** Shares of cloud networking firm Arista Networks rise more than 1.5% to $84.8 in early trading
** J.P. Morgan adds co to its Analyst Focus List
** Brokerage says there is limited materiality to concerns about aggregate AI spending from cloud customers as well as company-specific concerns in relation to share loss to White box companies
** White box solutions refer to non-branded switches available off the shelf
** Brokerage rates co "overweight" with PT of $140
** Last month, co forecast first-quarter revenue above Wall Street estimates
** Twenty of 24 brokerages rate stock "buy" or higher, three "hold", one "sell"; median PT is $119.75 - data compiled by LSEG
** Stock down ~24.5% YTD as of last close; it rose more than 87.7% in 2024
(Reporting by Ateev Bhandari in Bengaluru)
((Ateev.Bhandari@thomsonreuters.com;))
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