Arista Networks Inc

ANET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arista Earnings: Take the Opportunity to Buy in After a Lighter Beat-and-Raise Than Usual

William Kerwin

May 6, 2026

Arista Networks' first-quarter revenue and operating margin came in ahead of guidance, and management raised its full-year outlook for total revenue and artificial intelligence revenue. Shares dropped 13% after hours, likely due to full-year guidance missing even stronger expectations.

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Arista Networks Inc

Arista Earnings: Take the Opportunity to Buy in After a Lighter Beat-and-Raise Than Usual

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