Arista Networks, Inc. — AI Infrastructure Stock
ANET
Arista Networks, Inc. — AI Infrastructure Stock
ANETMarket
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About
Arista Networks, Inc. Company Overview
Arista Networks, Inc. (NYSE: ANET) is a cloud-networking company headquartered in Santa Clara, California, designing high-performance Ethernet switches, routers, and the EOS extensible operating system. Q1 2026 revenue grew 35% YoY to $2.71 billion, and Arista raised full-year 2026 guidance to ~$11.5 billion (27.7% growth) and increased the 2026 AI fabrics revenue forecast from $3.25 billion to $3.5 billion (more than double 2025). The company achieved #1 market share in high-speed switching (>10GbE) for 2025, and recently announced its new XPO 64-channel high-density liquid-cooled pluggable optics module delivering 12.8Tbps capacity per OCP rack unit for AI deployments.
Key Executives
News & Filings
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SEC Filings
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