Arista Networks, US0404132054

Sanford Bernstein sets USD 250.00 target for Arista Networks stock

Published on 10/14/2026 at 14:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Erste Group lifted its 2026 earnings forecast to USD 3.79 on October 8, 2026. Arista Networks stock costs EUR 181.98 on October 14, 2026.

Analyst target and reporting date

Sanford C. Bernstein set a USD 250.00 target for Arista Networks stock on September 30, 2026.
Erste Group lifted its fiscal 2026 earnings per share forecast to USD 3.79 from USD 3.78 on October 8, 2026.
Arista Networks stock costs EUR 181.98 at Lang & Schwarz on October 14, 2026 at 2:15 p.m. CEST.
Arista Networks will report third-quarter 2026 results on November 3, 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.

Sanford C. Bernstein started coverage of Arista Networks with an Outperform rating and a USD 250.00 target on September 30, 2026, according to MarketBeat. The target is 22.24 percent above the USD 204.52 NYSE price cited for October 13, 2026, using the same currency for the comparison.

At Lang & Schwarz, Arista Networks stock was trading at EUR 181.98 on October 14, 2026 at 2:15 p.m. CEST.

Erste Group lifts forecast

Erste Group raised its fiscal 2026 earnings per share forecast to USD 3.79 from USD 3.78 and maintained a Buy rating in a report dated October 8, 2026, MarketBeat reported. The 0.26 percent increase is small, but it places the forecast alongside a valuation that remains materially higher than many established networking peers.

Revenue growth stays elevated

Arista reported USD 3.04 billion of revenue in the second quarter of 2026, up 37.70 percent from the year-ago quarter, while GAAP net income reached USD 1.21 billion, according to Zacks. The same report said third-quarter 2026 revenue guidance was USD 3.30 billion and non-GAAP operating-margin guidance was 48.00 to 49.00 percent.

Stock range and valuation

The NYSE quotation stood at USD 204.52 on October 13, 2026, within a 52-week range of USD 114.52 to USD 217.41. Arista's USD 257.5 billion market capitalization and 64.52 price-to-earnings ratio show why earnings growth remains central to the stock's valuation.

Arista's second-quarter revenue growth is the key counterweight to that valuation. A 37.70 percent year-over-year increase offers a stronger operating comparison than the modest 0.26 percent revision to the fiscal 2026 earnings forecast.

Comparison with peers

Arista Networks (NYSE, USD): P/E 64.52, market capitalization USD 257.5 billion.

Cisco Systems (NYSE, USD): minus 0.23 percent, P/E 34.56, market capitalization USD 453.5 billion.

Hewlett Packard Enterprise (NYSE, USD): minus 2.18 percent, P/E 35.83, market capitalization USD 91.1 billion.

Next results date

Arista will release results for the quarter ended September 30, 2026, after the U.S. market close on November 3, 2026, according to the company's October 6, 2026 release. Management scheduled its conference call for 4:30 p.m. ET that day.

Trading price at Lang & Schwarz

Arista Networks stock was trading at EUR 181.98 at Lang & Schwarz on October 14, 2026 at 2:15 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.