Arista Networks, Inc.

Analyst Ratings Synthesis

The supplied consensus is Buy across 24 analysts. Targets are reported at a low of $180, a mean of $250, and a high of $180, an internally inconsistent set that prevents a reliable assessment of target clustering, spread, or which analyst is most or least bullish. The evidence does not identify any dated rating or target revisions during the past week. It does show broader upward fair-value revisions tied to stronger AI-related demand, improved supply visibility, and higher growth assumptions, while separate coverage warns about supplier dependence and valuation. The substantive disagreement is therefore whether AI-driven networking growth and execution justify a premium valuation despite supply risks and the lack of a coherent supplied target range.

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