Arista Networks shared its Q3 2026 earnings, showing record sales of $3.66 billion, up 58.5% from last year.

Nov 3, 2026, 5:53 PM ETResultsRead the original at Benzinga

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Arista Networks reported $3.66 billion in third-quarter sales and raised its 2026 revenue forecast to $13.3 billion. Expected growth and AI demand outweigh supply constraints, pointing to stronger prospects.

ANET · Arista Networks

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Demand for AI networking and campus products gives Arista’s sales growth a clear business driver. Management also expects 2027 sales growth of 38% to 40%, and reported 64% gross margins and $14.4 billion in cash. Supply constraints remain, but management expects its supply chain and partners to help meet demand.

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