding its commercial capabilities in the enterprise and international markets, the analyst wrote in a note to investors.

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