异动解读｜Arista Networks盘中上涨3.09%，Q2财报大超预期叠加多家机构上调目标价

行情直击08-11 22:14

8月11日，Arista Networks盘中上涨3.09%，报197.43美元/股，成交额1.97亿美元。

消息面上，公司Q2财报大幅超预期后持续获得机构看好。BNP Paribas最新将目标价由200美元上调至248美元，维持"跑赢大市"评级；此前Evercore ISI已上调至250美元，摩根士丹利上调至220美元。当前分析师平均目标价为246.76美元，评级共识为"买入"。基本面方面，公司Q2营收30.4亿美元，同比增长37.7%，大幅超出市场预期的28.18亿美元；调整后EPS为1.02美元，超预期14.6%。Q3指引同样亮眼，预计营收约33亿美元，远高于市场预期的29.4亿美元。UBS认为公司上调后的全年增长展望仍偏保守，AI相关需求持续强劲。

（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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