Arista Networks, US0404132054

Arista Networks stock gets stronger AI outlook after record Q3

Published on 11/07/2026 at 10:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arista Networks stock follows a record third quarter and a stronger AI growth outlook. Management raised its annual revenue expectations.

AI outlook strengthens after record quarter

Arista reported record third-quarter revenue growth and profitability on November 3.
Management lifted its 2026 revenue outlook and introduced an ambitious 2027 revenue target.
Artificial-intelligence networking remains the central growth driver as cloud customers expand infrastructure.

Arista Networks, US0404132054, Illustration mit AI erstellt.

Arista Networks reported a record third quarter on Tuesday, November 3, with revenue growth accelerating as cloud customers continued investing in artificial-intelligence infrastructure. The company also raised its full-year outlook and introduced a substantially higher revenue target for 2027.

According to Yahoo Finance, Arista generated third-quarter revenue of 3.66 billion US dollars, up 58.5 percent from a year earlier. Adjusted earnings per share reached 1.20 US dollars, ahead of the 1.08 US dollar analyst consensus cited in the report.

Higher targets extend the growth case

Arista raised its 2026 revenue outlook to 13.3 billion US dollars. The company also introduced an initial 2027 revenue forecast of approximately 18.5 billion US dollars, above the analyst expectation cited by Yahoo Finance.

The longer-term outlook highlights artificial-intelligence networking as a major expansion area. Arista expects its AI fabrics revenue to approximately double to 7 billion US dollars in 2027, while cognitive campus revenue is projected to grow about 60 percent to around 2 billion US dollars, according to the report.

Arista Networks stock traded at 153.24 euros on Lang & Schwarz at 10:35 CET on Saturday, November 7. The real-time quote of Arista Networks stock is available here.