Arista outlines 27.7% 2026 revenue growth to $11.5B while targeting $3.5B in AI fabric sales (NYSE:ANET)

Arista outlines 27.7% 2026 revenue growth to $11.5B while targeting $3.5B in AI fabric sales (NYSE:ANET)

Arista Networks (ANET) Q1 2026 earnings call recap: raised 2026 outlook to 27.7% growth and $3.5B AI fabric amid supply constraints—read now.

Supply constraints, optical advances dominate Arista's Q1

It’s mostly good news for Arista Networks, which reported total first-quarter revenue of $2.71 billion, up 35.1% compared to the year-ago quarter. The vendor raised its forecasted growth to 27.7%, aiming now for full-year 2026 revenue of $11.5 billion. Arista also raised its AI revenue target to $3.5 billion, effectively saying it would double its AI sales this year. Less positive is the supply-chain pressure, as networking components – memory, …

Arista Networks, Inc. Reports First Quarter 2026 Financial Results