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Arista Networks (NYSE:ANET) reported record quarterly revenue and unveiled new AI focused data center products, including liquid cooled pluggable XPO optics and a universal AI spine. The company paired these launches with upbeat guidance, yet the stock saw a steep share price drop following the announcement. For investors watching NYSE:ANET, the contrast is striking. The stock trades at $170.22 and has delivered very strong multi year returns, including 27.4% year to date, 87.5% over the...

Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven

Investors are weighing the company's results against its challenges and valuation.

Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.

Shares of networking equipment maker Arista Networks were down nearly 14% on Tuesday afternoon, despite beating first-quarter financial expectations and issuing positive guidance for the second quarter. Arista’s stock was down below $148 a share and remained down by double-digit percentages during the company’s conference call with analysts, after closing down 1.4% at $170.22 in regular trading. For the first quarter ended March 31, Arista reported revenue of $2.7 billion, up 35.1% from the previous year’s first quarter.

Investing.com -- Arista Networks reported a 35% jump in first quarter revenue helped surging demand for AI networking equipment.

Arista Networks (ANET) delivered earnings and revenue surprises of +7.74% and +3.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Arista stock fell amid first quarter earnings and revenue that topped estimates while guidance met expectations.

US benchmark equity indexes were higher intraday as oil prices fell after Defense Secretary Pete Heg

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.

It's something special to have a perfect earnings surprise track record for five years.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

The Zacks Internet software industry participants like ANET, ADP and RDDT are benefiting from high demand for AI-infused software as the need for hybrid work, learning and diagnosis software, as well as cybersecurity applications, increases.

Taboola.com heads into Q1 earnings with Realize-driven growth, rising revenue expectations and strong momentum, but FX headwinds and higher costs cloud the outlook.

Cisco Systems Inc (NASDAQ: CSCO) is currently flashing a signal that usually makes value investors flinch: a 33x trailing earnings multiple, its highest in three years. Historically, Cisco finds its comfort zone closer to 21x, leading many to wonder if the stock has finally hit a valuation ceiling. While high-growth peers like Arista Networks (NYSE: ANET) and Palo Alto Networks (NASDAQ: PANW) frequently command even loftier premiums. Cisco has traditionally been valued as a more mature, lower-mu

Arista Networks Inc. (NYSE:ANET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. It was one of the stocks Cramer mentioned during the episode, as he commented: Oh, you know what? Let me give you two more… I would buy Arista Networks… Two companies that help the […]

DASH Q1 performance is likely to have benefited from strong order growth and rising GOV, but mounting competition and costs may weigh on results.

SWKS will report fiscal Q2 results on May 5, with revenue guidance between $875M and 925M. Non-GAAP EPS expected to be $1.40 at the midpoint.

NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.

Broadcom stock teases a buy zone as fellow IBD Leaderboard members Google and Caterpillar climb out of buy range.

FTNT heads into Q1 earnings with steady growth forecasts, strong SASE momentum and macro risks that can temper upside.

PAYC to report Q1 results on May 6, with EPS seen up 4.6% and revenues up 7% as AI tools like IWant collide with macro headwinds.