Arista Networks, Inc. (NYSE:ANET) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The stock more than doubled, up 126.14% from a year ago, while it registered a 20.52% increase year-to-date. On April 16, Arista Networks received an increased price target from JPMorgan to $200 from $190, as well as a retained overweight rating on its shares. JPMorgan expects AI infrastructure investments across servers, switches, copper interconnects, and optics to drive upside for AI-levered suppliers in the first quarter.
Earlier, on April 7, Rosenblatt analyst Mike Genovese upgraded Arista Networks to Buy from Neutral with a price target of $180, up from $165, based on increased confidence in ANET’s XPO strategy, referring to the recently launched liquid-cooled optics module designed to support AI networking, including scale-up, scale-out, scale-across, and metro reach fabrics.
In March, the company announced the formation of a multi-source agreement (MSA) for XPO, a revolutionary 12.8 Tbps liquid-cooled optics module that supports a front panel density of 204.8 Tbps per open compute rack unit, a 4X improvement compared to 1600G-OSFP optics.
Arista Networks Chief Architect Andreas Bechtolsheim said the unprecedented growth in AI fabric bandwidth and the transition to liquid cooling require a new generation of pluggable optics modules.
“XPO solves this challenge by providing fundamental improvements in density, cooling capability and reliability for pluggable optics modules,” Bechtolsheim said.
In 2025, the company reported $9.006 billion in revenues, an increase of 28.6 percent compared to the previous year, noting that it had surpassed its AI networking and campus expansion goals.
Arista Networks, Inc. (NYSE:ANET) is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments.
While we acknowledge the potential of ANET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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