ANET · News · 20261022N
Guidance and Outlook
Arista Networks, Inc. · 2026-10-22 · Importance 75 · Surprise 60 · In source text
Arista Networks has raised its fiscal 2026 sales outlook to $12.6 billion. Management is targeting at least $3.5 billion of AI-fabric revenue in 2026. The company is scheduled to report third-quarter results on November 3, 2026, with investors watching for a further outlook increase and updates on its October rack-scale Ethernet launch and 1.6T platforms planned for production in 2027.
Key facts
- Arista has raised its 2026 sales outlook to $12.6 billion. source
- Arista is heading into its Q3 earnings report on November 3rd. source
- The stock is 21.31% below its 52-week high reached on October 9th. source
- Management anticipates continued expansion for fiscal 2026. source
- Of the 27 recommendations, 23 are Strong Buy and three are Buy. source
- Strong Buy recommendations account for 85.2% and Buy recommendations account for 11.1% of all 27 recommendations. source
- Arista Networks has a market capitalization of $237 billion. source
- Shares of Arista Networks dropped 7.19% on Thursday, closing at $171.07. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Arista has raised its 2026 sales outlook to $12.6 billion. |