Arista Networks stock posts 37.70 percent Q2 revenue growth
Published on 09/30/2026 at 16:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Arista Networks (ISIN US0404131064) delivered USD 3.04 billion in second-quarter revenue, an increase of 37.70 percent from the prior-year period. The result keeps AI networking demand at the center of the stock story as analysts reassess the company after its August report.
Revenue clears expectations
According to MarketBeat on September 30, 2026, Arista reported quarterly EPS of USD 1.02 against a USD 0.89 consensus estimate. Revenue of USD 3.04 billion also exceeded the USD 2.83 billion analyst expectation.
The comparison is important because the USD 0.13 EPS beat came alongside 37.70 percent year-over-year revenue growth, rather than relying on cost control alone. MarketBeat also reported that Arista set third-quarter 2026 EPS guidance at USD 1.06-1.08.
Bernstein sets USD 250 target
Investor expectations moved higher on September 30, 2026, when Sanford C. Bernstein initiated coverage with an Outperform rating and a USD 250.00 price target, MarketBeat reported. The same report put the average analyst target at USD 231.70 and the consensus rating at Buy.
The counterweight is valuation. The September 30 report cited a 63.91 price-to-earnings ratio and insider sales totaling USD 714.9 million over the prior 90 days, factors that leave execution and sustained AI infrastructure spending central to the investment case.
Market value reaches USD 257.7 billion
Arista Networks had a market capitalization of USD 257.7 billion on September 30, 2026. The NYSE quote was USD 204.62 at 10:19 a.m. EDT, while the 52-week range stood at USD 114.52 to USD 214.89.
Arista Networks stock facts
- Company: Arista Networks, Inc.
- ISIN: US0404131064
- Ticker: ANET
- Primary exchange: NYSE
- Market capitalization: USD 257.7 billion (as of September 30, 2026)
- 52-week range: USD 114.52-214.89 (as of September 30, 2026)
- Sector / Industry: Technology / Computer Hardware
