Key Takeaways:
- Arista Networks is projected to surpass its Q1 revenue targets driven by data center investments.
- Potential tariffs could lead to conservative future guidance, influencing revenue forecasts for late 2025.
- Analyst consensus shows Arista Networks as an "Outperform" stock with a notable upside potential.
Arista Networks' Revenue Outlook and Influencing Factors
Arista Networks (NYSE: ANET) is poised to outperform its first-quarter revenue forecast of $1.95 billion, largely attributed to robust data center investments. Nonetheless, the financial landscape is not without its challenges. A recent warning from UBS highlights that proposed tariffs could temper the optimism, potentially leading to more cautious forward guidance. Such developments cast a shadow over revenue projections as uncertainties cloud the remainder of 2025.
Analyst Price Targets and Ratings
Insights from 19 analysts provide a comprehensive perspective with a one-year average price target set at $109.73 for Arista Networks Inc (ANET, Financial). Estimates range from a high of $145.00 to a low of $73.00, presenting an average implied upside of 60.43% from the current trading price of $68.40. For further in-depth analysis, visit the Arista Networks Inc (ANET) Forecast page.
The consensus from 25 brokerage firms positions Arista Networks with an average recommendation of 1.9, denoting an "Outperform" status. The recommendation scale varies from 1 (Strong Buy) to 5 (Sell), reflecting a positive outlook among analysts.
Evaluating GF Value and Investment Potential
GuruFocus estimates place the GF Value for Arista Networks Inc (ANET, Financial) at $84.88 within a year. This suggests a potential upside of 24.09% from the current price of $68.40. The GF Value represents Gurufocus' calculation of a stock's fair trading value, based on historical trading multiples, past business growth, and anticipated future performance. For more comprehensive insights, explore the Arista Networks Inc (ANET) Summary page.
