Arista Networks Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.0%projected annual EPS growth
Analyst Coverage
27analysts covering
FY Revenue (est.)
$12.7Bnext fiscal year
FY EPS (est.)
$4.11next fiscal year
Monitoring Framework
Key Performance Indicators
AI Networking Revenue Target Annually3.5BTarget: 3.5 Billion USD for FY2026
Full-Year Revenue Guidance Annually11.5BTarget: 11.5 Billion USD for FY2026
Non-GAAP Gross Margin Guidance Annually63.0%Target: 62% to 64% for FY2026
Enterprise Campus Networking Goal Annually1.3BTarget: 1.25 Billion USD for FY2026
Watch Items
- Deferred Revenue BalanceTrigger: Sequential decline below 3.6 Billion USDAction: Re-evaluate AI fabric acceptance cycles and backlog conversion speed.
- Hyperscaler Capital Expenditure TrendsTrigger: Any single top customer (e.g., Microsoft or Meta) reducing networking CapEx by 20% or moreAction: Assess impact on Arista's sales pipeline and adjust forward revenue estimates.
- Supply Chain Constraints and Purchase CommitmentsTrigger: Purchase commitments exceeding 9 Billion USD alongside worsening component lead timesAction: Monitor gross margin pressure from premium component costs and potential delivery delays.
Research as of 2 Sep 2026