Arista Networks, US0404132054

Arista Networks stock trades at EUR 154.74 as Q2 revenue grew 37.70 percent

Published on 10/26/2026 at 11:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arista Networks outlines AI rack designs. Arista Networks stock costs EUR 154.74 on October 26, 2026, 0.22 percent above the Xetra close.

AI networking and earnings

Arista announced Etherlink SU-144 for up to 144 accelerators on October 7, 2026.
Second-quarter revenue reached USD 3.04 billion, up 37.70 percent year over year on August 4, 2026.
Arista Networks stock trades at EUR 154.74 at 11:02 a.m. CET at Lang & Schwarz on October 26, 2026, 0.22 percent above the Xetra close of October 23, 2026.

Rechenzentrum mit blauen LED-Switches und strukturiertem Kabelmanagement — Arista Networks Inc. betreibt hochmoderne Rechenzentren mit leistungsstarken Netzwerk-Switches und ISIN US0404131064, Illustration mit AI erstellt.

Arista Networks (ISIN US0404132054) was trading at EUR 154.74 at Lang & Schwarz on October 26, 2026 at 11:02 a.m. CET, 0.22 percent above the Xetra close of October 23, 2026 at EUR 154.40. The networking company enters its next results date with second-quarter revenue of USD 3.04 billion, up 37.70 percent year over year, according to MarketBeat.

AI racks broaden the story

On October 7, 2026, Arista announced an open Ethernet rack-scale portfolio for scale-up and scale-out artificial intelligence fabrics. The company said its Etherlink SU-144 architecture can connect up to 144 accelerators in one rack and scale to 1,024 accelerators across racks, according to Arista.

The design was developed with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. That gives Arista a broader role in AI infrastructure than a conventional switch supplier, although the announcement describes architectures rather than a customer contract or booked order.

Three dated milestones

Arista reported second-quarter 2026 revenue of USD 3.04 billion on August 4, 2026, with earnings per share of USD 1.02 against a USD 0.89 consensus estimate. On October 6, 2026, the company set November 3, 2026, as the release date for third-quarter results, according to Arista. On October 7, 2026, it presented rack-scale AI fabrics supporting up to 144 accelerators per rack.

What comes next for results?

The next dated event is the third-quarter 2026 results release on November 3, 2026, after US markets close. Arista said its conference call will begin at 4:30 p.m. ET that day, giving investors a defined test for demand, margins and the conversion of AI infrastructure designs into revenue.

Revenue growth meets valuation

MarketBeat reported that Arista's second-quarter earnings per share exceeded consensus by USD 0.13, while third-quarter earnings guidance stood at USD 1.06 to USD 1.08. The same report cited a consensus Buy rating and an average 12-month price target of USD 233.20, alongside valuation and AI-related volatility as risks.

On the NYSE, Arista last traded at USD 172.37 on October 23, 2026 at 4:00 p.m. ET. Its market capitalization was USD 217.4 billion at the finance snapshot, while the 52-week range was USD 114.52 to USD 217.41.

Stock stays near the session level

For investors, the November results date is the next hard checkpoint because the latest reported quarter already showed 37.70 percent revenue growth. The stock was trading at EUR 154.74 at Lang & Schwarz on October 26, 2026 at 11:02 a.m. CET, 0.22 percent above the Xetra close of October 23, 2026 at EUR 154.40. The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.