Arista Q2 results, Q3 guidance likely to beat expectations, says Wells Fargo Wells Fargo is upbeat on the outlook for Arista Networks' Q2 results and Q3 guidance after its checks indicated that the company is benefiting from strong data center spending. The firm thinks the results will increase investors' confidence in the name. It keeps an Outperform rating on the shares.
Investors should weigh waiting for better Arista entry point, says Pacific Crest Pacific Crest says that Arista's (ANET) new Cloudvision software should have only a minor impact on its 2H15 results. The firm recommends that investors consider waiting for a lower entry point before buying the stock. The firm thinks that such an entry point could materialize during the company's trial versus Cisco (CSCO) this summer. It keeps an $88 price target and Overweight rating on Arista..