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.
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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
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
Investment Themes
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 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $199.59 $199.39 | ▼ −0.10% | ▲ +0.12% | $207.40 (+3.91%) |
Sep 3, 2026 28d ago | Insider Cluster | $193.78 $187.81 | ▼ −3.08% | ▼ −1.87% | $207.40 (+7.03%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $207.40 (+9.58%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $207.40 (+9.58%) |
Aug 27, 2026 5w ago | Insider Cluster | $195.38 $193.78 | ▼ −0.82% | ▼ −0.93% | $207.40 (+6.15%) |
Aug 25, 2026 5w ago | Insider Cluster | $202.25 $186.10 | ▼ −7.99% | ▼ −7.87% | $207.40 (+2.55%) |
Aug 14, 2026 6w ago | Insider Cluster | $201.80 $188.15 | ▼ −6.76% | ▼ −5.57% | $207.40 (+2.78%) |
Aug 10, 2026 7w ago | Insider Cluster | $197.85 $193.18 | ▼ −2.36% | ▼ −1.96% | $207.40 (+4.83%) |
Aug 7, 2026 7w ago | Insider Cluster | $191.52 $201.80 | ▲ +5.37% | ▲ +5.41% | $207.40 (+8.29%) |
Aug 6, 2026 8w ago | 144 | $188.67 $198.82 | ▲ +5.38% | ▲ +4.98% | $207.40 (+9.93%) |
US Market Status
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