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via seekingalpha.comTech & AI

Arista raises guidance: FY 2026 revenue to $13.3B, FY 2027 outlook near $18.5B

FROM THE WIRE · SEEKINGALPHA.COM

Earnings Call Insights: Arista Networks (ANET) Q3 2026 MANAGEMENT VIEW * CEO Jayshree Ullal said, "Arista just delivered a standout quarter of $3.66 billion in revenue, which is translating to our annual growth of 58.5%." She tied the quarter to AI networking demand, adding, "In…

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MARKET IMPACTHIGH✦ News Impact agent estimateTone: expected bullishFourth consecutive annual guidance raise on AI networking demand, relevant for the networking and semiconductor sector.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Arista reported quarterly revenue of $3.66 billion.
  2. 02Full-year 2026 guidance was raised to $13.3 billion, up 48%.
  3. 03First 2027 outlook points to 38% to 40% growth, to about $18.5 billion.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Arista Networks, Inc.ANETStock169.91 USDMarket closedtoday +3.52%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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