JPMorgan Removes Arista Networks (ANET) from Equity Focus List

Arista Networks, Inc. (NYSE:ANET) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.

On June 23, 2026, JPMorgan removed Amphenol (APH) and Arista Networks, Inc. (NYSE:ANET) from its Equity Focus List following a transfer of coverage. Both stocks remain Overweight-rated.

On June 18, KeyBanc analyst Brandon Nispel raised the firm's price target on Arista Networks to $200 from $178 and kept an Overweight rating after meetings with the company. Nispel said the meetings confirmed "exceptional demand," with one catalyst coming from XPU and another from inference. KeyBanc also said supply concerns and deferred revenue confusion appear largely addressed and look more transitory against Arista's secular demand profile.

On June 12, Morgan Stanley raised its price target on Arista Networks to $190 from $180 and kept an Overweight rating. Morgan Stanley said Arista and Cisco (CSCO) remain its preferred ways to play "an underappreciated front-end networking refresh cycle," as inference and rising CPU intensity drive a front-end refresh.

Arista Networks, Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, data center, camp

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/jpmorgan-removes-arista-networks-anet-193228800.html)