Arista Networks Sees Record Growth in Q1 2026
Arista Networks (NYSE: ANET) reported a record quarterly revenue of $2.7 billion for Q1 2026, reflecting a 35% year-over-year increase. The company’s adjusted earnings per share (EPS) rose 32% to $0.87. This follows a strong Q4 report in which Arista achieved $2.49 billion in revenue, a year-over-year growth of 29%.
The company anticipates that AI-related sales will more than double to $3.25 billion within the next year and has raised its full-year revenue outlook for 2026 to $11.5 billion, projecting a 28% growth. Arista also maintains an impressive operating margin of 46% to 47% and has netted over $1 billion in quarterly net income for the first time.
Going forward, Arista expects to add new customers contributing over 10% of revenue, aiming for significant upside. Analysts are highly optimistic, with 97% rating the stock as a buy or strong buy, indicating potential further increases in stock price.
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