Arista Networks, Inc.

Arista Networks: AI Networking And EOS Drive Multi-Year Growth

Arista Networks targets at least $3.5 billion in FY2026 AI fabrics revenue and $1.25 billion in campus sales, driven by EOS, CloudVision…

ANET $272B

SA Value Capital Research Sep 15 1 click

Arista Networks Vs. Celestica: The White Box Wins

Celestica’s white-box Ethernet switches gain AI demand, margin expansion and faster growth as Arista Networks holds gross margins near 63%…

ANET $272BCLS $46B

SA Uttam Dey Sep 14 1 click

ANET · long

Arista Networks INC

Arista Networks, at about $150 per share, is a $190 billion data-center networking franchise generating $9.7 billion of LTM revenue with…

ANET 2026-08-20

Arista Networks: Q2 2026 Justifies A Higher Price Target

Arista Networks posted Q2 2026 revenue of $3.036 billion, up 37.7%, with AI fabrics and data-center networking driving higher EPS estimates…

ANET $272B

SA The Curious Analyst Aug 20 1 click

Earnings: Hyperscalers, AMD, ALAB, ANET