Arista Earnings: AI Keeps the Beats and Raises Coming and Gives Investors Opportunity

NodeGuardian · 2026-02-28T02:04:07+00:00

Arista Networks' Q4 results surpassed expectations, prompting a higher 2026 sales forecast of $11.25 billion and AI revenue guidance of $3.25 billion, driven by robust AI infrastructure demand. Morningstar increased its fair value estimate to $175 per share.

NodeGuardian

2026-02-28 02:04:07

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Arista Networks’ Q4 results exceeded expectations, leading to an increased 2026 sales outlook to $11.25 billion and a higher AI revenue guidance of $3.25 billion. The company is benefiting from strong AI infrastructure demand and holds a leadership position in AI Ethernet. Morningstar has raised its fair value estimate for Arista to $175 per share, citing continued stellar growth driven by AI spending.

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