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Arista Networks expects to make about $18.5 billion in 2027, thanks to growth in AI and campus networking.

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Arista expects 2027 sales of about $18.5 billion, growing 38%–40%, with AI networking sales reaching $7 billion. Expected gross margins of 62%–64% reflect spending on new technology, but the sales growth plan is the stronger signal.

ANET · Arista Networks

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The AI's read

The plan points to stronger demand for Arista's networking products, especially for AI systems and campus networks. Expected gross margins reflect spending on liquid cooling and higher-capacity switching, which may limit profit growth, but the sales expansion is the stronger signal.

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