Arista Networks stock: TD Cowen cuts target for Arista Networks stock to USD 205.00
Published on 10/21/2026 at 17:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and reporting date
- TD Cowen cut its Arista Networks target from USD 250.00 to USD 205.00 on October 19, 2026.
- Second-quarter revenue reached USD 3.04 billion, up 37.70 percent year over year.
- Arista Networks stock costs EUR 162.56 at Lang & Schwarz on October 21, 2026 at 5:31 p.m. CEST.
- Arista Networks will publish third-quarter 2026 results on November 3, 2026.
Arista Networks (ISIN US0404132054) is facing a lower valuation benchmark after TD Cowen cut its price target from USD 250.00 to USD 205.00 in a report dated October 19, 2026, while keeping a Buy rating, as MarketBeat reported. The new target is 12.32 percent above the USD 182.52 NYSE price at the latest quoted time on October 21, 2026. At Lang & Schwarz, the stock was trading at EUR 162.56 on October 21, 2026 at 5:31 p.m. CEST.
Target cut meets strong growth
The lower TD Cowen target contrasts with Arista's latest reported quarter. Revenue reached USD 3.04 billion in the second quarter of 2026, up 37.70 percent from the year-earlier period, while earnings per share came to USD 1.02 against USD 0.89 expected, according to MarketBeat. The quarterly net margin was 38.37 percent, giving investors a concrete measure of the profitability supporting the networking company's growth.
Stock position stays wide
Arista's latest USD 182.52 NYSE price sits between a 52-week low of USD 114.52 and a high of USD 217.41. Its market capitalization was USD 230.2 billion and its price-to-earnings ratio was 57.57 on October 21, 2026. Trading volume stood at 2,011,419 shares at the latest quoted time.
Results date sets the next marker
Arista Networks will release results for the quarter ended September 30, 2026 after the U.S. market close on November 3, 2026, with a conference call at 4:30 p.m. ET, according to the company's October 6 release. The company also listed a UBS Global AI and Tech Conference appearance for December 1, 2026.
Comparison with peers
Arista Networks: up 0.74 percent, P/E 57.57, market capitalization USD 230.2 billion.
Cisco Systems (NYSE, USD): up 0.48 percent, P/E 32.20, market capitalization USD 422.7 billion.
Hewlett Packard Enterprise (NYSE, USD): up 2.10 percent, P/E 29.89, market capitalization USD 76.0 billion.
Target cut keeps the price frame central
TD Cowen's revised target is lower than its previous USD 250.00 level, but it remains above the latest NYSE quotation. The next quarterly report on November 3, 2026 will provide the next dated test of revenue growth, earnings and the company's operating outlook.
The stock was trading at EUR 162.56 at Lang & Schwarz on October 21, 2026 at 5:31 p.m. CEST.
The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.
Arista Networks market facts
- Company: Arista Networks, Inc.
- ISIN: US0404132054
- Ticker: ANET
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 21, 2026, 5:31 p.m. CEST): EUR 162.56
- Market capitalization: USD 230.2 billion (as of October 21, 2026)
- 52-week range: USD 114.52-217.41 (as of October 21, 2026)
- Sector / Industry: Information Technology / Communications Equipment
- Index membership: S&P 100
- Next earnings date: November 3, 2026
Market context: Market report S&P 500.
