Arista Networks will report Q4 2025 earnings on February 12, 2026. Piper Sandler recently upgraded the stock to Overweight and raised its price target to $159 from $145, citing a positive outlook for 2026. The stock has shown recent price weakness but received a Relative Strength Rating upgrade, indicating improving technical performance. The company is highlighted as a high-ROE, cash-efficient performer and a leader in data center infrastructure with a software-driven edge.