Evercore ISI upgraded

 Evercore ISI upgraded

 Okta (OKTA) to In Line from Underperform with a price target of $75, up from $65, stating after the company's Q2 report that the firm is "a lot more optimistic" that most of the concerns that were underlying its underperform thesis have either played out or are actively being addressed.

Citi upgraded Arista Networks (ANET) to Buy from Neutral with a price target of $220, up from $177. The firm increased 2024 and 2025 earnings estimates to reflect modestly

 stronger mid-teens sales growth and margin expansion for Arista Networks, and said it expects the November investor day to be a a positive catalyst for the stock.