Arista Networks, US0404132054

Arista Networks stock: BNP Paribas lifted target from USD 248 to USD 290 for Arista Networks stock

Published on 10/23/2026 at 16:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue hit USD 3.04 billion in the second quarter, up 37.70 percent year over year. Arista Networks stock costs EUR 154.14 on October 23, 2026.

Analyst target and quarterly growth

BNP Paribas lifted its Arista Networks target from USD 248.00 to USD 290.00 on October 14, 2026.
Second-quarter revenue reached USD 3.04 billion, up 37.70 percent year over year.
Arista Networks stock costs EUR 154.14 at Lang & Schwarz on October 23, 2026 at 4:03 p.m. CEST.

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BNP Paribas lifted its Arista Networks target from USD 248.00 to USD 290.00 in an analyst update dated October 14, 2026, according to MarketScreener. Arista Networks stock was trading at EUR 154.14 at Lang & Schwarz on October 23, 2026 at 4:03 p.m. CEST.

Target remains above the market

The BNP Paribas target is 68.79 percent above Arista Networks stock at the current euro quotation, using the same-currency comparison in USD only for the analyst target and the NYSE price context. The target change itself marked a rise from USD 248.00 to USD 290.00, while the most recent analyst table also listed TD Cowen at USD 205.00 after its October 19, 2026 reduction.

Revenue growth stays measurable

Arista reported USD 3.04 billion in revenue for the second quarter of 2026, an increase of 37.70 percent from the second quarter of 2025. Yahoo Finance said the company produced a 43.10 percent operating margin over the latest four fiscal quarters, compared with 14.10 percent for Ciena. Arista also traded at a price-to-earnings ratio of 57.40, below Ciena's 78.40 in that comparison.

November 3 results date

Arista has scheduled its third-quarter 2026 results for November 3, 2026, after the U.S. market close. The company will discuss the results on a call at 4:30 p.m. ET, according to its Arista Networks announcement dated October 6, 2026. The company had also guided for third-quarter revenue of about USD 3.30 billion and adjusted diluted earnings per share of USD 1.06 to USD 1.08 after its second-quarter report.

NYSE valuation in context

On the NYSE, Arista last traded at USD 172.02 on October 23, 2026 at 10:11 a.m. EDT. Its market capitalization was USD 217.0 billion, with a price-to-earnings ratio of 54.39 and a 52-week range of USD 114.52 to USD 217.41. The current NYSE quotation therefore stood 20.91 percent below its 52-week high.

Investor dates and valuation

The upcoming results date is the next concrete company event. For investors, the central test is whether third-quarter revenue can approach the USD 3.30 billion outlook while the company preserves the operating margin that distinguished it from Ciena in the latest comparison.

Stock price and outlook

Arista Networks combines a recent USD 290.00 analyst target with second-quarter revenue growth of 37.70 percent and a scheduled November 3, 2026 results release. Its NYSE valuation remains higher than Ciena's despite the latter's higher latest-four-quarter revenue growth.

The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.