• Arista Networks reported stronger-than-expected Q1 2026 results, with revenue of $2.71 billion beating estimates and EPS of $0.87 topping forecasts.
  • The company raised its full-year 2026 revenue outlook to $11.5 billion and increased its AI networking revenue target to $3.5 billion, driven by robust AI demand.
  • Arista Networks also unveiled new 1.6T AI-focused networking platforms for data centers, reinforcing its position in the AI infrastructure market.