ANET · News · 20261001N

Guidance and Outlook

Arista Networks, Inc. · 2026-10-01 · Importance 51 · Surprise 60

Arista Networks updated its 2026 revenue outlook, according to the report. The revised outlook emphasizes growth in AI fabrics revenue. The company also maintains strong margin targets as part of its earnings-growth strategy.

Key facts

• Confluence Investment Management LLC acquired 1,678,810 shares of Arista Networks during the third quarter, valued at approximately $341.8 million, representing about 0.13% of Arista Networks. source
• Doliver Advisors LP increased its Arista Networks stake by over 2,000% in Q3 2026, bringing its total holdings to $5.8 million. source
• Arista Networks has an updated 2026 revenue outlook and is focused on AI fabrics revenue and strong margin targets. source
• Jayshree Ullal sold 62,622 shares of Arista Networks on 2026-09-25. source
• The filing values Jayshree Ullal's sale at about $13.24 million based on a weighted average price of $211.3957 (rounded to $211.40). source
• Simply Wall St pegs Arista Networks' fair value at $241.04. source
• Arista Networks' P/E ratio is 63.5x according to Simply Wall St. source