Arista Networks, US0404132054

Bernstein kept USD 250 target for Arista Networks stock

Published on 10/27/2026 at 10:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arista booked USD 3.04 billion revenue in the second quarter. Arista Networks stock costs EUR 160.27 on October 27, 2026 ahead of November 3 results.

Analyst view and reporting dates

Bernstein analyst Daniel Zhu maintained a USD 250.00 target on October 25, 2026.
Second-quarter revenue reached USD 3.04 billion, up 37.70 percent year over year.
Arista Networks stock trades at EUR 160.27 at 10:35 a.m. CET at Lang & Schwarz on October 27, 2026.
Arista will publish third-quarter results on November 3, 2026.

Arista Networks, US0404132054, Illustration mit AI erstellt.

Arista Networks (ISIN US0404132054) had Bernstein analyst Daniel Zhu maintain a Buy rating and a USD 250.00 price target on October 25, 2026, according to Markets Insider. The call keeps attention on Arista's growth profile before its next quarterly report.

Second-quarter growth sets the bar

Arista generated USD 3.04 billion in revenue and USD 1.21 billion in net profit in the second quarter of 2026. Revenue increased 37.70 percent from USD 2.20 billion in the same quarter of 2025, according to Markets Insider. The finance data for the quarter also puts diluted earnings per share at USD 0.95 and the operating margin at 45.00 percent.

The latest analyst backdrop is mixed in direction but still centered on high expectations. MarketBeat reported that TD Cowen cut its target from USD 250.00 to USD 205.00 on October 20, 2026, while retaining a Buy rating. Bernstein's USD 250.00 target therefore sits USD 45.00 above TD Cowen's revised level.

Three dated analyst signals

On October 20, 2026, TD Cowen lowered its target from USD 250.00 to USD 205.00, according to MarketBeat. On October 23, 2026, Bank of America Securities maintained a Buy rating with a USD 240.00 target, as Markets Insider reported. On October 25, 2026, Bernstein maintained its Buy rating and USD 250.00 target.

What does the target reset mean?

The spread between TD Cowen's USD 205.00 target and Bernstein's USD 250.00 target is USD 45.00. That gap makes the November report important because the second-quarter comparison already showed 37.70 percent year-over-year revenue growth.

Results date is set

Arista will release results for the quarter ended September 30, 2026, after U.S. markets close on November 3, 2026, according to the company's Arista Networks. The company also scheduled a conference call for 4:30 p.m. ET that day. Its next listed investor event is the UBS Global AI and Tech Conference on December 1, 2026.

Stock before the November report

For investors, the key test is whether Arista can sustain the second-quarter combination of USD 3.04 billion revenue and a 45.00 percent operating margin through the September quarter.

Arista Networks stock was trading at EUR 160.27 at Lang & Schwarz on October 27, 2026 at 10:35 a.m. CET. The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.