Arista Networks Reports Third-Quarter 2026 Financial Results

Arista Networks reported third-quarter 2026 revenue of $3.66 billion, above the FactSet estimate of $3.33 billion, and adjusted EPS of $1.20, versus consensus of $1.08. The company forecast fourth-quarter adjusted EPS of $1.26 to $1.30, exceeding analysts’ $1.15 estimate. Arista attributed its results to strong demand for high-speed networking solutions, particularly in AI and data center infrastructure.