JPMorgan Removes Arista Networks from Equity Focus List

Analyst

โดย Insider Monkey·Read original

Summary · why it matters

JPMorgan removed Arista Networks from its Equity Focus List on June 23, 2026, following a transfer of coverage, though the stock retains an Overweight rating. The removal was part of a coverage transfer that also saw Amphenol dropped from the list. Separately, KeyBanc raised its price target on Arista to $200 from $178 on June 18, citing exceptional demand driven by XPU and inference catalysts, while Morgan Stanley lifted its target to $190 from $180 on June 12, highlighting an underappreciated front-end networking refresh cycle.