ANET · News · 20260915N
Guidance and Outlook
Arista Networks, Inc. · 2026-09-15 · Importance 75 · Surprise 60 · In source text
Arista Networks is targeting at least $3.5 billion in AI fabrics revenue for fiscal 2026, reflecting expected demand for scale-across AI networking architectures. The company is also targeting $1.25 billion in campus sales for fiscal 2026 as campus and enterprise networking become an additional growth vector. Arista is broadening its Etherlink customer base and using its EOS and CloudVision platforms to support AI networking and campus expansion.
Key facts
- ANET aiming for $1.25B in campus sales for FY26. source
- A break above $200.25 for Arista Networks could confirm a bull flag targeting $225.30 and $258.30. source
- Arista Networks (ANET) reached $192.35 at the closing of the latest trading day, reflecting a +2.42% change compared to its last close. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | ANET aiming for $1.25B in campus sales for FY26. |