ANET · News · 20260909N

Guidance and Outlook

Arista Networks, Inc. · 2026-09-09 · Importance 75 · Surprise 60 · Contradicted

Arista Networks is targeting $12.6 billion of revenue by 2026, supported by AI, campus, and cloud networking growth. Management expects AI revenue of approximately $3.5 billion and campus revenue above $1.25 billion. The company expects to maintain its gross-margin outlook despite supply chain challenges and is investing across its networking portfolio, supply chain visibility, and EOS software platform.

Key facts

• Arista is expected to report $3.31 billion in revenue for its upcoming release. source
• Arista is set to join the S&P 500. source
• Arista said it is maintaining its gross-margin outlook despite supply chain challenges. source
• Arista is expected to report earnings of $1.06 per share for its upcoming release. source
• Goldman Sachs initiated coverage of Arista Networks with a "Buy" rating and set a price target of $225. source
• Arista Networks closed down 1.04% at $192.93. source
• Arista holds a Zacks Rank of #2 (Buy). source

Impact estimates