Arista Networks, US0404132054

Erste Group lifts earnings forecast for Arista Networks stock from USD 3.78 to USD 3.79

Published on 10/15/2026 at 10:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Erste Group kept a Buy rating on October 8, 2026. Arista Networks stock costs EUR 170.54 on October 15, 2026 at Lang & Schwarz.

Forecast and operating scale

Erste Group raised its fiscal 2026 earnings forecast from USD 3.78 to USD 3.79 on October 8, 2026.
Arista Networks posted USD 3.04 billion in second-quarter 2026 revenue, up 37.70 percent year over year.
Arista Networks stock traded at EUR 170.54 at 10:43 a.m. CEST at Lang & Schwarz on October 15, 2026.

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Arista Networks (ISIN US0404132054) was trading at EUR 170.54 at Lang & Schwarz on October 15, 2026 at 10:43 a.m. CEST. MarketBeat reported that Erste Group raised its fiscal 2026 earnings forecast from USD 3.78 to USD 3.79 on October 8, 2026, while keeping a Buy rating.

Forecast edges higher

The forecast revision was modest, but it adds to a sequence of elevated expectations around Arista's artificial intelligence networking demand. MarketBeat said the analyst expects USD 4.74 in fiscal 2027 earnings per share, while its reported consensus target for Arista Networks stood at USD 235.45.

The same report put Arista's latest quarterly revenue at USD 3.04 billion, against USD 2.83 billion expected, with year-over-year growth of 37.70 percent. The comparison matters because the company is being valued on continued expansion rather than on a mature networking profile.

What does 40 percent growth mean?

Arista's second-quarter 2026 earnings call described the operating case in numbers. According to Yahoo Finance, management raised its 2026 revenue outlook to USD 12.6 billion, equivalent to 40.00 percent annual growth. It also set a fiscal 2026 operating-margin target of 48.00 percent to 49.00 percent.

For the second quarter of 2026, Arista reported USD 3.04 billion in revenue and USD 1.02 in diluted earnings per share, according to Yahoo Finance. The call also identified USD 9.7 billion in purchase commitments at the end of the quarter, up from USD 8.9 billion in the prior quarter, an operating detail that links the growth plan to supply availability.

Three dated signals for the stock

On August 4, 2026, Arista reported USD 3.04 billion in quarterly revenue and USD 1.02 in diluted earnings per share. On October 8, 2026, Erste Group raised its fiscal 2026 earnings forecast from USD 3.78 to USD 3.79. On October 15, 2026, the Lang & Schwarz quote stood at EUR 170.54.

Next reporting date

Arista is scheduled to announce its third-quarter 2026 financial results on November 3, 2026, according to the company's website. The date gives investors a defined checkpoint for revenue conversion, margins and supply-chain execution.

Stock price and valuation

Arista Networks has a market capitalization of USD 265.8 billion as of October 13, 2026. Its primary listing is on the NYSE under the ticker ANET, and the company operates in technology and computer hardware, with cloud networking and artificial intelligence infrastructure as central product markets.

Arista Networks was trading at EUR 170.54 at Lang & Schwarz on October 15, 2026 at 10:43 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Arista Networks stock.