ANET · News · 20260804N
Guidance / Outlook
Arista Networks, Inc. · 2026-08-04 · Importance 95 · Surprise 92 · In source text
Management raised its full-year 2026 revenue outlook to approximately $12.6 billion, representing about 40% year-over-year growth. Third-quarter 2026 revenue is projected at approximately $3.3 billion, above analyst expectations. The outlook reflects accelerating demand for AI infrastructure, cloud networking, enterprise networking, and data-center switching. Management also raised its 2026 operating-margin target to 48%-49%.
Key facts
- Q3 2026 revenue guidance: approximately $3.3 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Q3 2026 revenue guidance: approximately $3.3 billion. |