02:40 PM EDT, 08/06/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target price by $25 to $160, 50.0x our 2026 EPS estimate, a premium to its 10-year historical average P/E at 44.6x, reflecting its incredibly strong Q2 results and positive commentary. We increase our 2025 EPS estimate by $0.32 to $2.81 and raise 2026's by $0.25 to $3.20. Arista's strong Q2 results and raised outlook were driven by robust growth across AI, cloud, and enterprise markets, successful new product introductions, geographic expansion, and sustained operational efficiency. The company saw record demand in the enterprise campus segment and raised its campus revenue target to $750 million-$800 million for the year. Arista noted that its AI networking revenue is expected to exceed $1.5 billion for 2025, with the back-end AI segment alone on track to deliver $750 million in revenue, up from nearly zero three years ago.