ANET · News · 20260923N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-09-23 · Importance 57 · Surprise 38

Arista Networks reported Q2 revenue growth of 37.7% year over year. Q2 earnings exceeded analyst estimates, with EPS of $1.02. The reported results were associated with increasing AI data-center demand, although no segment or geographic revenue breakdown was provided.

Key facts

• Envestnet Asset Management Inc. increased its stake in Arista Networks by 199% in the second quarter and now owns 9.63 million shares valued at approximately $1.64 billion. source
• Insiders of Arista Networks made sales totaling $736.9 million over the past three months. source
• Arista Networks reported Q2 EPS of $1.02, exceeding analyst estimates, and revenue was up 37.7% year-over-year. source
• Institutional investors collectively hold 82.47% of Arista Networks. source
• The SGA U.S. LCG Portfolio's recent purchases include Arista Networks. source
• Arista Networks's current P/E ratio is 64x. source