ANET · News · 20260804N
Guidance and Outlook
Arista Networks, Inc. · 2026-08-04 · Importance 95 · Surprise 92 · In source text
Arista Networks forecast Q3 2026 revenue of approximately $3.3 billion, above Wall Street expectations. The company raised its full-year 2026 revenue outlook to approximately $12.6 billion, representing roughly 40% year-over-year growth. Management lifted the full-year outlook from a prior 28% growth expectation as supply gains unlocked shipments across AI, data center, campus, and routing products. Q3 non-GAAP diluted EPS guidance was $1.06 to $1.08.
Key facts
- Q3 2026 non-GAAP diluted EPS guidance: between $1.06 and $1.08. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | unclear | probable | — | Q3 2026 non-GAAP diluted EPS guidance: between $1.06 and $1.08. |