Arista Networks, US0404132054

Bernstein starts Arista coverage with USD 250.00 target for Arista Networks stock

Published on 10/02/2026 at 15:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein set Outperform and a USD 250.00 target on September 30, 2026. Arista Networks stock costs EUR 185.89 on October 2, 2026 versus EUR 182.82.

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 185.89 at Lang & Schwarz on October 2, 2026 at 3:04 p.m. CEST, up 1.68 percent versus the prior close of EUR 182.82. Bernstein began coverage on September 30, 2026 with an Outperform rating and a USD 250.00 price target, giving the stock a fresh Wall Street growth narrative.

Bernstein targets USD 250.00

According to Aktiencheck on September 30, 2026, analyst Daniel Zhu initiated Bernstein coverage with the Outperform rating and USD 250.00 target. The target lies 22.80 percent above the NYSE close of USD 203.59 on September 30, 2026, calculated from the two values reported in the coverage note.

The thesis centers on networking demand inside artificial intelligence data centers. Arista supplies Ethernet switching, routing and network software for cloud, data center and enterprise customers, making infrastructure spending a direct driver of its addressable market.

Q2 revenue reached USD 3.04 billion

MarketBeat reported that Arista's second-quarter 2026 revenue was USD 3.04 billion, versus USD 2.83 billion expected, while adjusted earnings per share reached USD 1.02 against a USD 0.89 consensus estimate. Revenue increased 37.70 percent from the same quarter a year earlier.

The same report said Arista set third-quarter 2026 adjusted earnings-per-share guidance at USD 1.06 to USD 1.08. That outlook places the next quarter's midpoint 5.88 percent above the second-quarter adjusted earnings per share of USD 1.02, although supply costs and customer concentration remain important variables for the valuation.

Stock remains below its yearly high

Arista's market capitalization was USD 257.5 billion on October 1, 2026. The primary-market 52-week range was USD 114.52 to USD 214.89, leaving the latest primary-market quote below the upper boundary while the euro quote remained tied to Lang & Schwarz.

At Lang & Schwarz, Arista Networks stock was trading at EUR 185.89 on October 2, 2026 at 3:04 p.m. CEST, versus the EUR 182.82 prior close dated October 1, 2026, a gain of 1.68 percent. The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.