Arista NetworksMarkets2026-11-05
Arista Revenue Up 58.5% to $3.66B, Fastest Since IPO
Arista Networks' Q3 2026 revenue was $3.66B, up 58.5% from $2.31B a year earlier, its highest year-over-year growth since its 2014 IPO; non-GAAP EPS was $1.20 (Arista Networks release). The Q4 revenue guide is $3.9B to $4.0B (Arista Networks release), vs a $3.33B Q3 revenue estimate it beat (SiliconANGLE). On the earnings call Arista guided 2027 revenue to about $18.5B, with AI networking (AI fabrics) doubling to about $7B (Morningstar, Seeking Alpha).
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- Primaryhttps://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2026/Arista-Networks-Inc--Reports-Third-Quarter-2026-Financial-Results/default.aspx
- Alsohttps://www.morningstar.com/company-reports/1507700-arista-earnings-long-live-high-speed-networking-growth
- Alsohttps://siliconangle.com/2026/11/03/supermicro-and-arista-networks-crush-wall-streets-expectations-as-ai-infrastructure-wins-again/
- Alsohttps://seekingalpha.com/news/4664443-arista-forecasts-18_5b-fy-2027-revenue-amid-38-percentminus-40-percent-growth-outlook-and-7b
- Alsohttps://www.tradingkey.com/news/transcripts/262270390-