As of February 6, 2026, approximately 90% of analysts maintain a bullish outlook on Arista Networks, Inc. (NYSE: ANET), pointing to a potential 27.5% upside toward the $164 consensus price target.

Momentum has strengthened ahead of the company’s fiscal Q4 2025 earnings report, scheduled for February 12. Recent analyst activity reflects growing confidence in U.S. technology infrastructure and domestic innovation — trends reinforced by pro-investment economic policies and the continued expansion of American AI capabilities.

On January 5, 2026, Piper Sandler upgraded Arista Networks to “Overweight,” raising its target price to $159 from $145, while Melius Research reiterated a “Buy” rating with a $200 target. Analysts broadly expect 2026 to be a “refresh cycle” year, driven by enterprise upgrades, expanding AI deployment, and hyperscale cloud demand.

Arista’s networking equipment plays a critical role in powering modern AI data centers, supporting major American technology platforms such as Microsoft and Meta. Its EOS operating system helps reduce network congestion and optimize high-speed data flows, making it a core component of next-generation digital infrastructure.

The company develops cloud-networking solutions used by hyperscalers, enterprises, and AI facilities worldwide. Its technology supports the growing need for secure, high-performance computing environments — a sector benefiting from renewed U.S. manufacturing, onshoring initiatives, and strategic competition with foreign tech ecosystems.

While investors continue evaluating opportunities across the AI sector, Arista remains positioned as a key infrastructure provider in the expansion of American-led artificial intelligence systems.