Arista Networks, US0404132054

Arista Networks stock rises 1.4 percent as Q2 growth holds

Published on 10/04/2026 at 12:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arista Networks stock closed at USD 207.35 on October 2, 2026, 3.51 percent below its 52-week high. Q2 revenue reached USD 3.04 billion, up 37.7 percent year over year.

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 stock (ISIN US0404132054) closed at USD 207.35 on the NYSE on October 2, 2026 at 4:00:03 p.m. EDT, up 1.40 percent from the prior close. The move keeps the networking specialist near its USD 214.89 52-week high as investors weigh rapid AI infrastructure growth against a demanding valuation.

Q2 growth sets the tone

According to MarketBeat on October 2, 2026, Arista reported Q2 2026 revenue of USD 3.04 billion, up 37.7 percent from the prior-year quarter. Adjusted earnings per share reached USD 1.02 versus a consensus estimate of USD 0.89, a USD 0.13 beat.

The same report said management guided Q3 2026 adjusted EPS to USD 1.06-1.08 and cited quarterly revenue above analyst expectations. The comparison matters because the company is converting AI networking demand into both higher sales and higher earnings, rather than relying on revenue growth alone.

Analysts see further upside

According to Investing.com, the consensus is Strong Buy across 29 analysts, with an average 12-month price target of USD 242.21. The target lies 16.85 percent above the October 2 reference price of USD 207.35, while the published range runs from USD 190.00 to USD 289.00.

That optimism is balanced by the stock's valuation. Yahoo Finance reported on October 1, 2026 that Bernstein initiated coverage with an Outperform rating and a USD 250 price target, while also highlighting a valuation benchmark of USD 167.03.

Stock remains near yearly high

Arista Networks finished the October 2 session 3.51 percent below its 52-week high of USD 214.89 and 81.06 percent above its 52-week low of USD 114.52. Market capitalization stood at USD 261.1 billion, with 4,113,045 shares traded during the session.

The next reported checkpoint is scheduled for November 2, 2026, according to FXEmpire. For investors, the key test is whether Q3 delivery can support the USD 242.21 consensus target while margins and AI demand remain strong.

Arista Networks stock snapshot

Arista Networks stock closed at USD 207.35 on the NYSE on October 2, 2026, after gaining 1.40 percent that session. The price was 3.51 percent below the 52-week high, leaving earnings execution as the central company-specific measure.