ANET · News · 20260808N

Guidance and Outlook

Arista Networks, Inc. · 2026-08-08 · Importance 95 · Surprise 92

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

• Company said it raised 2026 revenue growth guidance from 28% to 40% year-over-year. source