On May 26, Arista Networks rose 3.21% in pre-market trading, trading at $158.95/share, with trading volume of approximately $3.61 million, extending its recent rebound momentum.

On the news front, Wall Street firm Evercore maintained Arista Networks on its Top Picks list with an Outperform rating, reaffirmed a $200 target price, and issued a $300 bull case target — implying potential upside of nearly 100% from current levels. The core thesis centers on surging demand for high-speed interconnection driven by the AI data center construction boom. The bullish sentiment follows Arista's strong Q1 earnings, where revenue and EPS beat expectations, full-year revenue guidance was raised, and the AI business revenue target was significantly elevated to $3.5 billion, signaling a potential doubling of AI sales. Arista's AI-driven infrastructure solutions, including its XPO high-density liquid-cooled pluggable optics and 7800 AI backbone architecture, position the company as a critical enabler of large-scale AI cluster networking regardless of whether NVIDIA GPUs, AMD GPUs, or custom AI ASICs dominate.

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