Overview

• Arista reported second‑quarter revenue of $2.2 billion, up 30.4% year over year, in results released on August 5.
• Operating expenses rose to $370.6 million and inventory climbed to $2.1 billion, with tariff and supply‑chain pressures cited as headwinds.
• The company closed its VeloCloud acquisition on July 1, which it expects will strengthen branch solutions and relationships with managed service providers.
• On September 15, William Blair reiterated a Buy rating, UBS issued a Buy with a $155 target, Citi maintained a Buy with a $176 target, and Evercore ISI had earlier lifted its target to $175 following the quarter.
• Analyst consensus stands at Strong Buy with a $145.10 median price target implying roughly 10% upside, while Insider Monkey labels the stock high‑risk/high‑reward with a 1.48 beta.