异动解读｜Arista Networks盘中上涨3.34%，机构密集上调目标价叠加通信设备板块回暖

行情直击08-21

8月21日，Arista Networks盘中上涨3.34%，报187.341美元/股，成交额2.82亿美元。此前连续两日累计下跌近7%后，股价迎来修复性反弹。

消息面上，多家机构近期密集上调目标价提供支撑。President Capital将目标价从180美元大幅上调至238美元，维持买入评级；此前BNP Paribas上调至248美元、Evercore ISI上调至250美元、Morgan Stanley上调至220美元，当前分析师平均目标价约250美元，较现价存在显著上行空间。基本面方面，公司二季度营收30.4亿美元、调整后EPS为1.02美元，分别超预期7.7%和14.6%，并上调三季度指引至33亿美元。此外，通信设备板块今日回暖，Lumentum涨2.37%、思科涨1.12%，行业情绪好转助推个股反弹。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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