Needham lifted its price target on Arista Networks (NYSE:ANET) to $160 from$155 while maintaining a Buy rating. The firm said Arista’s Analyst Day highlighted a compelling long-term vision, including new AI and cloud-focused initiatives targeting both white-box providers and Nvidia, as well as fresh investments in enterprise campus networking aimed directly at Cisco. Analysts also praised recent senior management hires, viewing them as capable of accelerating change and expansion. Proprietary checks indica ...