Arista Networks Provides 2027 Financial Outlook and AI Growth Targets

Arista Networks forecast 2027 revenue of approximately $18.5 billion, up 38% to 40%. It targets $7 billion in AI networking revenue, double its 2026 target of $3.5 billion, and expects campus networking revenue to grow 60% to about $2 billion. The company projected 2027 non-GAAP gross margins of 62% to 64%, citing continued R&D investment in liquid cooling and higher-radix switching technologies.