Arista Networks reported strong Q3 results and forecasted its AI business to double to $7 billion by 2027, driving total revenue to about $18.5 billion, surpassing Wall Street's $16.75 billion consensus. CEO Jayshree Ullal highlighted campus networking growth and a robust AI fabrics segment, though non-AI business growth is slower at around 11%. The company expects to maintain high profitability with a 49% operating margin and sees scale-up contributions starting in 2028. Investors should watch deferred revenue and Q4 results to confirm the growth trajectory.
Arista Networks trades at USD 182.87 on Pluang as of Nov 04, 2026 21:41 WIB, up 7.63% in one day. The stock's market cap stands at $214.29 billion, reflecting strong investor interest. Despite a high sell order activity of 92%, the price remains near its 52-week high of $216.74, showing resilience amid growth expectations.
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