TD Cowen cuts target for Arista Networks stock to USD 205.00
Published on 10/26/2026 at 16:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTarget cut and earnings date
- TD Cowen lowered its Arista Networks target from USD 250.00 to USD 205.00 on October 20, 2026.
- Second-quarter 2026 revenue reached USD 3.04 billion, up 37.70 percent year over year.
- Arista Networks stock costs EUR 159.35 at Lang & Schwarz on October 26, 2026 at 4:36 p.m. CEST.
- Arista plans to report third-quarter 2026 results on November 3, 2026.
TD Cowen lowered its Arista Networks price target from USD 250.00 to USD 205.00 on October 20, 2026, while keeping a Buy rating, as MarketBeat reported. The revised target sits 14.76 percent above the NYSE quote of USD 178.62 at 11:41 a.m. EDT on October 26, 2026. At Lang & Schwarz, the stock was trading at EUR 159.35 on October 26, 2026 at 4:36 p.m. CEST.
Revenue crossed USD 3 billion
Arista's second-quarter 2026 revenue reached USD 3.04 billion, an increase of 37.70 percent from the same quarter a year earlier. The quarter ended June 30, 2026, and marked the company's first reported quarter above the USD 3 billion threshold, according to the Yahoo Finance transcript.
The same discussion put second-quarter gross margin at 63.40 percent, down from 65.60 percent in the prior-year quarter but up from 62.40 percent in the first quarter. Management also raised its fiscal 2026 revenue outlook to USD 12.60 billion, implying 40.00 percent growth, according to the transcript.
Stock remains below its high
The NYSE quote of USD 178.62 was 17.86 percent below Arista's 52-week high of USD 217.41 and 55.98 percent above its 52-week low of USD 114.52 on October 26, 2026. Market capitalization stood at USD 225.3 billion, while the price-to-earnings ratio was 56.31.
What comes next for results?
Arista has scheduled third-quarter 2026 results for November 3, 2026, after the U.S. market close. The company announced the date on October 6, 2026, saying the quarter ended September 30, 2026, in its Arista Networks release. Management also set the earnings call for 4:30 p.m. ET on the same date.
That calendar date puts the next report ahead of the market's assessment of whether the USD 12.60 billion full-year outlook remains achievable. For the stock, the contrast is clear: second-quarter revenue growth was 37.70 percent, while the latest TD Cowen target is USD 205.00 rather than USD 250.00.
Arista Networks price and outlook
Arista Networks combines strong reported growth with a valuation that leaves little room for weaker execution. The NYSE quote remains below its yearly high, and the November 3 results will provide the next company-specific test of demand for AI and cloud networking.
The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.
Arista Networks market data
- Company: Arista Networks, Inc.
- ISIN: US0404132054
- Ticker: ANET
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 26, 2026, 4:36 p.m. CEST): EUR 159.35
- Market capitalization: USD 225.3 billion (as of October 26, 2026)
- 52-week range: USD 114.52-217.41 (as of October 26, 2026)
- Sector / Industry: Technology / Computer Hardware
- Index membership: S&P 100
- Next earnings date: November 3, 2026
Market context: Market report S&P 500.
