Arista Networks Inc

ANET: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arista Networks Earnings: Supply Upside Drives a Big Raise to Guidance

William Kerwin

Aug 5, 2026

Arista Networks' second-quarter results handily beat guidance, and management raised its full-year revenue guide by 10%. Sales rose 38% year over year to $3.06 billion, and 2026 guidance now sits at $12.6 billion (up from $11.5 billion), representing 40% growth.

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Arista Networks Inc

Arista Networks Earnings: Supply Upside Drives a Big Raise to Guidance

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