ANET Arista Networks, Inc.
Price Chart
Executive Summary
Arista Networks reported Q1 2026 revenue of $2.709B (+35.1% YoY) and GAAP EPS of $0.80, beating consensus of $0.72 by 11%. The company guided Q2 2026 revenue to ~$2.8B and non-GAAP EPS of ~$0.88, signaling sustained momentum in AI networking.
Key Financial Metrics
Actionable Insight
Strong quarter with accelerating revenue growth and raised guidance suggests continued AI networking tailwinds. Monitor for potential tariff/supply chain impacts and next quarter's deferred revenue trends for visibility.
Key Facts
- Q1 2026 revenue $2.709B, +35.1% YoY
- GAAP diluted EPS $0.80 vs consensus $0.72 (beat 11%)
- Non-GAAP diluted EPS $0.87
- Operating cash flow $1.69B
- Q2 2026 guidance: revenue ~$2.8B, non-GAAP EPS ~$0.88
- GAAP operating margin 42.7%, non-GAAP 47.8%
Financial Impact
Revenue beat undisclosed consensus by ~3.4% ($2.709B vs estimated $2.62B for prior quarter; Q1 consensus not provided); EPS beat consensus $0.72 by 11.1%
Risk Factors
- Dependence on single merchant silicon vendor
- Exposure to U.S.-China trade tensions and tariffs
- Supply chain constraints for key components
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001596532-26-000074 |
| Document: anet-20260505.htm | 0001596532-26-000074 |
| Document: 0001596532-26-000074-index-headers.html | 0001596532-26-000074 |
| Document: 0001596532-26-000074-index.html | 0001596532-26-000074 |
| Document: 0001596532-26-000074.txt | 0001596532-26-000074 |
| 8-K Data (Synthetic) | 0001596532-26-000074 |
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Jun 9, 2026
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| $152.53 awaiting T+1 | awaiting T+1 | — | $163.24 (+7.02%) |
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Jun 8, 2026
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| $156.99 awaiting T+1 | awaiting T+1 | — | $163.24 (+3.98%) |
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Jun 5, 2026
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| $153.06 awaiting T+1 | awaiting T+1 | — | $163.24 (+6.65%) |
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| $159.46 awaiting T+1 | awaiting T+1 | — | $163.24 (+2.37%) |
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Jun 3, 2026
9d ago
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| $166.01 $154.27 | ▼ −7.07% | ▼ −4.47% | $163.24 (−1.67%) |
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May 28, 2026
15d ago
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| $159.47 $170.68 | ▲ +7.03% | ▲ +6.77% | $163.24 (+2.36%) |
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May 28, 2026
15d ago
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| $159.47 $170.68 | ▲ +7.03% | ▲ +6.77% | $163.24 (+2.36%) |
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May 27, 2026
16d ago
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| $155.27 $159.47 | ▲ +2.71% | ▲ +2.47% | $163.24 (+5.13%) |
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May 26, 2026
17d ago
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| $154.31 $155.27 | ▲ +0.62% | ▲ +0.07% | $163.24 (+5.79%) |
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May 26, 2026
17d ago
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144
| $154.31 $155.27 | ▲ +0.62% | ▲ +0.07% | $163.24 (+5.79%) |
US Market Status
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