Arista Networks Inc

ANET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arista Earnings: AI Keeps the Beat-and-Raises Coming and Gives Investors Opportunity

William Kerwin

Feb 13, 2026

Arista Networks' fourth-quarter results beat guidance, and the firm raised its 2026 outlook to $11.25 billion in sales (25% growth), up from $10.65 billion. Management also raised its 2026 artificial intelligence revenue guidance to $3.25 billion (more than 100% growth), up from $2.75 billion.

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Arista Networks Inc

Arista Earnings: AI Keeps the Beat-and-Raises Coming and Gives Investors Opportunity

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