US · Technology · Computer Hardware
EPS came in at 0.95 against a street estimate of 0.80 — a beat of 18.7%.
Analysts rate Arista Networks a strong buy (29 buy, 1 hold, 0 sell out of 30) with an average price target of $241.04.
CONFIDENT Arista crushed Q2 with $3B revenue (first time), 37.7% YoY growth, and 49.9% operating margin. Raised FY26 guide to $12.6B (40% growth), above May projection. Supply chain improving; AI fabrics momentum strong at 100+ customers. Q2 FY26 International revenue surged to 23% of total, representing strong global customer adoption and geographic diversification. Analysts pressed on white-box vs. integrated EOS (Arista wins on complexity/reliability), 10%+ customer adds (forthcoming but flexible), and scale-across concentration (currently cloud/AI titans, expanding to Neoclouds). Management emphasized system-wide differentiation, execution flexibility, and persistent industry scarcity through 2028. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.29% |
| Vanguard Capital Management, LLC | 5.41% |
| FMR Inc | 4.15% |
| State Street Corp | 3.71% |
| T. Rowe Price Associates, Inc. | 2.32% |
| Geode Capital Management, LLC | 2.16% |
| Vanguard Portfolio Management, LLC | 2.05% |
| Cresset Asset Management, LLC | 1.64% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ARISTA NETWORKS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $3,035.7 million (Q2 2025: $2,204.8 million) — up 37.7% year-over-y | 2026-08-05 |
| Results announced · Q3 2026 ARISTA NETWORKS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $3.036 billion in Q2 2026, up 37.7% year-over-year and up 12.1% sequentially—fi | 2026-08-04 |
| Shareholder vote results · Q2 2026 ARISTA NETWORKS, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Annual Meeting Date: Stockholder meeting held May 29, 2026 • Three Director Electio | 2026-06-02 |
| Quarterly report · Q1 2026 ARISTA NETWORKS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $2,709.0 million (up 35% vs Q1 2025: $2,004.8 million) - Pr | 2026-05-06 |
| Results announced · Q2 2026 ARISTA NETWORKS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $2.709 billion in Q1 2026, up 35.1% year-over-year and 8.9% sequentially from Q | 2026-05-05 |
| Proxy statement · Q2 2026 ARISTA NETWORKS, INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGE • Jayshree Ullal (CEO & Chairperson) total compensation for fiscal 2025: e | 2026-04-16 |
| Annual report FY2025 ARISTA NETWORKS, INC. — FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: Approximately $105.6 billion as of June 30, | 2026-02-17 |
| Results announced · Q1 2026 ARISTA NETWORKS, INC. - Q4 2025 EARNINGS SUMMARY HEADLINE NUMBERS • Full Year 2025 Revenue: $9.006 billion, up 28.6% from $7.003 billion in 2024 • Q | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 4 : 1 effective Dec 4, 2024 | 2024-12-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Arista Networks — free to start.
Google PlayApp StoreData updated 2026-09-18.