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Vanguard Group Inc. significantly increased its stake in Arista Networks, owning over 96 million shares valued at $10.6 billion after a recent purchase. Other institutional investors, including FMR LLC and Cresset Asset Management, also raised their positions substantially. UBS Group upgraded Arista Networks to a "buy" rating with a price target of $115, indicating a potential upside of 36.37%. The stock has shown strong performance, with a market cap of $106.35 billion and a recent EPS of $0.59, surpassing estimates.
UBS upgraded its outlook for Arista Networks (LSE:0HHR) from Neutral to Buy on March 5, 2025. Fund sentiment shows a decrease of 504 institutions reporting positions, with an average portfolio weight increase to 0.49%. Notable shareholders include J.P. Morgan Chase and Vanguard funds, with significant increases in their holdings.
UBS has upgraded Arista Networks to a "Buy" rating from "Neutral," raising the price target to $115 from $112. Arista Networks specializes in data-driven networking solutions for large data centers and campuses, offering high-speed systems, advanced routing, and a suite of software solutions that enhance network performance and security.
Arista Networks (NYSE: ANET) experienced a rise in its stock price following an upgrade from UBS. This positive shift reflects increased investor confidence in the company's performance and prospects.
UBS has upgraded Arista Networks, a leader in data-driven networking solutions for large data centers and campus environments, to a "Buy" rating. The company offers a range of products, including high-speed data center systems, campus networking solutions, and advanced routing systems, all powered by its Extensible Operating System (EOS) for enhanced automation and security.
Stock Yards Bank & Trust Co. and several other institutional investors significantly increased their stakes in Arista Networks during the fourth quarter, with hedge funds now owning 82.47% of the stock. Analysts have mixed ratings on the company, with UBS upgrading it to "buy" and a consensus rating of "Moderate Buy." Arista reported a quarterly EPS of $0.59, exceeding expectations, and has a market cap of $107.53 billion.
Arista Networks has received an upgrade from Neutral to Buy by UBS, signaling a positive shift in the firm's outlook on the company. This change reflects growing confidence in Arista's market position and potential for future growth.
UBS has upgraded Arista Networks from Neutral to Buy, raising the price target to $115, citing a strong outlook for data center capital expenditures and impressive revenue growth. The company reported earnings per share of $0.65, exceeding estimates, and analysts show mixed but generally positive sentiment about its future prospects, particularly in the AI back-end market.
UBS has upgraded Arista Networks to a "Buy" rating, raising the price target to $115, reflecting a potential 34% upside. The upgrade is driven by strong revenue growth, positive data center investment outlook, and improved key metrics, suggesting the company's revenue guidance may be conservative. Despite mixed analyst sentiments, Arista's robust performance and optimistic future, particularly in the AI backend market, are highlighted.
Toronto Dominion Bank increased its stake in Arista Networks to 564,027 shares, valued at $62.34 million, after acquiring 424,315 shares last quarter. DigitalBridge Group and University of Texas Texas AM Investment Management also significantly boosted their holdings, with hedge funds owning 82.47% of the stock. Analysts maintain a "Moderate Buy" rating, with price targets raised by UBS Group and others, reflecting positive sentiment despite recent insider selling.
Arista Networks Inc.
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arista networks sees significant institutional investment and stock upgrades
09:14 07.03.2025
ubs upgrades arista networks as fund sentiment shifts amid ownership changes
15:38 06.03.2025
ubs upgrades arista networks to buy and raises price target to 115
16:13 05.03.2025
arista networks stock rises following upgrade from ubs
16:08 05.03.2025
ubs upgrades arista networks to buy rating for innovative networking solutions
14:20 05.03.2025
arista networks sees significant institutional investment growth in fourth quarter
13:31 05.03.2025
Arista Networks receives upgrade to buy from neutral by UBS
11:06 05.03.2025
ubs upgrades arista networks to buy raises price target to 115 dollars
07:06 05.03.2025
ubs upgrades arista networks to buy raises price target to 115 dollars
06:56 05.03.2025
arista networks sees significant institutional investment and analyst upgrades
10:04 20.02.2025
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