Goldman Sachs assigns a "Buy" rating to Arista Networks (ANET.US) with a target price of $225.

According to Golden Finance APP, Goldman Sachs has released a research report assigning Arista Networks (ANET.US) a "Buy" rating, with a 12-month target price of $225, based on a projected 36x NTM+1Y price-to-earnings ratio. Based on the closing price of $193.78 on September 4, this implies an upside potential of 16.1%. The bank noted that the company reaffirmed its revenue and profit margin guidance for 2026, primarily supported by improved supply chain visibility and demand in two strategic focus areas: AI infrastructure and enterprise campus deployment.